SigFig for Insurance Companies

Empower your agents, your home office and your clients with a seamless, cost-effective and compliant digital wealth platform

Transform Your Investment Services with SigFig Digital Wealth Ecosystem

Level up your agent’s expertise and effectiveness with a modern investment advisory platform, built to deepen your client relationships while growing wallet share.

What Our Partners Are Saying

“Santander Bank Partners with SigFig to Integrate New Digital Tools that will Modernize Client Investment Experience”

“Scotiabank empowers customers to take control of their investments with the launch of Scotia Smart Investor”

Overcome Challenges Faced by Insurance Companies

Regulatory Compliance

Enable agents to deepen client relationships by providing compliance-friendly investment solutions while maintaining home office oversight and expectations.

advisor and client shaking hands

Client Retention

Stand out in a competitive market by offering solutions to manage all seasons of life.

Seamless Integration

Provide a seamless and efficient financial investment advisory platform that is easily integrated to your existing systems, processes and brand.

Industry Insights for Insurance Companies

Operational Efficiency for The Back Office: The Time is Now
When was the last time you heard of clients choosing an advisory firm because they have a “great back office?”  While the answer to that may be “never,” many of the relationship-building activities that clients value most are made possible by back office efficiency.  In fact, a strong operating system can generate one of your firm’s most precious assets — advisor time. 
Reducing Friction in Financial Management: Empowering Advisors and Clients for Success
The financial services industry, like many others, continues to seek ways to reduce friction in the customer journey. Achieving financial wellness requires a proactive and informed approach by advisors and their clients. But along the road to building a productive investment management relationship are many areas of potential friction: from the emotional nature of financial decision making for clients, to inefficient systems and processes on the advisor's side.