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SigFig: Digital Wealth Management Solutions for Financial Institutions

SigFig

SigFig offers a comprehensive suite of digital wealth management solutions designed to empower financial institutions and their clients. Streamline processes, enhance client experiences, and drive growth.

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SigFig: Digital Wealth Management Solutions for Financial Institutions

SigFig: Empowering Financial Institutions with Digital Wealth Management Solutions

SigFig provides a comprehensive suite of digital wealth management solutions designed to help financial institutions empower their advisors and clients. This platform offers a seamless, integrated experience, streamlining processes and enhancing client satisfaction.

Key Features and Benefits

  • Curated Digital Investing Experiences: Tailored portfolio options meet diverse client needs and goals, from basic to complex investment strategies.
  • Personalized Client Onboarding: Simplified and efficient onboarding for both advisors and clients, leveraging technology to enhance the user experience.
  • Multi-Segment Strategy: A single platform caters to various client segments, optimizing efficiency and scalability for financial institutions.
  • Integrated Workflow: Seamless integration with existing systems for effortless account opening, client onboarding, and product suitability.
  • Goal-Oriented Planning: A straightforward process to define client financial goals, timelines, and risk profiles, informing investment strategies.
  • Automated Proposal Generation: Prefilled options expedite proposal creation based on client goals and profiles.
  • Streamlined Account Opening: Personalized portfolios are typically opened in under 10 minutes.
  • Efficient Funding Aggregation: Technology simplifies the movement of cash and assets.
  • Digital Paperwork and eSignatures: Streamlines operations through digital documentation and electronic signatures.
  • Automated Rebalancing and Monitoring: Regular portfolio rebalancing with established drift bands and daily health checks ensures optimal performance.
  • Targeted Marketing Communications: Dedicated marketing support crafts client emails to drive onboarding initiatives.
  • Automated Annual Reviews: Advisors and clients receive timely notifications and comprehensive review packages.

Who We Serve

SigFig's solutions are tailored for:

  • Banks & Credit Unions: Effortless integration with existing systems for compliant account opening and client onboarding.
  • Wealth Management Firms: Reduced cost-to-serve across all client segments, improving operational efficiency.
  • Insurance Companies: A seamless, cost-effective, and compliant digital wealth platform for agents, home offices, and clients.

Comparison to Other Platforms

While many platforms offer digital wealth management tools, SigFig distinguishes itself through its comprehensive, integrated approach. Unlike some competitors that focus on individual components, SigFig provides a holistic ecosystem that streamlines the entire client journey, from onboarding to ongoing management. This integrated approach leads to greater efficiency and a more personalized client experience.

Conclusion

SigFig empowers financial institutions to enhance their wealth management offerings, improve client satisfaction, and drive growth. Its comprehensive platform and integrated approach provide a significant competitive advantage in today's dynamic financial landscape.

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