Industry Insights

We believe in making decisions from the lens of what’s best for our customers to create meaningful value and long-term impact. Discover how SigFig is challenging the status quo and uncovering solutions to help our clients meet their financial goals.

Blog Posts:

Two employees in a modern office, an Asian man and a woman working at a table, colleagues discussing and consulting, thinking about a joint project
In today’s rapidly evolving financial landscape, staying ahead of the curve is essential for success.  In a recent discussion between Mike Sha, SigFig’s CEO and Craig Iskowitz, CEO of Ezra Group, Mike unveiled the latest version of SigFig Engage, SigFig’s game-changing tool designed to revolutionize financial advisor collaboration. In this blog post, we will delve […]
A smart business woman who keeps a paper account using a calculator, an old woman manages the account's finances, calculates the tax on the cash budget, plans to pay off a bank loan debt
In the fast-evolving landscape of wealth management, technology plays an increasingly pivotal role. Artificial Intelligence (AI) is at the forefront of discussions, and in a recent conversation with WealthTech Today, SigFig CEO Mike Sha shared his insights into how AI is fitting into the world of SigFig. This 3-part series summarizes some key takeaways from […]
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.