SigFig Digital Wealth
Best-in-class wealth management solutions for clients & advisorsSigFig Discover
Uncover customer needs, source referrals, grow relationshipsSigFig Engage
The Only Client Interaction Management Platform for Financial ServicesSigFig for Consumers
Build an intelligent, tax-efficient, diversified portfolio for less
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Empower your team to meet the changing expectations of remote consumer experience
It's time to move beyond audio and video. SigFig Engage is a platform that orchestrates a remote, collaborative client experience, designed to bring clients closer to their financial institutions.
It's possible for financial advisors & bankers to be brilliant remotely when working with clients, but it takes elegant technology to enable great experiences. SigFig Engage unites simple, intuitive client-facing technology with a growth-enabling, integrated advisor backend.
Built for Enterprise
Interactive Platform
Immersive Content
Integrated Workflows
Process Automation
Digital Needs Discovery
Scalable Sales Enablement
SigFig Engage Belongs in a Class of its Own
Leverage the screen & a suite of tools purpose-built for financial services to provide personalized, collaborative, and focused sales, service, and advice.
Immersive needs-based content creates a natural conversation and engagement leading to best-fit solutions.
From CRM, notes, eSignature, file sharing and more - this open data platform allows connecting various sources of information together for easy convenience during an advisor and client interaction.
Co-browsing and interactive asymmetrical views give your team the information they need - and invites the customer to truly engage through co-creation.
All the tools you need - audio, video, and screen share - but connected and elevated for a finance-specific conversation
Equip advisors & bankers with a platform that positions them to do what they do best: help clients achieve their goals.
SigFig also offers industry-leading, award-winning portfolio management products that pair perfectly with SigFig Engage.
All the tools you need - audio, video, and screenshare - but connected and elevated for a finance-specific conversation. Multi-party meetings introduce a venue for generational wealth transfer - removing the multi-location dynamic as a limiting factor.
Connect, digitize, automate - integrate your current tools or use Engage native capabilities to work within a single collaborative platform. Streamlined workflows allow your team to get common tasks done quickly - removing inefficient, burdensome “follow up” communications to customers.
Empower your team to build personalized agendas and content modules that lead to next-level insights and recommendation. Immersive needs-based content creates a natural conversation and engagement leading to best-fit solutions.