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.
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 […]
Discover the top three digital investment priorities for financial institutions from our recent webinar. Dive into the importance of agility, staff effectiveness optimization, and AI-driven personalization in today's financial landscape.
The adoption of artificial intelligence (AI) in financial services is transforming the industry at an unprecedented pace. However, not all financial institutions are taking the same approach when it comes to integrating AI into their operations. In a recent discussion, Mike Sha, SigFig’s CEO and Craig Iskowitz, CEO of Ezra Group, shed light on the […]
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 […]
Discover how bankers and wealth management leaders can thrive amid uncertainty through strategic digital initiatives. Listen to our recent virtual event, uniting industry experts and innovators to explore the future of digital transformation in wealth management. Stay ahead in a tech-driven era.
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.