SigFig, a digital wealth management solutions provider, has expanded its Engage platform offerings with new AI-powered capabilities. Engage is a financial advisor collaboration platform, designed to blend human expertise with technology.
The new AI features include smart tips offering in-meeting prompts and customizable recommendations, proactive surfacing of relevant content and tools, and automated transcripts and meeting summaries. The platform also supports system integration with Salesforce, Docusign, Microsoft, and Google to allow bi-directional data sync.
SigFig’s AI capabilities claim to increase financial advisor productivity and effectiveness, allowing advisors to focus more on building client relationships. It also states that the platform will drive richer, more personalized client experiences while handling time-consuming administrative tasks.
By using this site, you agree to allow SPEEDA Edge and our partners to use cookies for analytics and personalization. Visit our privacy policy for more information about our data collection practices.