Powering collaborative digital experiences for “the most essential aspects of financial advisor and client relationships, Engage is purpose-built to blend human expertise and technology.”
The platform combines a robust set of capabilities, “including AI-powered assistance for advisors and their teams to increase their effectiveness, core integrations with leading industry systems to drive efficiencies and collaborative digital experiences to drive deeper client engagement.”
New AI Capabilities Include:
- AI-driven smart tips, offering in-meeting prompts and customizable recommendations based on real-time conversation analysis to uncover new growth opportunities
- Proactive surfacing of the right content, tools, paperwork and workflows based on what’s being discussed in real-time
- Automated transcripts, meeting summaries and post-meeting notes to help financial advisors spend less time on manual tasks and follow ups and more time on building strong client relationships
Mike Sha, founder and CEO of SigFig, said:
“AI has the ability to dramatically increase financial advisor productivity and effectiveness. We know that advisors need to be able to focus on fostering impactful relationships with their clients, truly understanding their pain points and goals. Engage acts as a hub to drive richer, more personalized client experiences, taking care of those time-consuming, but necessary, administrative tasks, so advisors can do exactly that.”
Engage also makes it easier for advisors to “deliver personalized advice by seamlessly integrating with their most utilized systems, including Salesforce, Docusign, Microsoft and Google.”
The CRM integration establishes a bi-directional data sync “allowing advisors to view client data in the Engage platform, and more importantly, sync meeting notes, updated client details, follow-up meetings and tasks into Salesforce – helping position the advisor to accelerate the sales process and client conversions.”
An open-architecture approach provides the flexibility “to connect with proprietary systems.”
The Engage platform also fosters interactive collaboration, “enabling clients to actively participate in the advice process, allowing advisors to support their clients’ financial wellness while helping to deepen their understanding of each client’s unique financial situation.”
SigFig has created a range of customizable modules which “cover a range of financial services topics including: client prospecting, needs discovery, retirement planning, account opening, annual client review, and more.”
Engage is the latest addition to SigFig’s comprehensive digital wealth ecosystem, alongside Digital Advice Pro, the modern managed account platform “that enables advisors to serve prospective and existing clients more efficiently, and Digital Advice, the fully automated personalized investment portfolio tool for clients not served by an advisor or who prefer self-service.”
