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Together, Apart: How to Forge Client Relationships in the Zoom-Era

Demand for financial advice has increased significantly due to the pandemic. Now is the time to reach out to clients & prospects to discuss their priorities.

March 1st, 2021 · 4 min read

Top 5 Takeaways: SigFig’s ‘Digital Detours’ Session at Future Branches Virtual Summit

Reflecting on 2020’s myriad changes in the retail and branch banking spaces, CEO Mike Sha spoke on the virtual stage at Future Branches Virtual Summit on December 11th.

January 31st, 2021 · 4 min read
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