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Insights, news and views on technology + humans in financial services.

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  • Consumer

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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*Award by Backend Benchmarking based on the evaluation of 93 accounts held at 43 different digital advisors over a five-year period. Detailed explanation of the current and past ranking methodology can be found at Past performance is not indicative of future performance, and individual clients may experience different results. There is the possibility of loss and all investment involves risk including the loss of principal.

Advisory services provided by SigFig Wealth Management, LLC, an SEC-registered investment adviser.