[Web Seminar] Modernizing Digital Wealth to Deliver Financial Wellness: SigFig’s Vision and Roadmap

Hear insights from our May Partner Advisory Council meeting informing how SigFig helps power their strategic digital wealth goals.

Mike Sha

CEO, Co-Founder

Mike has held senior roles at Amazon, and was one of the original inventors of Amazon’s Prime program

Amanda LaFerriere

Chief Product Officer

Amanda specializes in the intersection between financial products, design & CX

Dan Mercurio

Chief Revenue Officer

Dan has spent nearly two decades in leadership roles in the retail banking industry

Roger Fong

Chief Technology Officer

Roger has spent over a decade leading the engineering function at SigFig

We want to help you provide advisor efficiency, market reach, and customer value

Financial services—and indeed, the world at large—have undergone a dramatic shift this year. And financial institutions require a modern platform to grow clients and assets more effectively and efficiently for mass affluent investors.

About the Web Seminar

Learn from Sigfig CEO Mike Sha, Chief Product Officer Amanda LaFerriere, Chief Revenue Officer Dan Mercurio and Chief Technology Officer Roger Fong as they discuss how SigFig’s platform approach provides:

A segmented service model by customer value
Omni-channel advice that drives outcomes
Digital onboarding, account opening & funding
Leading with wellness for every customer

Key Takeaways

The web seminar covered trends and insights learned at our 2023 May Partner Advisory Council meeting including:

Redefining product offerings by level of service, price, and the tools a firm utilizes to drive both analog and digital lead generation
What digital wealth technology trends/patterns we’ve seen recently, including the shift in distribution channels
How firms are defining success for both clients and financial service providers
Unlocking challenges advisors face and how this impacts SigFig’s work and product outlook

Unlock new growth opportunities within wealth management

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