SigFig, a leading digital wealth management solutions and technology provider for financial institutions and their advisors, today announced new capabilities, including AI-powered functions, to its financial advisor collaboration platform, Engage.
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
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