SigFig Engage

Empower your team to meet the changing expectations of remote consumer experience

It's time to move beyond audio and video. SigFig Engage is a platform that orchestrates a remote, collaborative client experience, designed to bring clients closer to their financial institutions.

It's possible for financial advisors & bankers to be brilliant remotely when working with clients, but it takes elegant technology to enable great experiences. SigFig Engage unites simple, intuitive client-facing technology with a growth-enabling, integrated advisor backend.

Built for Enterprise

  • Interactive Platform

  • Immersive Content

  • Integrated Workflows

  • Process Automation

  • Digital Needs Discovery

  • Scalable Sales Enablement

SigFig Engage Belongs in a Class of its Own

Remote Collaboration

Leverage the screen & a suite of tools purpose-built for financial services to provide personalized, collaborative, and focused sales, service, and advice.

Screen Optimized Content

Immersive needs-based content creates a natural conversation and engagement leading to best-fit solutions.

Integrated Workflows

From CRM, notes, eSignature, file sharing and more - this open data platform allows connecting various sources of information together for easy convenience during an advisor and client interaction.

Asymmetrical Views

Co-browsing and interactive asymmetrical views give your team the information they need - and invites the customer to truly engage through co-creation.

Live Meeting Engagement

All the tools you need - audio, video, and screen share - but connected and elevated for a finance-specific conversation

Scalable Sales Enablement

Equip advisors & bankers with a platform that positions them to do what they do best: help clients achieve their goals.

A Collaboration Platform to Complement Wealth Management

SigFig also offers industry-leading, award-winning portfolio management products that pair perfectly with SigFig Engage.

Interactive & Immersive Experiences

All the tools you need - audio, video, and screenshare - but connected and elevated for a finance-specific conversation. Multi-party meetings introduce a venue for generational wealth transfer - removing the multi-location dynamic as a limiting factor.

Integrated Workflows

Connect, digitize, automate - integrate your current tools or use Engage native capabilities to work within a single collaborative platform. Streamlined workflows allow your team to get common tasks done quickly - removing inefficient, burdensome “follow up” communications to customers.

Screen Optimized Content

Empower your team to build personalized agendas and content modules that lead to next-level insights and recommendation. Immersive needs-based content creates a natural conversation and engagement leading to best-fit solutions.

What our partners are saying

"This system was fantastic to use. It was quick, concise, and took care of all disclosure and delivery requirements without the need to print off pages."

SigFig Partner Bank

Want to learn more?