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.
Digital Needs Discovery
Scalable Sales Enablement
Leverage the screen & a suite of tools purpose-built for financial services to provide personalized, collaborative, and focused sales, service, and advice.
Immersive needs-based content creates a natural conversation and engagement leading to best-fit solutions.
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.
Co-browsing and interactive asymmetrical views give your team the information they need - and invites the customer to truly engage through co-creation.
All the tools you need - audio, video, and screen share - but connected and elevated for a finance-specific conversation
Equip advisors & bankers with a platform that positions them to do what they do best: help clients achieve their goals.
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.
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.
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.
"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