Harnessing the Screen for Next-Generation Wealth Interactions

How financial institutions can utilize the screen to create a more collaborative conversation and advice experience.

Speakers

Dan Mercurio
Dan Mercurio
Head of Strategic Partnerships
SigFig
Philipp Cannons
Philipp Cannons
Head of Emerging Products
SigFig

During this 45-minute webinar, Dan Mercurio, Head of Strategic Partnerships at SigFig, and Philipp Cannons, Head of Emerging Products at SigFig, talk about how to leverage remote engagement to your strategic advantage... how the screen can actually up-level your client experience. With Dan’s 25+ years of financial industry experience and Philipp’s 10+ years of experience in building products, viewers can look forward to dynamic discussion between two passionate financial technology professionals.

In this webinar, you’ll learn:

  • How the pandemic-forced shift to remote engagement actually creates a lasting opportunity to re-think the quality of advice delivery.
  • Why embracing a screen between a client and service provider actually creates a more collaborative conversation and advice experience.
  • How SigFig is pointing its research and development efforts towards enabling financial institutions to capture this opportunity with SigFig Engage.