SigFig, a leading provider of digital wealth management solutions, has upgraded its Engage platform with advanced AI features designed to enhance the effectiveness of financial advisors.
Thank you for reading this post, don't forget to subscribe!The Engage platform seamlessly combines human expertise with state-of-the-art technology, equipping financial advisors and their teams with a range of tools to boost their efficiency.
New AI-driven functionalities in Engage include smart tips that deliver real-time prompts and tailored recommendations during meetings, helping advisors identify new growth opportunities. The platform also proactively presents the most relevant content, tools, paperwork, and workflows to streamline discussions.
To further optimize advisors’ workflows, Engage now automates the creation of transcripts, meeting summaries, and post-meeting notes. This automation frees up advisors to focus more on building client relationships rather than managing administrative tasks.
Mike Sha, founder and CEO of SigFig, stated, “AI can significantly enhance the productivity and effectiveness of financial advisors. Advisors need to concentrate on developing meaningful relationships with their clients and understanding their goals and challenges. Engage serves as a central hub for creating richer, more personalized client interactions while managing time-consuming administrative duties.”
Engage integrates smoothly with popular systems such as Salesforce, Docusign, Microsoft, and Google. Its CRM integration features bi-directional data sync, allowing advisors to access client data within Engage and automatically update Salesforce with meeting notes, client details, and follow-ups. This integration accelerates the sales process and boosts client conversion rates.
The platform also fosters a collaborative environment, enabling clients to engage actively in the financial planning process. This collaboration supports clients’ financial well-being and enhances advisors’ understanding of individual financial situations. SigFig has developed various customizable modules for different aspects of financial services, including client prospecting, retirement planning, account opening, and annual reviews.
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