SigFig announces digital wealth platform for advisors

FTB News DeskOctober 30, 20187 min

SigFig’s CoPilot platform helps advisors grow relationships, guides customers through digital onboarding

SigFig, an enterprise financial technology firm that develops next-generation products for banks and wealth management firms, today unveiled CoPilot, a digital wealth platform for financial advisors. Deepening its partnership with SigFig, Citizens Bank Wealth Management is the first financial institution to utilize the CoPilot digital wealth platform, giving financial advisors access to SigFig’s comprehensive suite of wealth management technology.

SigFig’s CoPilot platform is a full stack solution that intelligently automates front, mid- and back office administrative tasks, allowing advisors to focus on fostering relationships with their clients. The solution digitizes the overall onboarding workflow with paperless account opening and enhanced client personalization. In addition, CoPilot automates compliance processes such as annual reviews and changes to client risk profile and suitability. CoPilot improves the wealth management client experience, while also increasing advisor productivity and firm profitability.

“We are thrilled to collaborate with Citizens Bank Wealth Management to kick-off our CoPilot offering,” said Mike Sha, CEO of SigFig. “The CoPilot platform represents the importance of advisors in the financial planning lifecycle and the value they provide to clients. CoPilot brings powerful end to end software to advisors to further assist their clients in their financial needs.”

SigFig initially partnered with Citizens Bank Wealth Management in 2016 in a strategic alliance to develop digital investing capabilities for its banking customers, leading to the 2017 launch of the bank’s digital investment advisory offering, SpeciFi from Citizens Investment ServicesÂź. Citizens Bank is the first partner to deploy the new CoPilot across its financial advisor channels.

“This is an incredibly powerful tool for our financial advisors, seamlessly digitizing many of our processes so that they can focus on what matters most – our customers, not the paperwork,” said John Bahnken, president of Citizens Bank Wealth Management. “At Citizens Bank, we believe that partnering with FinTechs is an effective way to accelerate innovation that helps us deliver simple, efficient banking and investing experiences, and we are pleased to be SigFig’s first partner to leverage the CoPilot platform.”

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About SigFig
Founded in 2007, SigFig is an enterprise financial technology firm that develops next-generation products for banks, advisors and their customers. SigFig’s Wealth Management Platform provides consumers with high-quality advice and guidance regardless of wealth level. Through its partnerships with financial institutions including Wells Fargo, UBS, and Citizens Financial, their solutions are available to over 70 million consumers. SigFig has already helped millions of households gain access to personalized investment advice designed to help them achieve their goals. SigFig is backed by top-tier venture capital firms, including Bain Capital Ventures, Union Square Ventures, DCM, Nyca Partners, and General Atlantic and is headquartered in San Francisco, California. Learn more at


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