SigFig, a financial technology company that is reimagining customer experiences in financial services, today announced the launch of SigFig Atlas, a financial advice and software-guided sales platform for banks and customers.
The platform empowers banks to provide consistent, personalized financial advice and engage in high-quality customer conversations - improving customer satisfaction and loyalty.
"After years of working closely with our banking partners, we found an opportunity to take our experience in innovation and customer experience and apply it to solve other needs of banks and their customers," said Mike Sha, CEO and Co-founder of SigFig. "One of the challenges for today's banks is improving banker-customer conversations and delivering a better sales experience. We believe SigFig Atlas solves the need for a dynamic, user-friendly, digital needs assessment system that supports branches, online and contact center channels."
SigFig Atlas provides an interactive digital experience that fully identifies customer needs and connects them to the products and services that are the best fit. This starts with an engaging discovery experience designed to uncover a customer's financial needs, followed by a series of algorithms that process the customer's unique situation to recommend the right products and services. Whether it's accessed in-branch or online, SigFig Atlas helps customers receive a level of personal financial advice that was not previously possible.
Refined over SigFig's more than decade long history working with some of the world's leading financial institutions, the install process requires zero integration lift for banks - making implementing and rolling the solution out to customers quick and easy.