List of SigFig for Wealth Management Customers
San Francisco, 94103, CA,
United States
Since 2010, our global team of researchers has been studying SigFig for Wealth Management customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased SigFig for Wealth Management for CRM and Investor Relationship Management from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using SigFig for Wealth Management for CRM and Investor Relationship Management include: Wells Fargo, a United States based Banking and Financial Services organisation with 205198 employees and revenues of $83.70 billion, Citizens Bank, a United States based Banking and Financial Services organisation with 17398 employees and revenues of $8.25 billion, Cambridge Savings Bank, a United States based Banking and Financial Services organisation with 500 employees and revenues of $120.0 million and many others.
Contact us if you need a completed and verified list of companies using SigFig for Wealth Management, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
The SigFig for Wealth Management customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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Cambridge Savings Bank | Banking and Financial Services | 500 | $120M | United States | SigFig | SigFig for Wealth Management | CRM and Investor Relationship Management | 2016 | n/a |
In 2016, Cambridge Savings Bank integrated SigFig for Wealth Management into its online banking experience, branded Connect Invest, to deliver automated investing and account aggregation to retail customers in the United States. This integration placed SigFig for Wealth Management within customer-facing channels and aligned the initiative with CRM and Investor Relationship Management priorities across the bank's retail and wealth functions.
The deployment included inferred functional modules of digital onboarding, portfolio management, and client-facing investor tools, based on the press release describing in-dashboard account opening and funding. SigFig for Wealth Management was configured to support in-dashboard account opening and funding workflows, automated portfolio construction and launch, and account aggregation across customer accounts. The bank built and launched customer-facing automated portfolios in under two months, indicating a rapid configuration and deployment cycle focused on investor lifecycle and CRM workflows.
Integrations were implemented directly into Cambridge Savings Bank's online banking user interface to provide in-dashboard investor access and to link investment onboarding to existing retail funding paths, with operational scope limited to retail customers in the United States. Governance adjustments centered on embedding investor onboarding and funding processes into digital channel operations, shifting acquisition and initial account servicing into web-based workflows.
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Citizens Bank | Banking and Financial Services | 17398 | $8.2B | United States | SigFig | SigFig for Wealth Management | CRM and Investor Relationship Management | 2016 | n/a |
In 2016, Citizens Bank partnered with SigFig and implemented SigFig for Wealth Management, deploying a CRM and Investor Relationship Management application to establish digital investing capabilities. The initial engagement in 2016 led to a public rollout of the SpeciFi digital advisory offering in 2017, and Citizens Bank Wealth Management became the first client to deploy SigFig’s CoPilot advisor platform in 2018 to digitize advisor workflows and onboarding.
The implementation emphasized modules aligned to CRM and investor relationship management, including a digital advice engine, advisor CRM and workflow capabilities, and onboarding automation. Configuration work focused on advisor-facing workflows such as client profile management, goal based proposal generation, and automated onboarding sequences, reflecting capabilities typical of CRM and Investor Relationship Management systems.
Operational coverage centered on Citizens Bank Wealth Management, with deployments targeting advisor teams and client advisory processes across the bank’s wealth management function in the United States. The SigFig for Wealth Management implementation was used to unify digital advice delivery and advisor workflow orchestration, supporting handoffs between digital advisory propositions and advisor assisted servicing.
Governance and rollout proceeded as a progressive platform expansion beginning with the 2016 partnership, the 2017 SpeciFi launch, and the 2018 CoPilot advisor platform deployment, with emphasis on embedding advisor workflow controls and onboarding policies into the platform. The public record for the deployment explicitly notes the objective to digitize advisor workflows and onboarding, positioning the SigFig for Wealth Management application as a central CRM and advisor orchestration layer for Citizens Bank Wealth Management.
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Wells Fargo | Banking and Financial Services | 205198 | $83.7B | United States | SigFig | SigFig for Wealth Management | CRM and Investor Relationship Management | 2016 | n/a |
In 2016, Wells Fargo & Company engaged SigFig for Wealth Management to power its Intuitive Investor robo-advisor offering in the United States, using the platform as part of its CRM and Investor Relationship Management footprint for client portfolio oversight. The deployment of SigFig for Wealth Management is described in the record as providing portfolio monitoring, automated rebalancing, and tax-loss harvesting as part of the digital advice stack supporting Intuitive Investor.
The implementation centered on SigFig’s portfolio management algorithms and digital advice technology, with inferred functional modules including an algorithmic portfolio engine and automated tax-loss harvesting, together with continuous monitoring and automated rebalancing capabilities. SigFig for Wealth Management functioned as the algorithmic and execution layer for portfolio construction and maintenance, supporting ongoing digital advice workflows and portfolio governance rules.
Operationally the effort covered portfolio management and digital advice process areas within Wells Fargo’s wealth management channel, and the engagement is cited as a major SigFig partnership starting in 2016. The narrative positions Wells Fargo & Company, SigFig for Wealth Management, CRM and Investor Relationship Management, and wealth management operations in a direct relationship where the application supports client advisory and portfolio operations functions.
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