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Discussion
Fintastico Team
6 months, 1 week
https://www.altfi.com/article/7701_the-altfi-vi...
The AltFi view on fintech flanker brands: Demise seems inevitable - AltFi
“What happens when the big guys launch their own fintechs?”
Fintastico Team
1 year, 2 months
https://thefinancialbrand.com/98116/citizens-ba...
Citizens Bank CXO Details How COVID Has Changed Retail Banking
Regional bank wrestles with branch role as digital soars and virtual meetings take on more of the advisory work. Data and agility are keys.
Fintastico Team
1 year, 2 months
https://www.americanbanker.com/news/banks-conti...
Banks continue to embrace robo advisers (even if customers don’t)
Citizens Bank and Citigroup are among the financial institutions that keep plugging away at a service that has gained little traction among customers.
Fintastico Team
1 year, 3 months
https://www.businessinsider.com/fintech-compani...
These are the top fintech companies and startups in 2020
The most innovative financial services providers with the BI list of top fintech startups and financial technology companies. Stay on top of the future of financial technology.
Fintastico Team
1 year, 4 months
https://dailyfintech.com/2020/05/12/are-robo-ad...
Are Robo-advisors with no hedging gear, suitable for the 21st century? - Daily Fintech
Efi Pylarinou is the founder of Efi Pylarinou Advisory and a Fintech/Blockchain influencer – No.3 influencer in the finance sector by Refinitiv Global Social Media 2019. I`ve been waiting for the quarterly Backend Benchmarking Robo Report, to gain insights into the US digital advisory market that is the largest by many metrics (AUM, # standalone fintechs, # incumbent offerings, years in the market, types of offerings). In the […]
Fintastico Team
1 year, 5 months
https://www.finextra.com/pressarticle/81992/ref...
Refinitiv names Charles Smith as head of digital solutions, wealth management
Refinitiv today announced the appointment of Charles Smith as head of Digital Solutions, Wealth Management.
Fintastico Team
1 year, 10 months
https://thefinancialbrand.com/89994/banking-fut...
What Banking's Future Looks Like to Wells Fargo's Innovation Chief
You'll want to hear what Lisa Frazier has to say about when to use AI, the importance of platforms, and creating a new branch experience.
Fintastico Team
2 years
https://www.fintechfutures.com/2019/09/taking-o...
Taking on the apps
How can big finance ready itself? Find out the five steps that can help.
Fintastico Team
2 years, 4 months
https://dailyfintech.com/2019/05/07/robo-adviso...
Robo-advisors have not reduced the Cash Pile
It was four years ago that Schwab and Vanguard stepped into the robo-advisory market and leapfrogged the standalone top US robo advisors, Betterment, Wealthfront, and Personal Capital. SigFig was a…
Fintastico Team
2 years, 5 months
https://www.finextra.com/blogposting/17140/key-...
Key Benefits of Robo-Advisors in Fintech
When you are investing and strive for a higher ROI, whom do you address? As a rule, you reach out to...
Fintastico Team
2 years, 6 months
https://www.finextra.com/pressarticle/77821/sig...
SigFig launches digital advice platform for banks
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.
Fintastico Team
2 years, 6 months
http://www.americanbanker.com/news/sigfig-makes...
SigFig makes digital advice the centerpiece of new platform
The system is designed to help banks deliver more personalized financial advice and is meant as a challenge to traditional bank technology vendors.
Fintastico Team
2 years, 6 months
https://bankinnovation.net/2019/03/sigfig-launc...
SigFig Launches Advice and Sales Platform for Retail Banks and Customers | Bank Innovation | Bank Innovation
SigFig, a San Francisco fintech specializing in robo advice, today unveiled SigFig Atlas, an interactive platform for financial advice and software-guided sales
Fintastico Team
2 years, 6 months
https://bankinnovation.net/2019/03/bank-boardro...
Bank Boardrooms Are Increasingly Accepting of Technological Change | Bank Innovation | Bank Innovation
"Flexibility" is a commonly used term when it comes to innovation in banking and finance, but the typical bank boardroom hardly evokes the image of openness to
Fintastico Team
2 years, 10 months
https://www.finextra.com/pressarticle/76167/sig...
SigFig ships digital wealth platform
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.
Fintastico Team
2 years, 11 months
http://news.google.com/news/url?sa=t&fd=R&ct2=u...
Riskalyze Fintech Report Card: September 2018
Riskalyze CEO Aaron Klein gives the thumbs up or thumbs down on the biggest news to hit advisor technology in the previous month.
Fintastico Team
3 years
https://www.financemagnates.com/fintech/investi...
UBS Sells its Robo-Advisor SmartWealth to SigFig | Finance Magnates
SmartWealth was built for those who don’t meet the £2 million asset minimum of UBS wealth management clientele.
Fintastico Team
3 years
http://news.google.com/news/url?sa=t&fd=R&ct2=u...
Fintastico Team
3 years
https://www.finextra.com/newsarticle/32587/ubs-...
UBS closes SmartWealth robo-advisor, sells tech to SigFig
Little more than a year after launch, UBS is shutting down its SmartWealth digital wealth management platform for non-super rich Brits and selling off the technology to US robo-advisor SigFig.
Andrea M
3 years, 2 months
http://www.finsmes.com/2018/06/fintech-company-...
Fintech Company SigFig Raises $50M in Series E Funding |FinSMEs
SigFig, a San Francisco, CA-based investment advice service for investors of all wealth levels, raised $50m in Series E funding
Andrea M
5 years, 4 months
SigFig vanta di aiutare 750.000 investitori per oltre 350milioni di fondi gestiti. Ma cosa offre? Tre servizi principale, che uniti, permettono di avere un solido assistente finanziario. SigFig Managed Accounts: una singola dashboard dalla quale controllare tutti i conti bancari e relativi investimenti. Portfolio Tracker: un motore che controlla gli investimenti in essere e li compare con altri dello stesso settore. SigFig Diversified Income: un servizio di investimento automatizzato ed in linea con il profilo di rischio del cliente (robo-advisor). Al momento solo disponibile negli States, ma in Italia qualcosina la abbiamo anche noi, anche se ancora suddivisa su piu' servizi, per esempio $moneyfarm e $advise-only nel campo dei robo advisors.