Fintech firm SigFig is rolling out a sales platform that uses artificial intelligence to better connect bank clients to more products and services.
"One of the challenges for today's banks is improving banker-customer conversations and delivering a better sales experience," according to SigFig CEO Mike Sha. "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 — which says its technology is already used by 70 million consumers — also has a robo-advisor that it sells to financial institutions and a managed account platform for advisors (called CoPilot).
