Tag: CRM integration
SigFig introduces AI-driven enhancements to the Engage platform for financial advisors
SigFig, a prominent provider of digital wealth management solutions, has enhanced its Engage platform for financial advisors with new AI functionalities.
AI firm Jump raises $4.6m to enhance financial advisory services
Jump, an AI software for financial advisors, announced today that it has secured a funding round of $4.6m.