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.

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