SigFig

Nomis Solutions Names Dan Mercurio as Global Head of Sales

Retrieved on: 
Tuesday, September 19, 2023

SOUTH SAN FRANCISCO, Calif., Sept. 19, 2023 /PRNewswire/ -- Nomis Solutions (Nomis), the leading provider of end-to-end pricing lifecycle management technology, announced that Dan Mercurio has been selected as global head of sales.

Key Points: 
  • SOUTH SAN FRANCISCO, Calif., Sept. 19, 2023 /PRNewswire/ -- Nomis Solutions (Nomis), the leading provider of end-to-end pricing lifecycle management technology, announced that Dan Mercurio has been selected as global head of sales.
  • In his role, Mercurio will be responsible for leading the go-to-market functions across sales, marketing, and revenue operations.
  • Nomis Solutions announces that Dan Mercurio has been selected as global head of sales.
  • We are thrilled to have him leading our Go To Market organization," said Greg Demas, president of Nomis Solutions.

SigFig Names Former UBS Executive Steve Mattus as Chief Investment Officer and GM of Digital Wealth

Retrieved on: 
Tuesday, August 1, 2023

SigFig, which powers a comprehensive set of interconnected digital wealth solutions for advisors and clients, today announced that Steven Mattus, a wealth management veteran of more than 30 years, is joining the company in the new role of Chief Investment Officer and General Manager of Digital Wealth.

Key Points: 
  • SigFig, which powers a comprehensive set of interconnected digital wealth solutions for advisors and clients, today announced that Steven Mattus, a wealth management veteran of more than 30 years, is joining the company in the new role of Chief Investment Officer and General Manager of Digital Wealth.
  • “Many wealth managers have been relying on the same processes for decades, but the fintech sector and SigFig in particular has been rapidly innovating to change that,” said Steve Mattus, Chief Investment Officer and GM of Digital Wealth at SigFig.
  • As Chief Investment Officer, Mattus will lead SigFig’s investment strategy, style and policies.
  • As General Manager of SigFig’s Digital Wealth Platform, he will oversee the company’s suite of software solutions including SigFig Digital Advice and SigFig Digital Advice Pro, powering the more than $50 billion assets on the SigFig platform.

Scotiabank empowers customers to take control of their investments with the launch of Scotia Smart Investor

Retrieved on: 
Monday, February 6, 2023

Scotiabank has been servicing customers using Scotia Smart Investor since early 2022.

Key Points: 
  • Scotiabank has been servicing customers using Scotia Smart Investor since early 2022.
  • Scotia Smart Investor launches at a time when Canadians are looking for more control over their investments, while still having access to personalized advice from a trusted Scotiabank advisor.
  • Scotia Smart Investor will help them achieve their financial goals by providing them with the advice, control, and confidence to invest by themselves or book an appointment with a licensed advisor."
  • "Together we are creating an accessible, flexible and stress-free planning and advice experience, transforming the way customers engage with Scotiabank."

SigFig adds Chief Revenue Officer Role to Accelerate Commercial Growth

Retrieved on: 
Wednesday, September 28, 2022

SigFig , the leading US-based enterprise financial technology firm that develops next-generation products for financial institutions, bankers, advisors, and their customers, today announced the addition of the Chief Revenue Officer role, promoting SigFig executive Dan Mercurio effective immediately.

Key Points: 
  • SigFig , the leading US-based enterprise financial technology firm that develops next-generation products for financial institutions, bankers, advisors, and their customers, today announced the addition of the Chief Revenue Officer role, promoting SigFig executive Dan Mercurio effective immediately.
  • Additionally, SigFig is poised to launch its latest product, SigFig Engage, a customer collaboration and advice platform built specifically for financial services.
  • Our growth metrics show that were on a trajectory to achieve accelerated growth over the next couple of years and I couldnt be more pleased to have Dan Mercurio help lead that charge as our new Chief Revenue Officer.
  • Dan Mercurios promotion to Chief Revenue Officer is another key milestone for the company.

SigFig Expands Executive Team With New Chief Product Officer and Adds Director of Digital Wealth Products to its Senior Leadership Team

Retrieved on: 
Tuesday, August 16, 2022

SigFig , a leader in enterprise financial technology that develops next-generation products for banks and wealth management firms, today announced the appointment of Amanda LaFerriere , a results-driven product executive, as Chief Product Officer and Clifford Schoeman , a strategic executive with extensive knowledge of wealth management, as Director of Digital Wealth Products.

Key Points: 
  • SigFig , a leader in enterprise financial technology that develops next-generation products for banks and wealth management firms, today announced the appointment of Amanda LaFerriere , a results-driven product executive, as Chief Product Officer and Clifford Schoeman , a strategic executive with extensive knowledge of wealth management, as Director of Digital Wealth Products.
  • Clifford Schoeman, Director of Digital Wealth Products, SigFig
    Clifford Schoeman has spent the last decade building leading digital wealth solutions implemented by multi-billion-dollar firms.
  • He has extensive knowledge of wealth management, compliance and custodians, coupled with experience in product management, fintech, team building and software integrations.
  • Throughout my career, my passion for delivering digital wealth products and solutions that help clients has continued to grow, added Schoeman.

Morningstar Publishes Robo-Advisor Landscape Report Finding That Digital Investment Advice Can Play an Important Role for Smaller Investors

Retrieved on: 
Thursday, March 31, 2022

CHICAGO, March 31, 2022 /PRNewswire/ -- Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment research, today published its first "Robo-Advisor Landscape" report, which examines the current digital advice landscape in the United States by providing a detailed evaluation of 16 U.S.-based robo-advisors.

Key Points: 
  • "Digital investment advice can be a good option for smaller investorswho may not be able to afford a traditional financial advisor.
  • Key findings from the report include:
    The typical robo-advisor playbook includes portfolios composed of passively managed, low-cost exchange-traded funds with a range of risk levels.
  • The Robo-Advisor Landscape report was designed to provide useful information to the consumer before signing up for a robo-advisor.
  • Morningstar's Manager Research Group consists of various wholly owned subsidiaries of Morningstar, Inc. including, but not limited to, Morningstar Research Services LLC.

SigFig Names Claire Huang to Its Board of Directors

Retrieved on: 
Friday, July 16, 2021

SAN FRANCISCO, July 16, 2021 /PRNewswire-PRWeb/ --SigFig today announced Claire Huang has been named an independent director to its board of directors.

Key Points: 
  • SAN FRANCISCO, July 16, 2021 /PRNewswire-PRWeb/ --SigFig today announced Claire Huang has been named an independent director to its board of directors.
  • Ms. Huang has had a distinguished career building brands over three decades with particular expertise in financial services.
  • "We are excited to welcome Claire to our board," said Mike Sha, SigFig's CEO and Co-Founder.
  • "I am honored to join the SigFig Board of Directors," commented Ms. Huang.

SigFig Unveils 'SigFig Atlas,' A Digital Platform for Retail Banking Designed to Empower Bankers and Improve Customer Satisfaction

Retrieved on: 
Wednesday, March 27, 2019

The platform empowers banks to provide consistent, personalized financial advice and engage in high-quality customer conversations - improving customer satisfaction and loyalty.

Key Points: 
  • The platform empowers banks to provide consistent, personalized financial advice and engage in high-quality customer conversations - improving customer satisfaction and loyalty.
  • 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 Atlas provides an interactive digital experience that fully identifies customer needs and connects them to the products and services that are the best fit.
  • SigFig combines design, data science, and technology to create experiences that empower banks, financial advisors and consumers.

SigFig Hires Veteran Technology and Financial Services Executive as First CFO

Retrieved on: 
Wednesday, March 20, 2019

SAN FRANCISCO, March 20, 2019 /PRNewswire/ -- SigFig ,a technology company helping to reimagine customer experiences in financial services, today announced the appointment of finance and technology veteran Anne Morrissey to the position of Chief Financial Officer.

Key Points: 
  • SAN FRANCISCO, March 20, 2019 /PRNewswire/ -- SigFig ,a technology company helping to reimagine customer experiences in financial services, today announced the appointment of finance and technology veteran Anne Morrissey to the position of Chief Financial Officer.
  • "Anne's proven success in helping to scale startups and growth-stage technology businesses is a great addition to SigFig as we continue our mission of reimagining the financial services industry," said Mike Sha, CEO and co-founder of SigFig.
  • 's investor relations division and hasnearly a decade of financial services experience with JPMorgan Chase & Co. and Salomon Smith Barney.
  • SigFig's mission is to reimagine financial services by making it more customer-centric and helping people to achieve their financial goals.