Through its relationship with SigFig, Santander Investment Services has built Santander® PathFinder, an automated investment management tool, also referred to as digital advice. This tool now allows all Santander clients--no matter where they are in their financial journey-to work toward their long-term financial goals or start to save for retirement from virtually anywhere.
The collaborative development process behind Santander® PathFinder, coupled with Santander's intent to continue to build digital solutions like this tool, underscores its commitment to address clients' evolving needs.
"The interests of our clients are at the center of everything we do at Santander. We are reimagining the way we serve them by placing a heightened focus on digital and automation capabilities, while still leaning into Santander Investments Services' personal approach to providing financial planning and advice. The relationship with SigFig is a move forward in the Bank's modernization plan to expand digital capabilities and enhance the client experience."
PRESIDENT AND CHIEF EXECUTIVE OFFICER OF SANTANDER INVESTMENT SERVICES
The digital services that have been and will continue to be developed through the relationship with SigFig serve as a complement to the Santander Investment Services' financial advice and wealth management business and the valuable professional guidance of its
"We design financial tools to empower people with the financial information and guidance they need to help them achieve their goals, said
In 2023, Santander Investment Services and SigFig are working to further streamline the Financial Advisor experience by giving clients a fully integrated platform where they can view their investments and portfolios, as well as convenient access to their
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ABOUT SIGFIG
Founded in 2007, SigFig is an enterprise financial technology firm that develops next-generation products for financial institutions, advisors, and their customers. SigFig creates solutions for financial services companies to bring them closer to their customers by seamlessly delivering the right advice and solutions. Through its partnerships with financial institutions including
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victoria.day@santander.us
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