In order to incorporate digital tools and modernize the client investment experience, Santander Bank NA has teamed up with the San Francisco-based FinTech company SigFig.
Through its partnership with SigFig, Santander Investment Services says it will be able to build Santander PathFinder, an automated tool for managing investments. The “digital advice” tool is intended to assist Santander customers in achieving their long-term financial objectives or retirement savings. The financial advisory experience that Santander Investment Services and SigFig can provide will be even more streamlined in 2023.
In order to accomplish this, the company intends to provide clients with a fully integrated platform to view their portfolios and investments as well as more convenient access to their financial advisors.