Tandems (formerly SigFig)

Tandems is the enterprise business associated with the former SigFig name. The official SigFig website directs visitors to separate enterprise and individual-investor services. This distinction matters: an institution evaluating Tandems is looking at a different product and onboarding process from a person using SigFig Wealth Management.

What does Tandems focus on?

Tandems provides technology for financial-services workflows. Its product range includes Tandems Meet for conversations and meeting-related work, Tandems Grow for relationship and asset-growth workflows, and Tandems Invest for investing and advice operations. The platform is presented for banking, wealth-management and insurance use cases.

• Meeting preparation, collaboration and follow-up workflows.
• Customer discovery, outreach and onboarding processes.
• Personalized investing and operations for financial institutions and advisors.

Start with a defined business workflow

For an enterprise evaluation, map the task you want to improve and the systems it touches. A meeting-preparation workflow needs access to the right customer information and a reviewable output. An onboarding workflow needs clear responsibilities, permissions and exception handling. Use those requirements to shape a demonstration rather than trying to compare the entire platform at once.

Bring a representative example with information your organization is permitted to use. Check the generated work against the approved records and test what happens when information is missing or ambiguous. Decide which actions require a professional's review before connecting a workflow to live customer activity.

Individual-investor services

If you are looking for a personal investment account, follow the official route for SigFig Wealth Management and review that service's current account disclosures and fees. Do not use historical SigFig pricing or descriptions of an enterprise product to infer the terms of a new consumer account.

Access and pricing

Confirm the relevant product and access arrangement with the provider. Ask about integrations, implementation, support and the controls your organization requires. For a consumer service, read the account terms directly. The shared history of the names does not make the two services interchangeable.

What to compare

Evaluate the complete handoff, from the information entering the workflow to the reviewed result. Check whether staff can understand, correct and trace the output and whether the proposed integration fits your existing recordkeeping process.