Citizens & SigFig: Under the Hood

4:00 p.m. - 4:40 p.m.
How do you deliver the same high quality advice in a digital channel? When Peter Fishman joined the wealth business at Citizens Bank, solving that equation was his primary challenge.

Over the next 12 months, he vetted potential partners, allied with SigFig, integrated SigFig into the bank’s systems, worked through legal, compliance and regulatory issues, developed marketing plans and sales processes, and Citizens is now marching steadily towards launch.