2018 Model Wealth Manager: Products and Platforms: Citizens Investment Services

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24 April 2018
William Trout


Celent recognizes Citizens Investment Services as the 2018 Model Wealth Manager: Products and Platforms for their initiative Citizens Investment Services, a division of Citizens Bank Wealth Management.

SpeciFi from Citizens Investment Services is the first ever launch of a digital investment advisory service through a retail bank, in partnership with a fintech robo advisor and a third party clearing firm. SpeciFi is powered by core technology from SigFig Wealth Management (SigFig). While SigFig’s underlying technology is impressive in its own right, what makes SpeciFi truly innovative is how Citizens, in collaboration with SigFig and National Financial Services (NFS), integrated their respective technologies. In doing so, they created a customized, automated wealth management platform that delivers an exceptional customer experience. The delivery team brought SpeciFi to market in record time, with a live product less than eight months after signing an agreement with SigFig.

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Insight details

Capital Markets, Wealth Management
Subscription(s) required to access this Insight:
Capital Markets, Risk, >>Financial Services Risk
Insight Format
Geographic Focus
Asia-Pacific, EMEA, LATAM, North America