SigFig Discover

Align solutions to needs by transforming financial products into consumer solutions

Transform the way your team discovers qualified leads, understands consumer needs and goals, and empowers their clients with insights.

Only SigFig Discover works across all channels to turn stated and unstated financial needs into engagement and growth opportunities.

The challenges Discover was built for

  • Changing Branch Traffic

  • Pre-Appointment Preparation

  • Digital Onboarding Dropoff

  • Missed Referral Opportunities

  • Incomplete Sales Processes

  • Slow Lead Generation

Digital-first needs discovery that addresses:

Declining Branch Traffic

Discover digitizes the process of needs discovery so you can understand your customers from anywhere.

Inconsistent Appointment Outcomes

Discover equips financial professionals and advisors with a conversational blueprint based on a customer’s stated needs.

Digital Onboarding Dropoff

Discover plugs leaky funnels by engaging customers with action-inducing digital experiences to drive next steps.

Missed Referral Opportunities

Discover sources referrals for expansion opportunities into wealth management, mortgage banking, insurance, and other lines of business.

Incomplete Sales Processes

Discover provides a consistent blueprint for service & sales conversations so novice financial professionals and advisors can perform like veterans.

Slow Lead Generation

Discover delivers a consistent flow of warm leads primed to engage with the financial institution or firm so advisors can make smarter, more successful calls.


The average number of unmet financial needs identified by Discover that a customer has at any given moment in their journey.

Delightful, mobile-first user experience

Users only get asked questions relevant to them, based on the data you have and the data they share. Along the way, they receive personalized tips. Dynamic logic and pathing routes them to the most relevant outcomes based on their inputs.

Configurable calls-to-action, flexible next steps

After completing needs discover journeys, customers are prompted to take next steps. Whether talking to a banker, going through a self-service product selection, visiting a resource center, or simply receiving helpful tips, SigFig Discover helps you drive customers to the right places, people, and products.

Financial professional and advisor dashboard to guide conversations and manage leads

Automatically aggregate customer data into actionable profiles for bankers to use in conversation and manage leads. Then, export data to refine segmentation, assign leads and customers to nurture campaigns, and improve future product recommendations, all within the Discover platform.

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