SigFig Digital Wealth
Best-in-class wealth management solutions for clients & advisorsSigFig Discover
Uncover customer needs, source referrals, grow relationshipsSigFig Engage
The Only Client Interaction Management Platform for Financial ServicesSigFig for Consumers
Build an intelligent, tax-efficient, diversified portfolio for less
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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:
Discover digitizes the process of needs discovery so you can understand your customers from anywhere.
Discover equips financial professionals and advisors with a conversational blueprint based on a customer’s stated needs.
Discover plugs leaky funnels by engaging customers with action-inducing digital experiences to drive next steps.
Discover sources referrals for expansion opportunities into wealth management, mortgage banking, insurance, and other lines of business.
Discover provides a consistent blueprint for service & sales conversations so novice financial professionals and advisors can perform like veterans.
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.
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.
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.
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.