Know which prospect is on your site right now, and which fund they're reading about.
The first purpose-built signal aggregator and machine-learning scoring layer for asset management. Salesforce-native. Configurable by your operations team, with zero engineering involvement.
My Book
Multi-contact activation
Acme Capital · 3 PMs engaged in 7 days
87.4
Jane Roe (Fund Selector, Acme)
Viewing Gold Fund factsheet now
92.1
DDQ started. Northbridge Pensions
3 of 5 documents downloaded
76.0
How SignalFlo works.
Ingest
Salesforce activities, GA4 page-views, downloads, webinar registrations, investment tickets, and live website visits.
Score
Per-event rules with time-decay, account-tier multipliers and engagement-sequence detection. You configure it from a browser.
Detect
ML fit and contact-lift models, plus signal detectors, sequence completed, DDQ started, engagement spike, multi-contact activation.
Surface
A score on every Salesforce card, a live presence ribbon, and a filterable signal feed your reps actually use.
What's inside SignalFlo.
01
Scoring engine
Configurable points and time-decay per event type. Cold / Warm / Hot / Very Hot buckets with star and flame indicators. Account-tier multipliers. Backtest any rule change against historical data before you save it.
02
Machine learning
Fit V2 predicts how well an account matches your ICP. Contact Lift predicts who will convert. Models are trained on your data and surfaced as simple fit stars, never a black box.
03
Live engagement
A live presence ribbon shows who is on your site right now, which fund they're viewing, and how hot they are. 45 seconds from landing to rep visibility.
04
Identity & enrichment
Reverse-IP ghost leads turn anonymous visitors into named accounts. Firmographic enrichment and rules-based persona classification. Fund Selector, Gatekeeper, PM, RM.
05
AI intelligence layer
Signal detectors surface what changed. Per-account briefings summarise the last 30 days in plain English, so a rep walks into every call prepared.
06
Salesforce-native
Scores write back to standard custom fields. My Book, Account and Contact cards render natively on the pages your reps already use. No new tool to learn.
The live beacon.
When a high-fit contact lands on a key fund page, SignalFlo pushes an alert straight to the rep's phone.
From prospect landing to a rep's pocket in under a minute.
Jane Roe (Fund Selector, Acme Capital) is viewing the Gold Fund factsheet right now.
Standard and Premium.
Standard
- Scoring engine
- Salesforce sync
- Web & content tracking
- Native Salesforce cards
- Signal feed
- Live presence ribbon
- Ghost leads
- Audit log
- EU data residency
Premium
- Everything in Standard
- Fit V2 ML
- Contact Lift ML
- Account summarisation
- Backtest engine
- Engagement-sequence detection
- Conversion-target editor
- Quarterly sales round tables
See SignalFlo on your own pipeline.
We run a 90-day paid proof of concept, two named accounts, your data, your reps. Decision at day 90.