Know which contact 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 agents
A team of AI agents does the prep your reps never have time for, call-ready account briefings on demand, a daily next-best-action list, and an early warning when an account starts to cool. Plain English, evidence-backed, and always yours to act on.
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.
New in SignalFlo
A team of AI agents, working your book.
Each agent does one job well, the kind of prep a rep never has time for. They draft, surface and flag; your team always decides what happens next.
Sales-prep brief
Walk into any call ready. On demand, an agent reads the account's last few weeks and writes a short, evidence-backed brief, who's engaged, what they're reading, and what to raise.
Next best action
A prioritised daily list across a rep's whole book. The agent ranks who to call, who to follow up and who can wait, so the most valuable conversation is always at the top.
Cooling-account watch
An early warning when a once-active account goes quiet. The agent spots the drop in momentum and suggests a way back in, before the relationship cools for good.
Every agent shows its working in plain English and cites the activity behind it. Nothing is sent on your behalf, your reps stay in the driving seat.
The live beacon.
When a high-fit contact lands on a key fund page, SignalFlo pushes an alert straight to the rep, on their phone, or into Slack or Teams where the desk already works.
From contact 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
- AI sales agents
- Fit V2 ML
- Contact Lift ML
- Account summarisation
- Backtest engine
- Engagement-sequence detection
- Conversion-target editor
- Quarterly sales round tables
Compliance
“Is it legal to track visitors who never logged in?”
It is the first question your compliance team will ask, and it deserves a straight answer rather than a reassuring one. Tracking identifiable or pseudonymous visitors can be lawful, provided the requirements under UK GDPR and PECR are met — consent obtained before non-essential tracking loads, clear disclosure, and a real way to opt out.
We have written our position up in full, including what SignalFlo deliberately does not collect, and where the product does not yet do something we would like it to.
You should not have to take a vendor’s word for the legal framework, or commission an opinion to sanity-check it. Our position page cites the published analysis directly:
- Clifford Chance — cookies, trackers and the Data (Use and Access) Act
- Linklaters — cookie rules as the “law of everything”
- Bird & Bird — Global Cookie Review
- CMS — UK data protection and cybersecurity laws
Cited for the legal framework only. None of these firms has reviewed or endorsed SignalFlo, and none of this is legal advice.
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.