Decision intelligence for financial services
8 years in enterprise production. $3.4 trillion in assets under management served. The platform that Fortune 500 firms trust to close the gap between data and decisions.
8 years in enterprise production · Fortune 500 validated · $3.4 trillion in assets served · SOC 2 Type II
Trusted integrations
Salesforce
Snowflake
Turn distribution data into actionable signals
Signal Studio helps distribution teams identify opportunities, retain at-risk advisors, and capture money-in-motion before competitors do. Real-time signals powered by AI.
Advisor Flow Signals
Alerts when advisors show declining balances, increased redemptions, or engagement drops.
Money-in-Motion Detection
Identify advisor moves, firm M&A, and competitor outflows before anyone else.
Territory Optimization
AI-powered insights show coverage gaps and high-potential advisors.
Wholesaler Scorecards
Real-time attribution and activity metrics across the team.
AI Chat Assistant
Ask questions in natural language, get instant insights from distribution data.
Visual Signal Builder
Create custom signals with no-code builder. No IT required.
Client intelligence for wealth advisors
Advisors ask Signal Studio questions the way they'd ask a senior analyst — in plain English. Answers come with Next Best Actions and compliance documentation already attached.
Client Risk Signals
Proactive alerts when clients show signs of dissatisfaction, declining engagement, or competitive vulnerability. Act before they leave.
Portfolio Intelligence
Natural language queries across portfolio data, market conditions, and client preferences. "Which clients are overweight in tech with upcoming life events?"
Revenue Protection
Identify revenue at risk from churn. Signal Studio helps retain 60% of at-risk clients through proactive engagement — protecting millions in recurring revenue.
Compliance-Ready
Every recommendation includes complete audit trail — data sources, analysis logic, timestamps. One-click export for compliance review.
Customer intelligence & fraud detection
Signal Studio's natural language interface and automated signals transform banking operations — from customer intelligence to transaction monitoring to fraud detection.
Transaction Intelligence
Query millions of transactions in natural language. Identify patterns, anomalies, and opportunities across customer segments.
Fraud Detection Signals
Automated signals that detect suspicious patterns across transactions, identities, and behaviors — reducing false positives by 80%.
Customer Lifecycle
Proactive signals for customer churn risk, cross-sell opportunities, and lifecycle events. Always-fresh segmentation without IT.
Risk intelligence & agent enablement
Risk assessment, underwriting support, and agent enablement. Signal Studio synthesizes policyholder data, market conditions, and regulatory requirements into actionable intelligence.
Claims Fraud Detection
Pattern discovery across claims data, claimant histories, and provider networks. Automated investigation workflows reduce adjuster workload.
Underwriting Signals
Continuous risk signals that update as new data arrives. Natural language queries across policy, claims, and external data.
Retention Intelligence
Proactive signals for policy churn risk. Identify at-risk customers and surface retention opportunities before renewal.
Compliance-First Architecture
Every recommendation includes a complete audit trail — data sources, analysis logic, timestamps, user actions. One-click export for compliance review. SEC/FINRA-ready documentation generated automatically. Signal Studio doesn't just deliver intelligence — it delivers defensible intelligence.
The business case
Ready to transform your financial services?
Experience Decision Velocity. Request a demo today.