Build the visibility you actually need
Stop waiting for IT to build reports. Signal Studio lets you define the metrics that matter, build signals yourself, and query team performance whenever you need it. In financial services, that means territory and advisor performance. In energy, pipeline and customer intelligence. In private markets, deal and LP relationship tracking.
The management visibility gap
Need a new view? Submit a ticket and wait weeks
By the time you get reports, the data is outdated
Hours spent combining data from multiple sources
Can't slice and dice data the way you need to
Build Custom Performance Signals
Define the metrics that matter for your team using the visual builder. No code required.
AUM change + activity + account count
Meetings + calls + queries per week
Multiple declining accounts
High-value, low-touch accounts
Query Team Performance
Use the AI assistant to ask questions about your team's data. Get answers for coaching and decision-making.
"Which territories had the largest outflows last month?"
"Show me activity levels by wholesaler this week"
"Which accounts over $1M haven't been contacted in 90 days?"
"Compare territory performance vs last quarter"
Pre-Built Management Templates
Start with signals designed for sales leadership. Customize thresholds for your team.
Comprehensive territory view
Early warning system
Team comparison metrics
Gap identification
Data for Coaching Conversations
Prepare for 1:1s with data, not guesswork. Query specific wholesaler performance for objective conversations.
Before Signal Studio
- Submit IT ticket for new reports
- Wait weeks for visibility
- Manually compile data
- Coach with gut feel, not data
With Signal Studio
- Build signals yourself in hours
- Query data whenever needed
- Ask questions in natural language
- Prepare coaching with real data
Ready to get the visibility you need?
Build signals, query data, lead with confidence. Start your free trial today.