AI Sales
Signal
Know what’s happening at your target accounts before you pick up the phone.
Sales intelligence on the accounts you're targeting. Built for financial services first, with prospect briefs that also work for small-business and corporate accounts.
- →Coverage of 16,876 SEC-registered firms, watching for 7 kinds of signals, including changes in assets under management, registration changes, people moves and technology hiring
- →Daily signal digest across your named roster
- →20 on-demand 8-section prospect briefs per month (a usage guideline, not a hard cap)
- →Delivered via email or Telegram
Your best prospects send signals before they buy: a new SEC filing, a jump in assets under management, a key hire, a new service line. Most sales teams miss them and walk into calls cold. AI Sales Signal watches your target accounts, flags the moments that matter and turns each one into a sourced prospect brief and an outreach draft for you to review. Every conversation starts warm and informed. It’s built on Westridge’s AI agent platform and grounded in real regulatory data, not guesswork.
Six moments, from
“does this fit my market” to “who do I call next.”
Seven detectors watch each target account for buying signals: regulatory filings, changes in assets under management, new service lines, key hires and more. A three-layer filter screens out false alarms, so you only see events that matter. New signals arrive in a daily digest by email and Telegram, and urgent ones are sent the moment they’re detected.
Regulatory data on 16,876 SEC-registered advisory firms: reported assets under management, client counts, fee structure, custody arrangements and disciplinary history, refreshed monthly from the SEC’s published data. Every brief is grounded in real filings, not estimates.
Generate a pre-call research brief for any firm in seconds. Each type of firm gets its own 8-section template: RIAs get a regulatory profile based on their Form ADV, while corporate accounts get a section on how they make buying decisions. Every brief ends by naming the offering from your own catalog that fits best.
Each brief can produce an outreach email in your firm’s voice — concise, peer-to-peer and tied to the exact finding that prompted it. Ask for revisions to adjust the tone. Drafts land in Gmail for review — nothing sends without you.
A web workspace to manage your target roster: request briefs on demand, update sales stages, pause or resume tracking and filter stale accounts. Your pipeline and its full signal history in one place.
Every outreach is human-approved before it sends — no autonomous messaging, ever. The same firm can’t be contacted again for 30 days, and every approval, discard and block is logged. Briefs cite their sources and say so when the data is thin, rather than inventing it. Built for regulated industries.
- →A tracked RIA files an ADV amendment showing AUM up 40% — AI Sales Signal flags it, you generate a brief in seconds and review a draft that references the growth before a competitor notices
- →A new advisory firm registers with the SEC in your target segment — it surfaces in the daily new-registrations feed, ready for a first-touch brief and outreach
- →Before a discovery call, pull an 8-section brief — regulatory profile, key people, likely pain points and three talking points — and walk in prepared in five minutes instead of an hour
- →A key-hire signal lands on a tracked account — generate outreach that ties the hire to your value, written in your firm’s voice and held for your approval
- →Triage the week: edit pipeline stages, pause dormant accounts and work the highest-strength signals first — all from one workspace
Sales teams selling into financial services: RIAs, wealth and asset managers, and the firms that serve them. In this market, regulatory filings and firm-level events are real buying signals, and a well-researched, well-timed first contact wins the deal. Prospect briefs also work for small-business and corporate accounts.
- —A customer-facing chat widget, voice agent or SMS bot — AI Sales Signal is a sales-team intelligence tool, not a tool for answering inbound support questions
- —Autonomous outreach — every email is drafted for human review and approval before sending. By design, permanently
- —Non-US / non-SEC regulatory coverage — the ADV data layer covers US SEC-registered advisers today; other markets are on the roadmap
One product.
Two ways to get it.
Priced by the accounts you track, not per user — your team shares one login, so everyone who should see a brief can.
- ✓$299/mo per 50 tracked accounts
- ✓Scales in blocks of 50 — add another 50 accounts for $299/mo
- ✓$1,500 one-time onboarding: setting up your account list, brief templates and writing voice
- ✓Annual: $2,990/yr per 50 accounts — two months free
- ✓Live within days — we set it up and run it for you
For a new industry, a different data source or a fully custom scope.
- ✓From $10,000 per engagement
- ✓We start from the same core platform and build the custom features defined during discovery and agreed with you before work begins
- ✓We map your target market and build the signal tracking for it
- ✓Optional: run it on your own infrastructure instead of ours (same build price; setup quoted separately)
Also losing leads after hours, not just missing signals on named accounts?
See AI Sales Agent →Built for regulated industries: the same human approval and audit trail behind every outreach decision here also power Knowledge Engine’s compliance-safe document Q&A.
See Knowledge Engine →Deeper signals
for your top accounts.
An add-on for the accounts that matter most: one card per account, per day, connecting relevant news to what you sell. +$499/mo per 15 Plus accounts.
See AI Signal Plus →Walk into every call
already briefed.
Book a 30-minute scoping call. We map your target accounts, the signals worth watching, and show you a live prospect brief.