PinSight — Contact Interest Scored and Acted On
AI and machine learning applied to your CRM, trading, readership, and holdings data — surfacing contact interest scores, anomaly alerts, and actionable intelligence directly to your inbox.
PinSight interprets the client data your desk already generates and turns it into a ranked, actionable view of who to contact, when, and why. Not a report to run. Not a dashboard to check. Intelligence that arrives at the point of decision, built from signals your team would never have time to monitor manually.
Coverage teams generate enormous amounts of client data. The problem is none of it tells you which contact needs attention today — and by the time someone works it out, the moment has passed.
- Interest inferred, not measured — Contact interest is inferred from memory, not measured from data.
- Signals disconnected — Engagement signals sit across trading, readership, and CRM and are never connected.
- Behaviour changes go unnoticed — Behaviour changes go unnoticed until a relationship has already gone cold.
- Outreach by recency, not intent — Outreach prioritisation is based on who you spoke to last, not who is most engaged now.
Three steps. Applied continuously across every contact
Across every contact in your coverage universe.
Know Your Contact's Interest
PinScore ranks every contact by their level of interest in a specific ticker — updated continuously from trading activity, research readership, CRM interactions, and holdings data. Coverage teams see a ranked, current view of who is engaged and where attention is highest — without manually reviewing individual contact records to work it out.
Profile Your Contact
PinProfiles group contacts according to specific behavioural patterns — rare email opener, prefers phone calls, active reader of research, checks the same email repeatedly. Each profile is built from observed behaviour across connected data sources, giving teams a factual view of how each contact engages rather than a generalised assumption based on job title or account tier.
Take Action
PinSights deliver today's actionable alerts directly to the inbox — score increases, anomaly flags, coverage signals — so teams act on the intelligence without logging into a platform to find it. The signal arrives where the decision gets made, not in a system that requires a separate login to check.
Each output designed to reduce the time between signal and action
PinThoughts
Curated insights into what is happening in a contact's world — drawn from activity patterns across CRM, trading, readership, and holdings data. Context that would take a banker an hour to assemble manually, surfaced automatically at the start of the day.
PinScores
A proprietary metric measuring a contact's current level of interest in a specific ticker — derived from trading volume, research readership, CRM interaction history, and holdings data. Updated continuously so the score reflects today's engagement level, not last quarter's activity.
PinProfiles
Intelligent contact groupings built from observed behavioural patterns across the contact base. Used to segment outreach, prioritise coverage activity, and ensure the approach matches how each contact actually engages — not how the team assumes they do.
PinSights
Customised actionable alerts delivered to the inbox daily, based on score changes and continuous monitoring across the contact base. When a contact's engagement shifts — up or down — PinSights surfaces the signal at the point where it can be acted on, without requiring anyone to go looking for it.
Built on the data your desk already produces
PinSight does not require new data collection or a parallel input process. It connects to the systems your desk already runs on, interprets the signals those systems generate, and surfaces the output where it is most useful.
Data sources connected
AI engine components
The engine runs continuously across the full contact base — not on a weekly export, not on a manual trigger. Every contact, every signal, all the time.
Built for the teams closest to the client relationship
Institutional sales teams prioritising contact outreach across a large coverage universe
Research analysts tracking client readership and engagement by publication and ticker
Coverage teams monitoring contact interest levels by ticker and account
Sales management requiring a portfolio-level view of contact intelligence and engagement trends
The signals already exist. PinSight connects them and tells you what to do next.
Contact interest scores, behavioural profiles, anomaly alerts, and daily actionable intelligence — built from your CRM, trading, readership, and holdings data, delivered to the inbox without rebuilding how your team works.
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