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DealPulse · Financial services · Regulated B2B sales

Know which deals are drifting, before they stall.

DealPulse reads your client-facing sales emails as they happen and flags the conversations drifting toward risk, so managers see a stalling relationship before it stalls and a guideline problem before it becomes one.

See deal-health signals on your email →Talk to engineering
In productionInside your environmentManager decides

See DealPulse in action

The problem

Client email is a blind spot, commercially and on compliance.

Managers cannot see a relationship cooling until a deal stalls or a complaint escalates, so reviews happen after the damage. And financial firms are obligated to supervise business communications, with real money behind getting it wrong.

Reviews come too late

Tone shifts, slow responses, and off-guideline messaging sit in the inbox unseen until the postmortem.

Supervision is mandatory

FINRA Rule 3110 and SEC recordkeeping rules make communications supervision an obligation, not an option.

The fines are real

Since 2021, the SEC and FINRA have levied more than $2.2 billion against 100-plus firms for communications supervision and recordkeeping failures.

How it works

Green, yellow, red. Then a manager decides.

01

Connect

Securely to your sales email, inside your environment.

02

Analyze

Tone, sentiment trend, escalation signals, and adherence to your communication guidelines.

03

Classify

Green: healthy. Yellow: early warning, review. Red: needs attention now.

04

Surface

A dashboard with deal-health indicators, risk categories, trends, and prioritized alerts.

Why DealPulse

Relationship risk and guideline risk, in one signal.

Risk caught early

See a stalling relationship before it stalls. Fewer leads lost to silence, risk surfaced while there is still time to act.

Scored against your standards

Adherence to your communication guidelines, not generic sentiment. CRM logs activity; DealPulse reads the language.

Private by design

Client email cannot leave your environment, so DealPulse runs inside it. No public LLM in the path.

Security & deployment

No client email leaves your environment.

On-prem or in a customer-controlled environment. Open-weight models on Apolo’s private GPUs, no third-party AI provider. A forward-deployed engineer connects your email environment and configures scoring to your guidelines, live in weeks, not quarters.

ISO 27001SOC 2 Type 2No third-party LLMWeeks, not quarters
FAQ

What sales and compliance leaders ask first.

Is this our compliance archiving or surveillance system?

No. It is a manager-facing early-warning layer for relationship risk and guideline adherence. It complements your recordkeeping and surveillance stack, it does not replace it.

Is this surveillance of our reps?

It is deal-health and guideline signal, not keystroke monitoring. It flags conversations for a manager to review. The manager decides.

We already have CRM sentiment scoring.

CRM logs activity. DealPulse reads the actual language for tone, escalation, and adherence to your guidelines.

Will it misread tone?

Conversations are scored and flagged for human review. Nothing is actioned automatically.

Where does our client email go?

Nowhere. It is analyzed inside your environment, with no third-party LLM in the loop.

See your pipeline’s deal-health signals on your own email.

Tell us your email environment and your guidelines. We will show you the dashboard on your own conversations.

Book a demo →