Intent Scoring in Close for Fintech

Integrating Summit &


Easily pull the results from your

Intent Scoring

app into your


workflows and journeys.

Feature check
Feature check
No-code Editable
Feature check
Feature check

Integrating Summit's intent scoring app with Close transforms how businesses assess and respond to a prospect's engagement and intent to purchase or take action. This integration brings together Summit's advanced intent scoring mechanisms with Close's robust CRM and customer interaction capabilities. Here’s an overview of how Summit’s intent scoring process is enriched through integration with Close:

Key Components of the Intent Scoring App with Close Integration

Parameter Inputs

  • Summit processes various inputs like web sessions, email interactions, and page visits. Close’s CRM system ensures these inputs are precisely captured and integrated within each customer's profile, offering a comprehensive view of interactions.
  • Parameters in Summit can be tailored to align with Close’s customization capabilities, ensuring the scoring aligns with specific business processes and customer segments.

Scoring Mechanisms

  • Summit’s scoring system includes decay functions and recency calculations, aligning well with Close’s ability to track customer interactions and engagement history.
  • The use of diminishing returns in scoring complements Close's emphasis on lead quality over quantity, focusing on the depth of customer engagement.

Weighted Scores

  • Different activities receive varying weights in Summit’s model, a strategy that can be reflected in Close by emphasizing certain types of customer interactions and behaviors.
  • The flexibility of adjusting these weights in Summit matches the dynamic nature of Close’s lead scoring and segmentation features, enabling detailed lead assessment.

Overall Intent Score Calculation

  • Summit calculates an overall intent score from 0-5, which can be utilized within Close to enhance its lead scoring models and sales prioritization.
  • This intent score becomes a crucial metric in Close, informing sales strategies, targeted outreach, and customer journey mapping.

Enhanced Benefits with Close

Improved Lead Qualification

By integrating Summit’s scoring into Close, businesses can achieve more refined lead qualification, enabling sales teams to prioritize high-intent prospects effectively.

Targeted Outreach

Intent scores from Summit can guide Close’s communication tools, allowing for personalized outreach and marketing efforts based on the prospect's engagement level.

Boosted Sales Efficiency

Users of Close can leverage intent scores to concentrate efforts on the most promising leads, enhancing sales productivity and increasing conversion rates.

Informed Customer Insights

Intent scores provide valuable insights within Close, deepening understanding of customer profiles and driving more informed sales and marketing decisions.

Adaptable Customer Strategies

The adaptable nature of Summit’s scoring, combined with Close’s customer interaction tracking, enables businesses to modify their engagement strategies in response to changing lead behaviors and preferences.

The integration of Summit's intent scoring app with Close offers a strategic advantage for businesses aiming to refine their lead management and engagement tactics. This powerful combination provides a sophisticated, flexible, and actionable system for gauging purchase intent, enabling effective lead segmentation, personalized engagement, and aligned sales and marketing efforts for optimal efficiency and impact.

Start using

Intent Scoring

in your



Integration arrowsIntegration arrows

Intent Signals (Triggers) for Fintech

For a fintech app, recalculating lead scores involves identifying triggers that reflect user engagement, trust in the platform, financial activity, and potential for long-term usage or upsell opportunities. In the fintech sector, these triggers often relate to financial behaviors, security interactions, and user engagement with various financial services offered by the app. Here's a list of potential triggers for recalculating lead scores in a fintech context:

User Engagement Triggers

App Login and Usage Patterns
  • Frequency and regularity of app logins.
  • Duration and depth of engagement during each session.
Account Management Activities
  • Updating personal and financial information.
  • Active management of account settings and preferences.
Financial Transaction Activities
  • Frequency and volume of transactions (transfers, payments, investments).
  • Diversification of transaction types (e.g., using multiple financial services).
Engagement with Financial Tools
  • Regular use of budgeting tools, financial calculators, or investment simulators.
  • Setting and tracking financial goals.

Financial Behavior Triggers

Deposit and Savings Patterns
  • Consistency and frequency of deposits into savings or investment accounts.
  • Growth in savings or investment balances over time.
Credit and Loan Activities
  • Applying for and using credit products (like credit cards, personal loans).
  • Consistency and timeliness in loan repayments.
Investment Activities
  • Engagement in investment platforms (stocks, bonds, mutual funds).
  • Adjustments to investment portfolios or strategies.

Security and Compliance Triggers

Security Interactions
  • Setting up or updating security features (two-factor authentication, biometric logins).
  • Responsiveness to security alerts or notifications.
Compliance and Verification Actions
  • Completeness and timeliness in fulfilling KYC (Know Your Customer) requirements.
  • Responsiveness to compliance-related queries.

Subscription and Upsell Opportunities

Premium Feature Usage
  • Subscription to premium services or features.
  • Usage intensity of premium offerings.
In-App Purchases
  • Frequency and type of in-app purchases (like credit score checks, financial advice).
Upgrade and Cross-Sell Responses
  • Responsiveness to offers for upgraded services or additional products.
  • Participation in loyalty or reward programs.

External Engagement

Referral Activity
  • Referring new users to the fintech platform.
  • Engagement with referral programs.
Feedback and Community Participation
  • Providing feedback through surveys or review platforms.
  • Participation in fintech community forums or discussion groups.

In a fintech environment, recalculating lead scores based on these triggers can help in identifying users who are actively engaged with the financial platform, are potential candidates for upselling or cross-selling financial products, and demonstrate trust and reliability as clients. This approach enables fintech companies to tailor their services, optimize their marketing strategies, and enhance user satisfaction by focusing on their most promising users and meeting their specific financial needs and behaviors.

Everything you need to start scoring leads today.

Add Summit to any workflow in minutes.

Star image, right
Bolt, longBolt, short
Calculator illustration