What Are the Best High‑Intent Email Signals to Prioritise?
Struggling to identify which B2B leads in financial services outbound are truly ready to buy amid endless email noise? Most teams waste 70% of their outreach on low-intent prospects, yielding reply rates under 5%. This article reveals the best high-intent email signals to prioritise, proven to boost conversions by 2.5x in benchmarks.
Introduction
Cold outreach in 2026 is less about volume and more about precision. Sending thousands of generic emails to a blind list rarely yields results anymore, especially in the competitive financial services sector. The inbox is simply too crowded. To break through, you need to contact the right person exactly when they are looking for a solution.
This is where intent signals come in. Instead of guessing who might be interested, you use data to identify prospects who are already showing signs of buying behaviour. By focusing your energy on these "warm" cold leads, you can dramatically increase your conversion rates and stop wasting time on companies that have no intention of changing their current setup.
What Are High-Intent Email Signals?
High-intent signals are specific actions or data points that indicate a prospect is actively researching a problem or evaluating solutions. These go beyond basic demographic data like company size or location. They reveal behaviour. This might include a prospect visiting your pricing page, searching for specific financial compliance software, or hiring for a role that typically manages your type of product.
Think of these signals as behavioural clues. They tell you there is an active project or a pressing need within the account. As noted by experts in the field:
"Intent signals are like a treasure map for B2B deals, guiding you to the prospects most likely to buy instead of searching blindly." - Influ2 Academy (Influ2 Academy)
Why Prioritise High-Intent Signals in B2B Financial Services Outbound?
In financial services, timing and relevance are critical. Buyers are often risk-averse and slow to move unless there is a compelling trigger. Relying solely on cold lists results in low engagement because you are likely contacting them outside of their buying window.
Prioritising intent signals allows you to:
Spot in-market buyers earlier: Intent data surfaces prospects before they ever fill out a form or show up in your CRM.
Increase message relevance: Generic outreach kills deals. With intent insights, you can personalise your message based on what the buyer has been reading, watching, or comparing.
Align sales and marketing: Both teams can work off the same playbook when they’re looking at the same buying signals.
"In financial services buyers often signal through regulatory compliance discussions, RFP announcements, and analyst briefings." - Onfire AI (Onfire AI)
How High-Intent Signals Work in Email Prospecting
Using high-intent signals changes your workflow from "spray and pray" to a sniper approach. Instead of a static list, you work with a dynamic feed of prospects who have taken recent action. When a signal fires, it triggers a specific workflow.
For example, if a target account reads three articles about "automating reconciliation", your system flags this account. You then enrol the relevant decision-maker into a campaign specifically addressing reconciliation challenges.
Key indicators often include:
Email conversations that show active evaluation.
Logged calls and meetings that mention specific pain points or specific needs.
Deal progression stages or field updates indicating buying interest.
Sources of Intent Data
To build a complete picture, you need to combine different data streams. Relying on just one source often leads to false positives.
"Combining first-party data (CRM, product usage) with third-party signals gives you the full picture of buying intent." - Onfire AI (Onfire AI)
Common sources include:
First-party intent signals: Ad engagement, such as clicking on targeted ads about specific topics.
Account-level intent data: Gives breadth across the organisation.
Contact-level intent data: Provides depth on specific individuals, e.g., 'Brian, the Head of Demand Generation, clicked on your ad about XYZ on June 3rd'.
Prioritising Leads with AI Tools
Manual analysis of intent data is impossible at scale. There is simply too much noise. This is where AI becomes essential for modern outbound teams. AI tools can ingest thousands of signals, filter out the casual browsers from the serious buyers, and score leads based on their likelihood to convert.
The solution isn't more emails or broader campaigns. It is smarter campaigns, guided by intent signals and AI-driven insights. By automating the prioritisation process, your sales team focuses only on the accounts that are actually ready to have a conversation.
The Best High-Intent Email Signals to Prioritise
Not all signals are created equal. Some indicate mild curiosity, while others suggest an urgent need to purchase. In 2026, you must focus on the signals that correlate strongest with revenue.
The most powerful signals often include:
Booking a sales demo (stronger intent than attending a webinar).
Research on ESG investing, fintech adoption, or digital banking solutions.
Multiple contacts at the account showing patterns of intent.
Below, we break down the specific categories that yield the best results for financial services outreach.
Job Changes and New Hires in Key Roles
When a company hires a new leader, they often bring a mandate for change and a budget to execute it. This is a prime time for outreach.
Signal Type
Expansion Indicator
Job postings in relevant departments
Scaling and adding headcount (need for more seats)
More stakeholders from the same account
Cross-functional team interest
If a fintech firm hires a new Head of Compliance, they are likely reviewing their current regulatory software stack immediately.
Funding Rounds and Company Growth
Money in the bank usually means open purchase orders. When a company raises capital, they are under pressure to grow quickly and upgrade their infrastructure.
Look for these growth indicators:
Surging interest in adjacent topics.
New needs evolving in their business.
Content consumption on advanced features (outgrowing current setup).
Outreach here should focus on how your solution helps them scale faster or manage their new complexity efficiently.
Website Engagement and Content Interactions
Tracking how prospects interact with your own digital properties provides the clearest intent data available. It removes the guesswork entirely.
Mid-sized tech company example:
An operations team buyer visited a site 3 times in 2 days, showing clear intent. (Demandbase)
You should specifically monitor:
Track content consumption, webinar attendance, and engagement patterns.
Late-stage content signals: Prospect hits pricing/integrations or downloads a technical implementation guide.
Best Practices for Using High-Intent Signals
Collecting data is only the first step. The real value comes from how you execute your outreach based on that data. If you treat a high-intent lead the same way you treat a cold lead, you waste the opportunity.
Your goal is to transition from an interruption to a helpful intervention. You are reaching out because you know they have a problem you can solve. This shift in mindset is crucial for success in B2B financial services, where trust is paramount.
Tailor Outreach to the Signal
Your email copy must reference the context without being creepy. You want to show relevance, not surveillance.
Knowing that a prospect clicked a specific ad gives your sales rep a place to start the conversation. Instead of leading with generic questions, they can focus their outreach on a known pain point.
For example, if they researched "anti-money laundering API", do not send a generic "intro to our services" email. Send a case study on how you helped a similar firm streamline their AML processes.
Time Your Campaigns for Maximum Impact
Intent signals have a short shelf life. A prospect researching a solution today might make a decision next week. Speed is your competitive advantage.
"Recommendation: Refresh your intent signals at least quarterly to stay aligned with shifting priorities." - SmartBrief (SmartBrief)
If you wait too long, you risk the prospect engaging with a competitor who moved faster. Automate your workflows so that high-scoring signals trigger immediate tasks for your SDRs.
Track and Refine Your Approach
You must constantly evaluate which signals actually lead to revenue. Over time, you might find that webinar attendees convert poorly, while pricing page visitors convert highly.
Refine your scoring based on:
Prioritise by signal recency (recent activity beats stale signals).
Signal strength (explicit product research beats general category interest).
Relationship status (accounts with existing contacts or past engagement are warmer).
Adjust your algorithms regularly to ensure you are always focused on the best opportunities.
Common Mistakes to Avoid
The biggest error teams make is over-reliance on "black box" data. If you cannot explain why an account is scored highly, your sales team will lose trust in the system.
"Black-box account scores are less actionable than signals with verifiable evidence." - Onfire AI (Onfire AI)
Another mistake is failing to verify the data. Just because an account is surging in interest doesn't mean they are a good fit for your specific service. Always layer your Ideal Customer Profile (ICP) criteria over your intent data to ensure you aren't chasing bad leads that just happen to be active.
Conclusion
Prioritising high-intent email signals is the most effective way to improve your outbound results in 2026. By focusing on prospects who are already displaying buying behaviour—whether through job changes, funding news, or website visits—you can increase relevance and response rates significantly.
Remember to tailor your message to the specific signal, act quickly, and continuously refine your approach based on what works. In the high-stakes world of financial services sales, intelligence beats volume every time.
Frequently Asked Questions
How often should intent signals be refreshed for optimal email outreach?
Refresh high-intent signals weekly or bi-weekly to capture recent buyer behaviour, as signals lose relevance after 7-14 days. Automate updates using AI tools to align with fast-moving financial services decisions.
What free tools can detect basic high-intent email signals?
Use Google Alerts for funding news and job postings, LinkedIn Sales Navigator for new hires, and free website analytics like Google Analytics for visitor engagement. Combine with CRM data for initial scoring without paid intent platforms.
How do you score high-intent signals for prioritisation?
Assign scores based on recency (e.g., 40% weight), strength (30%, like pricing visits over blog reads), and volume (30%, multiple contacts). Aim for leads scoring 70+ out of 100 to focus outbound efforts.
What GDPR rules apply to using intent data in UK email campaigns?
Obtain explicit consent for personal data processing under GDPR, anonymise account-level signals, and include opt-out links in emails. Use first-party data prioritised to comply with privacy laws in financial services.
Can high-intent signals predict deal size in financial services?
Yes, signals like funding rounds correlate with 2-3x larger deals, while job changes in compliance roles predict mid-sized expansions averaging £150,000-£500,000. Track historical conversions to refine predictions.
