Four agents, working one desk for you.
Celorus watches the people and companies that matter to your firm, works out which of them to call and why, and prepares your team for each conversation. This is the engine behind it.
It starts from what your firm already knows.
Every agent is built from your inputs, so the desk works on your clients and your mandate from the first day.
Your ideal client
The band you sell in and the cities you cover.
Your notes
The names, numbers and notes your team already keeps.
Your clients
The book you hold, and who in it knows whom.
What you offer
Your products and mandates, so every match has a reason.
Hunt new clients. Grow the ones you have.
More like your best clients
Finds more like the clients you already sell to, people or companies. A list, each name with the reason it is on it.
- Matched against your best clients
- Inside the band and the cities you cover
Word before the news
Tells you when a new name's moment arrives: a company going public, a fresh raise, a new director. An alert, with the source behind it.
- A share sale, a buyback, shares vesting
- A company preparing to list, or a lock-in ending
When a client is ready for more
Tells you what changed in an account you already hold that opens the next sale. The change, with its source and the opening line.
- A new generation joining the family board
- The change, with its source
Their coordinates, and the way in
Pinpoints who to reach, then finds the best way to them, starting with someone on your own desk. The path: who to ask, and what to say.
- Who: the person or company, where, and what they do
- Relationships: family and businesses
- Network: investments, board seats, the clubs they belong to
- Wealth: a band or a published figure, and where it comes from
- The warm path: co-investors, the same circle or club, shared board seats
From the event to the room.
- The event
Something changes in a profile's life, or in what you offer. It reaches your desk with its source.
- Inside sales
A fresh or reopened conversation lands on the console with the reach-out brief: who decides, the way in, the first line. Your inside sales team sets the meeting.
- The advisor
Your relationship manager walks in with the meeting brief. Where the chance is in the book you already hold, it goes straight to them.
- Every morning
Milan, your workspace, opens each seat's day with the morning brief: what moved overnight and what waits on you.
The pages your team works from.
These pages come from a sample desk: the firm, the families and every name on them are made up.
The change lands on your desk with its reason.
Celorus sees the event that opens a conversation: a stake sale, shares vesting, a company getting ready to list. It arrives on your inside sales console with what happened, the day it happened, and one button to make the family a prospect.
- What changed, and when
- One step to act on it
Know who to call, and what to say first.
The reach-out brief names the person to call and why now, then writes the opening line. It answers the questions they will ask, and lists what never to say.
- Who to call, and why now
- The opening line, and what they will ask
- What never to say
Your advisor knows the room before entering it.
The meeting brief gives your advisor the room: who is there, who can say yes, the line to open with, the facts that will come up, and what never to say.
- Who is in the room, and who can say yes
- The line to open with
- What never to say
Each morning starts with what waits on you.
The brief shows what moved overnight: mail waiting on you, chat to answer, meetings not yet on the calendar, conversations missing from your CRM.
- Meetings to put on the calendar
- Conversations your CRM does not have yet
Another firm can buy Celorus. It cannot buy what yours has built.
Any firm on Celorus can see the same event in time. What yours builds around its clients, it keeps: what it watches, what it knows, and how deep it runs.
What you watch
Day one: the same feed as any firm on Celorus.
A year in: the alerts your desk has set to its own ideal client.
What you know
Day one: the record, and your book once you bring it.
A year in: every seat on the team works from one shared picture of your clients.
How deep it runs
Day one: one desk, one workflow.
A year in: every conversation and every tool feeds one map of your clients, and you build your own agents on it.
The engine is common. What it builds around your clients is yours, and it grows as your team adds to it.
See it work on your own book.
A working session is an hour with the people who would use it. We look at the clients you want more of and show you what the desk would hand them tomorrow morning.