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 CRM
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.
The look-alike agent
Finds more of the people you already sell to.
- Matched against your best clients
- Inside the band and the cities you cover
The resolver
Turns a name you hold into the person, the family and the businesses behind it.
- Who: the person or company, where, and what they do
- Relationships: family and businesses
- Network: investments, board seats, the clubs they belong to
- Wealth: an estimate, and where it comes from
The watcher
Watches the profiles you care about for an event in their life, or a change in what you offer. You decide what matters; we build it from your inputs.
- A share sale, a buyback, shares vesting
- A company preparing to list, or a lock-in ending
- A new generation joining the family board
The warm pathfinder
Connects a prospect to the network of the clients you already serve.
- Co-investors
- The same social 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. The watcher catches it.
- Inside sales
A fresh or reopened conversation lands on the console with the reach-out card: 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, the desk's work companion inside your AI tool, 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.
The watcher 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 decides, and who can introduce you.
The reach-out card names the family, who decides, and every route in, starting with the person on your desk who already knows them. It writes the first words of the call and lists what not to say.
- Who decides, and how to reach them
- The warm path through your own clients
- The opener, and what to avoid
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: watchers your desk has set to its own ideal client.
What you know
Day one: the record, and your book once it is connected.
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.