Know who is about to come into money, and call first.
Celorus finds the families and founders whose money is about to move, shows which of your own clients can open the door, and prepares your advisor for the room.
Some moments come before the money moves.
These are the kinds of moment a watcher can be set to catch. Your desk chooses which ones matter, and each one arrives with the conversation it opens.
| The moment | The conversation it opens |
|---|---|
| Proceeds from a share buyback | A wealth conversation |
| Shares sold under an employee stock plan | A timely reason to reopen the talk |
| A son or daughter joins the family company's board | The next generation is in: open the succession talk |
| A company getting ready to list | Be in the room before it does |
| A lock-in coming to an end | Start the investment conversation |
See the money early. Walk in warm. Grow what you already hold.
An illustration of what the three reads show for a single family. No real family is described here.
The money, before it moves
A promoter holds a large stake that is not yet liquid, and the company is hiring the people a company hires before it lists. The signs show up before the event does.
The way in, through your client
One of your own clients has sat on boards with the promoter for years and serves on the same club committee. He can make the call. Nobody else on your desk can.
What you did not know about your own client
The succession has started: a son has joined the board. A daughter holds a founder's stake that is not in your book. Each is a conversation your advisor can open.
One desk, three seats, a better day for each.
More qualified meetings from the team you have.
You set the number with us before we install, and it is measured on your own desk. You see what every seat is working on without asking.
- A number agreed before day one, counted on your desk
- Every seat's day in one view
- Hand-offs from inside sales to the right advisor, logged in your CRM
Walk into every meeting already knowing the family.
Every meeting opens on the client's situation and what fits it. Your own book shows you what you did not know about it: the family member with a stake you do not hold, the succession that just started.
- A meeting brief before every room
- What changed in your clients' lives, as it happens
- Which of your clients can open the next door
The research is done before you start.
The lists, the background and the CRM entries come off your desk. You get the names to call, why now, and the first words of the call. You set the meeting, and the advisor gets the brief.
- A ranked list with the reason for each name
- The first line, and what not to say
- Conversations logged in your CRM in one line
Start with the clients you want more of. Grow it as it proves itself.
- Day one
Start
One desk, two or three people, and the clients you want more of.
- The first weeks
Prove
Qualified conversations, counted on your desk against the number you set.
- Then, at your pace
Expand
More of your team, more of the workflow, deeper into your CRM and your book.
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.