The AI CRM for financial services recruitment.
One system that does the administrative work, so your consultants spend their time on the work that generates revenue.
The problem
Recruiters in financial services are spending too much time on admin.
- 01Back and forth with the client. Back and forth with the candidate.
- 02Interviews to schedule. Calls to organise.
- 03Hours in Sales Navigator looking for the right person.
- 04The same template for every candidate, or an afternoon personalising each one.
- 05Ideas for the client sent over as a spreadsheet.
- 06One long email chain per mandate, just for the updates.
The admin, in numbers.
The average retained executive search, from brief to placement.
Of manual admin per vacancy for UK recruiters. More than two working days per hire.
Of a recruiting team’s time goes on scheduling interviews.
Of people hired last year were already sitting in the firm’s own database.
Less admin. More search.
Here is how.
The solution
One CRM at the centre. A team of administrative agents around it.
One system that does the administrative work, so your consultants spend their time on the work that generates revenue.
A look at the agent team. What each one can do for your desk.
Knows the market and who is in it. Hiring trends, who is moving where, which funds and strategies are doing well, plus the people already in your CRM who would suit a new mandate.
More on market map →Senior Macro PM · Aldgate Peak
Strongest first · nothing scrapedSee it on your own desk.Half an hour, your searches, no slides.
Built by people who did the admin. Three founders in London.
One of us spent a year inside a financial-services search firm doing the work Vateri now takes on. The other two bring the relationships, the commercial model and the market evidence.
Meet the three of us →