The AI CRM for financial services recruitment.
One system for candidates, clients and mandates, with an assistant that does the admin for you. Built in London.
Built by people who ran financial services search desks.
THE PROBLEM
Recruitment runs on software built for someone else.
CRMs bent out of shape
Search firms run their desks on systems built for selling software, bent around recruitment until they fit badly.
Nothing talks to anything
The CRM, the spreadsheets, the diary, the inbox. Five tools, five versions of the truth, no connections.
So nobody actually uses them
The technology exists. Scattered across logins nobody opens, it goes unused, and the desk goes back to email.
The tools were never the problem. The places they live are. Vateri puts them in one.
ONE SYSTEM
Everything your desk needs, finally in one place.
At its core Vateri is a CRM built for financial services search: candidates, clients, funds and mandates in the language your market uses. Around it, modules you switch on as you need them.
THE CLIENT PORTAL
Your clients watch the search happen.
A portal in your brand, not ours. Your client follows the search live, reviews the shortlist and requests interviews, and the candidate hears the same hour. Walk through it.
White-labelled. The portal carries your firm’s brand. This one belongs to Meridian Search, a fictional firm.
SUBJECT Aldgate Peak would like to meet
MARKET INTELLIGENCE
It finds the work, not just processes it.
Vateri watches your market for you: who is leaving, who is on garden leave, which funds are staffing up. Then it tells you what the signal is worth and drafts the move.
0 per cent of a recruiting team’s time goes on coordinating interviews. 0 per cent of candidates walk away when scheduling drags. Vateri gives that time back and spends it winning mandates.
GOODTIME HIRING INSIGHTS 2026 · CRONOFY, 12,000 CANDIDATES
See Vateri on your own desk.
A demo takes half an hour and uses your market, not ours.