Financial services

Your AI teammate for financial services recruitment.

It sources, writes and reports in the Teams, Slack and inbox your firm already uses. It never approaches a protected client.

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Charlotte Hayes09:02

Halden want a shortlist of finance directors in London by Friday.

Vateri is working

VateriAI generated09:03Didn’t wait to be asked

Saw this and made a start. 9 strong matches, outreach drafted.

Halden · Finance DirectorLogged in Bullhorn

1,240 profiles searched
9 matched the brief
9 personal emails drafted

Emily ClarkeFD, Northgate Foods · Two PE exits, London based96%

James WhitlockGroup FD, Ridgeway · Open to a move since the sale93%

Oliver GrantInterim FD, Kestrel · Free from March91%

Approve and sendEdit

Works with your CRM, inbox and calls, plus 2,500+ other apps

BullhornEzekia+2,500

ICO registeredUK data hostingNothing sent without approval

The off-limits wall

A protected client is never approached. Even with always-approve on.

Your off-limits agreements live in your CRM. Vateri checks every name against them before you see a list. Conflict rules work the same way: a candidate in another process, a client’s own people, anyone who asked not to be contacted.

Vateri wants to send 9 emailsHalden · Finance Director · waiting for Charlotte

To9 people on the shortlist

Fromcharlotte@meridiansearch.com

2 removed by the off-limits wall. Their employer, Verex, is a client. Checked in Bullhorn.

LoggedOn each record in Bullhorn

Approved by Charlotte at 09:14. Logged.

A name is asked forA longlist, a shortlist or a draft wants to include someone.

The employer is checkedRead from your CRM, not guessed from an email address, then matched against every off-limits agreement.

Removed and loggedA protected client’s people never reach the list or the draft. The check is logged either way.

Meet Vateri

A retained search, without the admin.

From the brief to the Friday report. Each moment ends with you saying yes.

Charlotte Hayes09:02

Halden want a shortlist of finance directors in London by Friday.

Vateri is working

VateriAI generated09:03Didn’t wait to be asked

Saw this and made a start. 9 strong matches, outreach drafted.

Halden · Finance DirectorLogged in Bullhorn

1,240 profiles searched
9 matched the brief
9 personal emails drafted

Emily ClarkeFD, Northgate Foods · Two PE exits, London based96%

James WhitlockGroup FD, Ridgeway · Open to a move since the sale93%

Oliver GrantInterim FD, Kestrel · Free from March91%

Approve and sendEdit

Charlotte mentions a new brief in the team chat. Nobody asks, but Vateri searches your database and the open web, ranks the people who fit and drafts a personal email to each.

Control

Built for firms that answer to their clients.

A person approves everything that leaves the building.Every email, every booking and every change to a record waits for someone on your team to say yes.
The off-limits wall.Nobody at a protected client is ever approached, even with always-approve on. The employer is checked in your CRM, not guessed from an email address.
UK hosting. Never trained on your data.Your records stay in London, kept apart from every other firm’s. A data processing agreement comes with every plan.
Every suggestion is logged.What Vateri proposed, who approved it and when, in a log your firm can read.

Due diligence from a client?

A one-page answer sheet for their due diligence team is on the trust page: UK hosting, the approvals and the audit log, set out plainly.

Trust and security

Talk to a founder who has worked a search desk.Half an hour, in your Teams or Slack, with your kind of roles.

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Fourteen days free. Your off-limits rules from day one.

Nothing to move. One credit pool for the whole firm, from £50 a month.

Get early access Book a demo

No card. First workspaces open January. See pricing