CENTERSKY - THE AI AGENCY FOR CAPITAL MARKETS

Ask. It's done. It's logged.

For over twenty years, the answer to "can you pull this for me?" was an email, a queue, and a reply on a Tuesday.

Now your wholesalers just ask, from a phone between meetings, and the work happens inside your Salesforce under their own permissions, with a full audit trail behind every action.

Built inside your business, not bolted on.

Most AI arrives knowing nothing about your business. Ours is written into your CRM, against your objects, your fields, and the way your firm actually models a selling agreement.

WHAT YOUR TEAM CAN ASK FOR

Every one of these used to be an email.

Now it's a sentence. Your wholesalers ask, and the work happens in Salesforce.

Territory and prospecting

  • "Which prospects are closest to writing their first ticket?"

  • "Which reps in my territory changed firms this quarter?"

  • "Show me prospects who look like my top five producers."

    Advisor Intelligence · Reps in Motion · prospect-to-producer conversion

    Pipeline and follow-through

  • "Which producers stopped selling this quarter?"

  • "Who wrote one ticket and never came back?"

  • "Where did money move out of the fund last month?"

  • "Log every meeting from this week's trip."

    Blind Spot Detection · Money in Motion · targeted nurturing for one-ticket wonders and fallen angels

Campaigns and conferences

  • "Did the Dallas conference pay for itself?"

  • "Who engaged with last week's email and still hasn't been called?"

  • "Build the Q3 territory report."

    Conference ROI tracking · real-time engagement ranking · Salesforce Marketing Cloud, Pardot and Marketo

Data you can defend

  • "Is this rep still licensed?"

  • "How many net reps do we actually have?"

  • "Find the duplicates and merge them."

    Advisor data from AdvizorPro, FINTRX and Dakota · license sync from FINRA BrokerCheck and IAPD · gross versus net rep counts · CRD-driven deduplication


    Every one of those answers is only as good as the data underneath it. That part is not the AI's job.

INTEROPERABILITY

One request. Every department.

A question from a wholesaler in the field touches national accounts, marketing, and investor relations before it ever becomes an answer. Centersky connects, maintains, and manages all of it, providing answers that are complete instead of partial.

WHY CENTERSKY

The model is the easy part.

Any AI can produce a confident sentence. Getting a true answer out of a sponsor's Salesforce takes four things that do not come in the box.

The context layer arrives empty

Salesforce built somewhere for your agents to learn what your business means. It does not arrive knowing what a selling agreement is at your firm, which object holds it, or why a fallen angel is not a one-ticket wonder. It does not know that your rep counts have to be netted against IAPD before anyone quotes them. Those distinctions are not in any model and not in any platform. We write them in.

Data clean enough to trust

AI does not fix a duplicated rep, a stale license, or a rep-to-firm mapping nobody has touched since 2019. It delivers the wrong answer faster and with more confidence. We clean the foundation before anyone asks the first question, against FINRA BrokerCheck, IAPD, and CRD.

Somebody runs it on Monday

Your security model assumes a person with a login and working hours. An agent has neither. Standing one up is becoming the easy part. Knowing how many you are running, what each one is allowed to touch, and which one to shut off at two in the morning is not. We keep the inventory, scope permissions across Agentforce and Claude, and answer for what your agents did when your Chief Compliance Officer asks. An architecture cannot sit for an examination. We stand behind the work in writing.

Locked inside your walls

There is more than one right answer now. Claude in your own Team or Enterprise workspace, connected to your Salesforce org and nothing else. Claude inside the Salesforce Trust Boundary through Claudeforce. A routed model inside Agentforce for routine volume. Each one carries a different compliance profile, and your Chief Compliance Officer should see the difference before you choose. We walk your firm through that decision, then we run whichever you pick. Your data stays in your tenant. Nothing is pooled across clients.

A general-purpose sales agent like Hunter can work a pipeline. It cannot tell you whether the rep it just emailed still holds a license, or whether that firm has an active selling agreement with any of your funds.

What is your AI and CRM roadmap? If you do not have one yet, that is exactly the conversation to have. Contact us!

 
 

2013 Alternative Investment Sponsor Innovation Award Winner

Innovating for your success with integrity, compliance, and excellence since 2006

Centersky, your trusted partner in the Public Non Traded REIT and DST Alternative Investment Markets.