CENTERSKY - THE AI AGENCY FOR CAPITAL MARKETS
Ask. It's done. It's logged.
For twenty years, the answer to "can you pull this for me?" was an email, a queue, and a reply on 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 as a layer floating above your CRM. Ours is written into it, against your objects, your fields, and the way your firm actually models a selling agreement. That is why the answers come back in your language instead of a generic one.
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
"Find advisors with active selling agreements within a 30-minute drive."
"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.
A context layer built for this industry
An AI does not know 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 before anyone quotes them. Those distinctions are not in any model. We write them into your environment before your first question.
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.
A firm that is accountable
An AI cannot sign an agreement, sit for an examination, or answer your Chief Compliance Officer. We deploy the agents, supervise them day to day, and stand behind what they do in writing.
Locked inside your walls
Your agents run in your own Claude Team or Enterprise workspace, governed by your corporate AI policy and connected to your Salesforce org and nothing else. Your data stays in your tenant. Nothing is pooled across clients. Under Anthropic's commercial terms, inputs and outputs are not used to train models by default.
What’s your AI<>CRM roadmap? Don’t have one? 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.