STEP 01
It finds the right accounts.
Tell Konsili what you sell and who you sell to. It surfaces the clients and prospects that fit — and flags the ones with a funding or M&A event right now — or bring your own portfolio.
For corporate & commercial banking · relationship-based selling
Account intelligence for corporate & commercial banking.
Open every client review already current on their funding, M&A, and leadership — deepening the relationship, not pitching cold. Konsili finds the right accounts and the right people, briefs each, and drafts the outreach. You approve.
Client briefing · reviewRefreshed 17 Apr
Calder Logistics
calderlogistics.com · 3,400 employees · Transport
P0Marcus Webb✓ Verified
Just closed the Halewell acquisition and opened a second facility — working-capital and FX needs are rising fast. A relationship-deepening conversation, not a cold pitch.
↓Briefing_CalderLogistics.pdfCreated just now
What it briefs
The four things that open a banking conversation.
A contact record doesn't tell you when a client's needs have moved. Konsili surfaces the change — and the angle to deepen the relationship.
◷
Funding & liquidity events
Refinancings, raises, and the timing that signals a working-capital need.
△
M&A & expansion
Acquisitions and new sites that move their working-capital and FX exposure.
◇
The decision-owner
The CFO or treasurer who holds the mandate — and how the relationship maps.
✎
The angle, drafted
Outreach that deepens the relationship, framed around their move. You edit and send.
How it works
Three steps. The research is ours; the relationship is yours.
STEP 02
It finds the right people, and briefs each.
The CFO or treasurer who owns the relationship, matched to the seniority you sell to. Plus a briefing on each — what's changed in their funding and M&A, where you add value.
STEP 03
You approve. We draft.
Outreach in your voice — email, LinkedIn, call opener — that deepens the relationship. You edit and send. A human, always.
Built for trust
Depth you can trust.
◷Specific & current.About this account, this week.
✓A human sends.Konsili drafts; you approve.
●Your data stays yours.Never sold, never shared with another customer.
▦UK / GDPR standards.Residency for enterprise.
Questions
What relationship managers ask.
Is this a lead database for new clients?+
No. It researches and briefs the clients and prospects you already cover — depth for relationship reviews, not a cold list.
How does it know about a client's funding or M&A?+
It surfaces public signals — acquisitions, financings, filings, leadership moves — and frames them for your review, dated to the moment.
Is it an AI that emails my clients for me?+
No. Konsili drafts; you approve and send every message. A copilot, not an autopilot.
Does it work with my CRM?+
Yes — two-way HubSpot sync, so clients, briefings, and outreach flow back automatically.
Bring one client you're reviewing. See what we find.
Tell us one client when you book. We'll have the full briefing ready — what's changed, who decides, and the angle — current and yours to keep.
UK enterprise · corporate & commercial banking · you keep the briefing