Your client files already say what each family needs next. Elixir reads them.
A licensed operating model for trust and corporate service providers. It turns the data you already hold into early alerts and billable services. Example: a UK 10-year trust charge flagged at 9.5 years, with the filing prepared before it is due.
Book a discovery callSee how it worksService today is reactive
Most firms answer instructions. Few see needs coming.
Fees go unearned
Structuring, governance and succession needs sit unaddressed until the client, or a competitor, raises them.
Deadlines slip
Long-cycle obligations such as the UK 10-year trust filing are easy to forget and costly to get wrong.
Data sits unused
Thousands of onboarding, due-diligence, transaction and correspondence items are captured once, then filed.
How it works
Four steps, from the file you already have to a service you can bill.
Capture
Structured data from onboarding, due diligence, meetings and correspondence, with the client's permission and a stated purpose.
Recognise
The engine matches the data to a taxonomy of life events specific to trust business.
Predict
Ranked service opportunities reach the relationship manager before the client has asked.
Deliver
Your team follows a playbook, or Elixir introduces and contracts a vetted third party.
The engine is in development. Figures such as a five-minute onboarding of a complex structure are design targets, not yet measured on a live client.
An operating model, not a plug-in
Four parts are licensed together, because firms rarely adopt a tool on its own.
Data taxonomy
The signals that matter in a client file.
Predictive engine
Matches signals to life events and ranks the likely needs.
Service playbook
What your team does when a signal fires.
Delivery framework
Implementation, training, support and updates.
Built on existing screening, identity and core-system vendors. Elixir adds document pre-fill, OCR and the preemptive layer.
Pricing
One yearly licence fee of about 10% of your annual fee income. It covers the platform, implementation, support, training and updates.
| Your annual fee income | Licence fee a year |
|---|---|
| £250,000 | £25,000 |
| £500,000 | £50,000 |
| £1,000,000 | £100,000 |
Examples. The final basis of the fee is still being settled.
Start with a pilot
A defined pilot on your own data before you commit to a licence. Stop after the pilot if it does not earn its keep.
Get started
Three steps, each short.
Discovery call
Fit, data readiness and timing.
Data and fit assessment
A structured review against your client base.
Pilot
A defined pilot to prove the model on your data.