What was said
What this says
Current to 11 Oct 26First discovery call with Niamh Costello, Chief Data Officer, on 9 Feb 2026. She wants one view per broker firm, with regulatory control and SSO. Her decision target is 30 Jun 2026, with her COO signing.
What happened: Niamh described broker data split across policy, CRM, helpdesk, calls and mailboxes, and defined success as one page per firm. Matteo Ricci and Hannah Lowe covered Enterprise tier, security review support and the Snowflake architecture.
Customer view: She is supervised by the Central Bank and sits under DORA, so exit without losing records matters. SSO is non-negotiable, and her CISO will have a long list.
Commercial: Matteo gave a working figure of £155,000 for the whole deal, stressing it includes the one-off implementation and is not the annual subscription. Niamh asked for the split in writing, and Ronan signs after a one-page summary.
Watch: Her main worry is delivery drama and vague timelines. She also warned that matching broker firms has drifted before without a named owner.
Themes
Current to 9 Oct 26Who was there
B-Brain
Them
Follow-up
Next steps
Current to 9 Oct 26- Matteo Ricci sends a written summary with a one-page split of the £155,000 between one-off implementation and annual subscription.
- Hannah Lowe sends the architecture note with the exit point at the top, plus the sample-data request.
- Matteo Ricci arranges the demo with the distribution and customer service leads in a couple of weeks.
Risks
Current to 9 Oct 26- Niamh's 30 Jun 2026 decision target depends on the security review and her CISO being comfortable.
- Broker firm matching has drifted before, so a named owner of the firm list is needed on her side.
- She will not accept vague timelines after a past project that overran badly.
Opportunities
Current to 9 Oct 26- Enterprise tier fits her need for SSO, security review support and an executive sponsor, though she starts with two teams.
- A demo built around her three asks, using anonymised sample data, can win the two team leads.