What was said
What this says
Current to 11 Oct 26Discovery call on 24 Mar 2026 with Ardcarne's Chief Data Officer and Chief Operating Officer. The aim is one view of each broker firm across distribution and service. A working £155,000 engagement total was given, with security review as the gate.
What happened: Matteo Ricci ran discovery with Niamh Costello, Chief Data Officer, and Ronan Tierney, Chief Operating Officer, who dropped off early. Ronan asked what decision was needed from him and Matteo said none.
Customer view: Niamh wants one view of each broker firm across distribution and service, with sources shown and role-based answers. She calls the security review the gate and ties exit planning to DORA.
Commercial: Matteo scoped the Enterprise tier and gave a working figure of £155,000 as a total for the engagement, not an annual price. The target close is 30 Jun 2026 and the split is to be confirmed in writing.
Watch: the policy platform belongs to a technology group that Niamh called cooperative but not always fast, and no date was promised. Whether B-Brain lands on the outsourcing register is undecided.
Themes
Current to 9 Oct 26Who was there
B-Brain
Them
Follow-up
Next steps
Current to 9 Oct 26- Matteo to send a written summary, a note on the masked sample extract and a proposal outline with implementation and subscription shown separately.
- Matteo to arrange a meeting between Niamh and Elena Novak before signing.
- Theo to list the expected connectors with a named owner against each.
Risks
Current to 9 Oct 26- The CISO security review is the gate, so any slippage there moves the 30 Jun 2026 target.
- Exit plan and incident notification terms under DORA must be written down and credible.
- The policy platform connector depends on a technology group's change calendar and has no agreed date.
Opportunities
Current to 9 Oct 26- Enterprise tier scoped for two teams in a regulated environment, with a working engagement total of £155,000.
- Audience can start with team leaders and analysts, then widen to the front line.