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Finding time for a discovery conversation

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Matteo Ricci proposed a discovery conversation. Niamh Costello chose Thursday morning, wants it focused on a single view of each broker firm, and asked for a plain description of where the brain runs and who can see what.

What was said

What this says

Current to 11 Oct 26

Matteo Ricci proposed a discovery conversation. Niamh Costello chose Thursday morning, wants it focused on a single view of each broker firm, and asked for a plain description of where the brain runs and who can see what.

Ask: Matteo asked for a discovery hour and offered to include security or data protection colleagues.

Customer view: Niamh wants the outcome first and the plan second. She will bring one colleague from the data office and keep her CISO out for now, but expects him involved soon.

Next: Matteo should prepare a plain description of where the brain runs and who can see what.

AI · claude-sonnet-5-5 · 11 Oct 2026

The thread

Updated 9 Oct 26
Typesales
Messages2
First message2026-02-05
Last message2026-02-05

Messages

  1. Matteo Ricci
    Matteo Ricci 5 Feb 2026 09:10
    to Niamh Costello
    Dear Niamh, Buongiorno, and thank you for agreeing to speak. I have taken over the Ardcarne relationship at BB-Demo and I would like to start properly. I would suggest a discovery conversation next week, about an hour at most. The aim is simple: understand what good looks like for your broker distribution and customer service teams, what your regulator needs to see, and where your data sits today. I will not bring slides. I would rather listen first and then tell you honestly whether the brain is a fit. Could you let me know which day suits you, Tuesday or Thursday? Either works for me, morning or afternoon. If anyone from your security or data protection side should be in the room, I am happy to include them from the start, since I would rather those questions came early than late. Let me confirm whatever we agree in writing straight afterwards. Best regards, Matteo Matteo Ricci Account Executive, BB-Demo
  2. Niamh Costello
    Niamh Costello 5 Feb 2026 11:16
    to Matteo Ricci
    Hi Matteo, Thank you for the clear note. Thursday is better for me, and the morning is best. Let's keep it focused. My priority is a single view of each broker firm that both distribution and customer service can trust, so I would like to spend most of the time on that outcome and only then on the plan. Please don't over-engineer the agenda. I will bring one colleague from the data office. I would rather leave my CISO out of the first conversation and bring him in once we know there is something worth reviewing, but I do need him comfortable before anything moves forward, so please assume he will be involved soon. One thing I would ask you to prepare: a plain description of where the brain runs and who can see what. That will be the first question I am asked internally. Best, Niamh On 5 Feb 2026, at 09:10, Matteo Ricci wrote: > Could you let me know which day suits you, Tuesday or Thursday?

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