Discovery call, next week?

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Matteo Ricci asked for a discovery call to understand Ostwalder's operation and regulator needs. Miriam Theisen offered Monday or Tuesday morning and Matteo confirmed Monday morning.

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What was said

What this says

As at Fri 9 Oct 2026

Matteo Ricci asked for a discovery call to understand Ostwalder's operation and regulator needs. Miriam Theisen offered Monday or Tuesday morning and Matteo confirmed Monday morning.

Ask: Matteo wants discovery covering the operation and what the regulator needs to see.

Customer view: Miriam, Head of Broker Operations, engaged quickly and offered two slots, though she said next week was tight.

Next: Matteo sends the calendar invite and runs discovery, where regulatory needs may point toward a security review.

AI · claude-sonnet-5-5 · as at Fri 9 Oct 2026

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The thread

Updated 9 Oct 26

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Messages3

First message2025-11-07

Last message2025-11-10

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Messages

Matteo Ricci 7 Nov 2025 10:05
to Miriam Theisen
Miriam, Thank you for our conversation. I would rather you heard this from me directly: I'd like to set up a discovery call so I can understand your operation and what your regulator needs to see. Would next week work? Best regards, Matteo
Miriam Theisen 7 Nov 2025 12:45
to Matteo Ricci
Matteo, Next week is tight but I can do Monday or Tuesday morning. Which suits you better? Miriam
Matteo Ricci 10 Nov 2025 16:42
to Miriam Theisen
Perfect. Monday morning works well. I'll send a calendar invite. Best regards, Matteo

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