Matteo Ricci

Ardcarne Life Assurance / B-Brain – Discovery

Callcompleted

Ardcarne Life Assurance: documents logo Ardcarne Life Assurance: documents · 2026-02-09 11:15

First 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 was said

What this says

Current to 11 Oct 26

First 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.

AI · claude-sonnet-5-5 · 11 Oct 2026

Themes

Current to 9 Oct 26
Theme
Enterprise discovery, broker single view
Importance
upsell
Sentiment
positive
Voice
decision-maker

Who 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.

Transcript

Not yet analysedThe transcript has not been written yet.

B-Brain is a fictional company; every organisation and person here is invented. Built by site/build_site.py from the site tree, data as of Fri 9 Oct 2026. Help & Support

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Help & Support

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What the data covers

DataRecords
Organisations75
People at customers290
B-Brain staff40
Calls784
Email threads1,169
Support tickets449
Documents477
Deals117
Invoices101
Events49
News items56

Data as of Fri 9 Oct 2026. Text marked AI was written by the brain from the records listed in its made-from link; an AI output that cannot cite its evidence is refused and the previous text kept. Where two systems disagree (for example a contract and the CRM), the key facts show both values and mark the difference.

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