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Finding a time for the discovery session

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Ardcarne Life Assurance: documents logo Ardcarne Life Assurance: documents · sales

Logistical: Matteo Ricci asks Niamh Costello for a one-hour discovery session with distribution, customer service and security. There is no customer response in the thread.

What was said

What this says

Current to 11 Oct 26

Logistical: Matteo Ricci asks Niamh Costello for a one-hour discovery session with distribution, customer service and security. There is no customer response in the thread.

Ask: Matteo wants people from broker distribution and customer service in the room, and welcomes a colleague from security. He offers Tuesday or Wednesday at 10:00 or 14:00.

Customer view: none recorded, as Niamh does not reply in this thread.

Next: Matteo will confirm the chosen slot in writing with a short agenda once Niamh picks one.

AI · claude-sonnet-5-5 · 11 Oct 2026

The thread

Updated 9 Oct 26
Typesales
Messages1
First message2026-03-20
Last message2026-03-20

Messages

  1. Matteo Ricci
    Matteo Ricci 20 Mar 2026 15:18
    to Niamh Costello
    Hello Niamh, Thank you again for the time on our call. I would like to set up a proper discovery session, so that I understand what good looks like for your brokers before we show you anything at all. The most useful people in the room would be someone from broker distribution and someone from customer service, since they are the two teams you want working from one view of each broker firm. If you are comfortable with it, I would also welcome a colleague from your security team. I would rather you heard from us early about how the brain runs inside your own Snowflake account and what your regulator needs to see, so that nothing arrives late in the process. The session would take about an hour. Could you do Tuesday or Wednesday next week, at either 10:00 or 14:00? If neither suits, please send me whatever slots are easier and I will work around them. Let me confirm that in writing once you have chosen, with a short agenda so everyone knows what we will cover and what we will not. Best regards, Matteo

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