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Meridian Trust

Financial Services2.4k employees$740M revenueMinneapolis, MNmeridiantrust.com
ProspectAt risk
AE: Sasha Kim · SE: Morgan Iyer

Risks

At risk12 active
Account signals
  • High/critical feedback
    3 items across this account (30d)
Per opportunity2
  • · Solution Fit· 6 risks
    • POV blocker
      Pricing pushback unresolved — buyer asked for usage-based alternative.
    • POV blocker
      Active competitive evaluation — buyer benchmarking alternatives.
    • Overdue commitment
      Security Questionnaire · Riley Watson waiting
    • POV at moderate risk
      Trending off-plan; one or more criteria unverified.
    • Pricing pushback (FinServ)
    • Security bottleneck
  • · Solution Fit· 5 risks
    • POV blocker
      Pricing pushback unresolved — buyer asked for usage-based alternative.
    • POV blocker
      Active competitive evaluation — buyer benchmarking alternatives.
    • Overdue commitment
      Contract Redlines · Rafael McAllister waiting
    • POV at moderate risk
      Trending off-plan; one or more criteria unverified.
    • Pricing pushback (FinServ)

Opportunities

2 open · 1 closed
Closed (1)

Recent activity

30 items
  • Nexora <> Meridian Trust working session· POV Working Session · scheduled
    Sun 5:55 AM · in 21d
  • Live demo with Meridian Trust· Demo · scheduled
    Sun 4:40 AM · in 21d
  • Meridian Trust — technical deep dive· Technical Deep Dive · scheduled
    Wed 9:25 AM · in 10d
  • Internal — Meridian Trust deal sync· Internal Sync · scheduled
    Tue 11:25 AM · in 9d
  • Meridian Trust POV checkin· POV Checkin · scheduled
    Tue 6:10 AM · in 2d
  • Meridian Trust — Nexora demo· Demo · scheduled
    Mon 10:25 AM · in 1d
  • Meridian Trust — technical deep dive· Technical Deep Dive · scheduled
    Mon 4:25 AM · in 21h
  • #deal-meridian-trust-agentic-ui-platform· Sasha Kim

    Another FinServ shop pushing back on per-seat. We need a usage-based variant ready before next quarter.

    Sat 12:10 PM · 19h ago
  • #deal-meridian-trust-deal-intelligence-expansion· Sasha Kim

    Another FinServ shop pushing back on per-seat. We need a usage-based variant ready before next quarter.

    Wed 4:40 AM · 4d ago
  • #deal-meridian-trust-agentic-ui-platform· Morgan Iyer

    Meridian Trust just dropped a 40-question addendum on top of the CAIQ. This is going to take a week minimum.

    Tue 12:10 PM · 5d ago
  • #deal-meridian-trust-agentic-ui-platform· Sasha Kim

    Meridian Trust is in cycles with Clearwave AI. They're undercutting us by ~15% on year 1.

    Tue 11:25 AM · 5d ago
  • #deal-meridian-trust-deal-intelligence-expansion· Sasha Kim

    Owe Meridian Trust the pricing proposal + tech architecture pack. They've been waiting a week+.

    Mon 11:10 AM · 6d ago
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