Meridian Trust — Agentic UI Platform
- Prospecting
- Qualification
- Solution Fit
- Proposal
- Negotiation
- Commit
- Closed Won
Risks
At risk7 active- POV blockerPricing pushback unresolved — buyer asked for usage-based alternative.
- POV blockerActive competitive evaluation — buyer benchmarking alternatives.
- Overdue commitmentSecurity Questionnaire · Riley Watson waiting
- POV at moderate riskTrending off-plan; one or more criteria unverified.
- Pricing pushback (FinServ)
- Security bottleneck
- High/critical feedback3 items in the last 30 days
- Agentic UI surfaces a next-best-action on 80%+ of open opportunities within first 24h
- Forecast Agent rollup accuracy within ±5% vs. manager-submitted forecast
- Time-to-summary on call recordings under 60s end-to-end
- Pricing pushback unresolved — buyer asked for usage-based alternative.
- Active competitive evaluation — buyer benchmarking alternatives.
Recent activity
30 items- Sun 3:34 AM · in 21dLive demo with Meridian Trust· Demo · scheduled
- Wed 8:19 AM · in 10dMeridian Trust — technical deep dive· Technical Deep Dive · scheduled
- Mon 3:19 AM · in 21hMeridian Trust — technical deep dive· Technical Deep Dive · scheduled
- Sat 11:04 AM · 19h ago#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.
- Tue 11:04 AM · 5d 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 10:19 AM · 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.
- Sun 8:04 AM · 7d ago#product-feedback· Sasha Kim
Pricing feedback from Meridian Trust (Financial Services): per-seat doesn't fit their buying pattern. Want usage-based or hybrid.
- Wed 11:04 AM · 11d ago#deal-meridian-trust-agentic-ui-platform· Morgan Iyer
Same pattern as 3 other deals this quarter — we keep hitting custom security addenda at Solution Fit. Is there a way to standardize?
- Wed 6:34 AM · 11d ago#deal-meridian-trust-agentic-ui-platform· Sasha Kim
Forecast call Wednesday — anyone got a strong objection to keeping this in Commit?
- Wed 6:04 AM · 11d ago#deal-meridian-trust-agentic-ui-platform· Taylor Brooks
Third Financial Services deal this quarter where Clearwave AI is on the shortlist. Worth a competitive teardown.
- Tue 12:34 PM · 12d ago#deal-meridian-trust-agentic-ui-platform· Taylor Brooks
Morgan Iyer is on 4 active POVs *and* 2 RFPs right now. We're going to drop something.
- Mon 10:04 AM · 13d agoInternal — Meridian Trust deal sync· Internal Sync · completed
Reviewed open commitments, calendar density, and whether to push or pull the close date. Internal-only sync between Sasha Kim, Morgan Iyer, and management to align on next steps and risks for Meridian Trust. Gabriel Hayes pushed back on pricing structure: said the per-seat model doesn't fit FinServ buying patterns and asked for a usage-based alternative.