Meridian Trust — Deal Intelligence Expansion
- Prospecting
- Qualification
- Solution Fit
- Proposal
- Negotiation
- Commit
- Closed Won
Risks
At risk5 active- POV blockerPricing pushback unresolved — buyer asked for usage-based alternative.
- POV blockerActive competitive evaluation — buyer benchmarking alternatives.
- Overdue commitmentContract Redlines · Rafael McAllister waiting
- POV at moderate riskTrending off-plan; one or more criteria unverified.
- Pricing pushback (FinServ)
- 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- Sat 10:22 AM · in 21dNexora <> Meridian Trust working session· POV Working Session · scheduled
- Mon 3:52 PM · in 9dInternal — Meridian Trust deal sync· Internal Sync · scheduled
- Mon 10:37 AM · in 2dMeridian Trust POV checkin· POV Checkin · scheduled
- Sun 2:52 PM · in 1dMeridian Trust — Nexora demo· Demo · scheduled
- Tue 9:07 AM · 4d 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.
- Sun 3:37 PM · 6d ago#deal-meridian-trust-deal-intelligence-expansion· Sasha Kim
Owe Meridian Trust the pricing proposal + tech architecture pack. They've been waiting a week+.
- Sat 3:37 PM · 7d ago#deal-meridian-trust-deal-intelligence-expansion· Taylor Brooks
Morgan Iyer is on 4 active POVs *and* 2 RFPs right now. We're going to drop something.
- Fri 5:22 PM · 8d ago#deal-meridian-trust-deal-intelligence-expansion· Taylor Brooks
Third Financial Services deal this quarter where Clearwave AI is on the shortlist. Worth a competitive teardown.
- Tue 3:52 PM · 11d ago#deal-meridian-trust-deal-intelligence-expansion· Sasha Kim
Meridian Trust is in cycles with Clearwave AI. They're undercutting us by ~15% on year 1.
- Tue 11:52 AM · 11d agoMeridian Trust forecast prep· 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.
- Mon 5:37 PM · 12d ago#deal-meridian-trust-deal-intelligence-expansion· Morgan Iyer
POV kickoff went well, Gabriel Hayes is bought in. Stakeholder list is solid.
- Sun 11:37 AM · 13d 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.