CAL Insights

Pipeline

Every outreach plan as a pursuit, moving from identified to contacted, proposal, then won or lost. The stage of record lives in briefs/_pipeline.yaml. Changing a stage here saves it in this browser only; useExport pipeline file and commit the file to share it with the team. Values are the plans' estimated deal midpoints, weighted by stage.

0Identified
0Contacted
0Proposal
0Won
0Lost
$0stage-weighted value (est.)

Identified

  1. Allianz SE
    Global platform roll-out (ABS)
    Cloud & core$20M–$60M
    Marco.Huwiler · since Oct 26, 2026
  2. Assicurazioni Generali S.p.A.
    Asset management platform
    Cloud & core$20M–$60M
    A.Bianchi · since Oct 26, 2026
  3. Banco Bilbao Vizcaya Argentaria, S.A. (BBVA)
    Mexico modernization
    Cloud & core$20M–$60M
    David.Cordero · since Oct 26, 2026
  4. Banco Santander, S.A.
    Gravity and ONE platform country rollouts
    Cloud & core$20M–$60M
    Miguel.Montanez · since Oct 26, 2026
  5. BNP Paribas SA
    Cardif insurance platforms
    Cloud & core$20M–$60M
    Philippe.Guyonnet · since Oct 26, 2026
  6. Citigroup Inc.
    Legacy application decommissioning and cloud migration
    Cloud & core$20M–$60M
    Anthony.G.James · since Oct 26, 2026
  7. Crédit Agricole S.A.
    Insurance and wealth platforms
    Cloud & core$20M–$60M
    Jerome.Barrue · since Oct 26, 2026
  8. Deutsche Bank AG
    Post-Postbank simplification
    Cloud & core$20M–$60M
    Markus.Bender · since Oct 26, 2026
  9. Intesa Sanpaolo S.p.A.
    Cloud migration waves
    Cloud & core$20M–$60M
    Fausto.Ricchiardi · since Oct 26, 2026
  10. Mitsubishi UFJ Financial Group, Inc. (MUFG)
    Legacy core modernization
    Cloud & core$20M–$60M
    Ippei.Hayakawa · since Oct 26, 2026
  11. Mizuho Financial Group, Inc.
    Americas CIB platform scaling
    Cloud & core$20M–$60M
    Hideki.Jin · since Oct 26, 2026
  12. NatWest Group plc
    Mortgage platform modernization
    Cloud & core$20M–$60M
    Nina.S.Raphael · since Oct 26, 2026
  13. The Bank of New York Mellon Corporation (BNY)
    Platform OM implementation
    Cloud & core$20M–$60M
    since Oct 26, 2026
  14. The Charles Schwab Corporation
    Cloud migration waves
    Cloud & core$20M–$60M
    since Oct 26, 2026
  15. Truist Financial Corporation
    Wholesale and Truist Securities platform growth
    Cloud & core$20M–$60M
    Katherine.A.Jacobs · since Oct 26, 2026
  16. UniCredit S.p.A.
    Platform roll-out (Aion and Vodeno) across countries
    Cloud & core$20M–$60M
    Gionata.Farioli · since Oct 26, 2026
  17. Wells Fargo & Company
    CIB and markets technology build-out for growth
    Cloud & core$20M–$60M
    since Oct 26, 2026
  18. Assicurazioni Generali S.p.A.
    Integration of recent acquisitions
    M&A & integration$15M–$45M
    A.Bianchi · since Oct 26, 2026
  19. Banco Santander, S.A.
    TSB integration and migration
    M&A & integration$15M–$45M
    Miguel.Montanez · since Oct 26, 2026
  20. Barclays PLC
    Tesco Bank migration
    M&A & integration$15M–$45M
    Paul.Stanley · since Oct 26, 2026
  21. BNP Paribas SA
    Asset management integration and platform rationalization
    M&A & integration$15M–$45M
    Philippe.Guyonnet · since Oct 26, 2026
  22. Capital One Financial Corporation
    Discover integration (systems, data, compliance remediation)
    M&A & integration$15M–$45M
    Robert.F.Flynn · since Oct 26, 2026
  23. Chubb Limited
    Integration of Asian acquisitions
    M&A & integration$15M–$45M
    Anoop.Kannan · since Oct 26, 2026
  24. Crédit Agricole S.A.
    Italy integration if the BPM deal advances
    M&A & integration$15M–$45M
    Jerome.Barrue · since Oct 26, 2026
  25. MetLife, Inc.
    PineBridge integration
    M&A & integration$15M–$45M
    since Oct 26, 2026
  26. The PNC Financial Services Group, Inc.
    Integration synergy and the next-acquisition integration factory
    M&A & integration$15M–$45M
    Gabriela.Skouloudi · since Oct 26, 2026
  27. UniCredit S.p.A.
    Cross-border integration planning (Commerzbank)
    M&A & integration$15M–$45M
    Gionata.Farioli · since Oct 26, 2026
  28. Zurich Insurance Group AG
    Beazley integration
    M&A & integration$15M–$45M
    Markus.Heyen · since Oct 26, 2026
  29. Bank of America Corporation
    Financial-crime and KYC transformation (AML consent order)
    Regulatory & risk$10M–$35M
    David.L.Schumacher · since Oct 26, 2026
  30. Citigroup Inc.
    Consent order data and controls programs
    Regulatory & risk$10M–$35M
    Anthony.G.James · since Oct 26, 2026
  31. JPMorgan Chase & Co.
    Regulatory data lineage and trade surveillance remediation follow-ons
    Regulatory & risk$10M–$35M
    Jonathan.M.Zandman · since Oct 26, 2026
  32. Morgan Stanley
    Client onboarding and AML/KYC modernization in Wealth Management
    Regulatory & risk$10M–$35M
    Laura.Astorino · since Oct 26, 2026
  33. The Toronto-Dominion Bank (TD Bank Group)
    AML and financial-crime transformation
    Regulatory & risk$10M–$35M
    Piyush.Bhatnagar · since Oct 26, 2026
  34. Visa Inc.
    Fraud AI
    Regulatory & risk$10M–$35M
    since Oct 26, 2026
  35. Aflac Incorporated
    Japan core and distribution modernization
    Cloud & core$11M–$33M
    takero.hayashi · since Oct 26, 2026
  36. Arthur J. Gallagher & Co.
    Agency system consolidation
    Cloud & core$11M–$33M
    Todd.C.Rebella · since Oct 26, 2026
  37. Banco Bradesco S.A.
    Core modernization
    Cloud & core$11M–$33M
    Kleber.Alencar · since Oct 26, 2026
  38. CaixaBank, S.A. (La Caixa group)
    Cosmos workstreams
    Cloud & core$11M–$33M
    Manuel.Lopez.Ordonez · since Oct 26, 2026
  39. CME Group Inc.
    Cloud migration waves (data, clearing)
    Cloud & core$11M–$33M
    since Oct 26, 2026
  40. Corebridge Financial, Inc.
    Policy admin consolidation
    Cloud & core$11M–$33M
    Brian.D.Demaster · since Oct 26, 2026
  41. Invesco Ltd.
    Platform migration and operations simplification
    Cloud & core$11M–$33M
    since Oct 26, 2026
  42. Japan Post Holdings Co., Ltd.
    Bank asset management modernization
    Cloud & core$11M–$33M
    Junji.Yamada · since Oct 26, 2026
  43. KKR & Co. Inc.
    Global Atlantic systems modernization
    Cloud & core$11M–$33M
    David.Cullen-Jones · since Oct 26, 2026
  44. M&T Bank Corporation
    Cloud and core modernization
    Cloud & core$11M–$33M
    since Oct 26, 2026
  45. Meiji Yasuda Life Insurance Company
    StanCorp group benefits platform
    Cloud & core$11M–$33M
    Naoyuki.Shibata · since Oct 26, 2026
  46. MS&AD Insurance Group Holdings, Inc.
    Domestic system consolidation
    Cloud & core$11M–$33M
    Naoyuki.Shibata · since Oct 26, 2026
  47. National Australia Bank Limited
    Tech simplification and cloud
    Cloud & core$11M–$33M
    Laura.Valmorbida · since Oct 26, 2026
  48. Poste Italiane S.p.A.
    Poste Vita insurance modernization
    Cloud & core$11M–$33M
    Valerio.Romano · since Oct 26, 2026
  49. Power Corporation of Canada
    Canada Life policy admin modernization
    Cloud & core$11M–$33M
    Greg.Mitchell · since Oct 26, 2026
  50. Regions Financial Corporation
    Core migration support (testing, data, change)
    Cloud & core$11M–$33M
    Rolfe.E.Hughes · since Oct 26, 2026
  51. The Progressive Corporation
    Commercial lines platform
    Cloud & core$11M–$33M
    since Oct 26, 2026
  52. American Express Company
    Commercial expense platform integration
    Payments$10M–$30M
    since Oct 26, 2026
  53. Capital One Financial Corporation
    Network migration program management
    Payments$10M–$30M
    Robert.F.Flynn · since Oct 26, 2026
  54. JPMorgan Chase & Co.
    Apple Card program migration
    Payments$10M–$30M
    Jonathan.M.Zandman · since Oct 26, 2026
  55. Mastercard Incorporated
    Agentic commerce programs
    Payments$10M–$30M
    since Oct 26, 2026
  56. The PNC Financial Services Group, Inc.
    Treasury management platform and client onboarding modernization
    Payments$10M–$30M
    Gabriela.Skouloudi · since Oct 26, 2026
  57. U.S. Bancorp
    Payments platform modernization and partnership and embedded-banking enablement
    Payments$10M–$30M
    since Oct 26, 2026
  58. Visa Inc.
    Agentic commerce enablement at issuers and merchants
    Payments$10M–$30M
    since Oct 26, 2026
  59. Aon plc
    NFP integration and middle-market platform
    M&A & integration$8.2M–$25M
    Daniel.M.Swinford · since Oct 26, 2026
  60. Ares Management Corporation
    Post-acquisition integration
    M&A & integration$8.2M–$25M
    since Oct 26, 2026
  61. Brown & Brown, Inc.
    Accession integration
    M&A & integration$8.2M–$25M
    since Oct 26, 2026
  62. Commerzbank AG
    Integration readiness if UniCredit proceeds
    M&A & integration$8.2M–$25M
    Christian.Toelkes · since Oct 26, 2026
  63. Corebridge Financial, Inc.
    Merger integration planning and execution
    M&A & integration$8.2M–$25M
    Brian.D.Demaster · since Oct 26, 2026
  64. Fidelity National Information Services, Inc. (FIS)
    Integration program support
    M&A & integration$8.2M–$25M
    Jess.A.Chappell · since Oct 26, 2026
  65. Fifth Third Bancorp
    Systems conversion and data migration, plus synergy capture
    M&A & integration$8.2M–$25M
    since Oct 26, 2026
  66. Global Payments Inc.
    Integration management office
    M&A & integration$8.2M–$25M
    since Oct 26, 2026
  67. Huntington Bancshares Incorporated
    Conversion programs
    M&A & integration$8.2M–$25M
    since Oct 26, 2026
  68. Nationwide Building Society
    Virgin Money migration and platform consolidation
    M&A & integration$8.2M–$25M
    Cora.Stone · since Oct 26, 2026
  69. Poste Italiane S.p.A.
    TIM integration and synergy program
    M&A & integration$8.2M–$25M
    Valerio.Romano · since Oct 26, 2026
  70. Tokio Marine Holdings, Inc.
    Suncorp integration (if it proceeds)
    M&A & integration$8.2M–$25M
    Akiko.Horie · since Oct 26, 2026
  71. WTW (Willis Towers Watson plc)
    Integration of Newfront and Cushon
    M&A & integration$8.2M–$25M
    since Oct 26, 2026
  72. American Express Company
    AI servicing and fraud
    AI & agents$8M–$25M
    since Oct 26, 2026
  73. Banco Bilbao Vizcaya Argentaria, S.A. (BBVA)
    Agentic AI in operations
    AI & agents$8M–$25M
    David.Cordero · since Oct 26, 2026
  74. Banco Santander, S.A.
    Gen AI operations at scale
    AI & agents$8M–$25M
    Miguel.Montanez · since Oct 26, 2026
  75. Bank of America Corporation
    Agentic AI in operations and contact centers
    AI & agents$8M–$25M
    David.L.Schumacher · since Oct 26, 2026
  76. Barclays PLC
    AI program scaling
    AI & agents$8M–$25M
    Paul.Stanley · since Oct 26, 2026
  77. BNP Paribas SA
    Gen-AI operations
    AI & agents$8M–$25M
    Philippe.Guyonnet · since Oct 26, 2026
  78. Crédit Agricole S.A.
    ACT 2028 tech and AI programs
    AI & agents$8M–$25M
    Jerome.Barrue · since Oct 26, 2026
  79. Deutsche Bank AG
    AI operations
    AI & agents$8M–$25M
    Markus.Bender · since Oct 26, 2026
  80. Intesa Sanpaolo S.p.A.
    AI at scale
    AI & agents$8M–$25M
    Fausto.Ricchiardi · since Oct 26, 2026
  81. JPMorgan Chase & Co.
    Agentic AI operating model for operations, KYC and servicing
    AI & agents$8M–$25M
    Jonathan.M.Zandman · since Oct 26, 2026
  82. MetLife, Inc.
    Group benefits operations transformation
    Cost & operations$8M–$25M
    since Oct 26, 2026
  83. Mitsubishi UFJ Financial Group, Inc. (MUFG)
    AI operations transformation
    AI & agents$8M–$25M
    Ippei.Hayakawa · since Oct 26, 2026
  84. Morgan Stanley
    Advisor and agentic AI platform build-out
    AI & agents$8M–$25M
    Laura.Astorino · since Oct 26, 2026
  85. NatWest Group plc
    Agentic AI operations
    AI & agents$8M–$25M
    Nina.S.Raphael · since Oct 26, 2026
  86. NatWest Group plc
    Wealth digital
    AI & agents$8M–$25M
    Nina.S.Raphael · since Oct 26, 2026
  87. Prudential Financial, Inc.
    Separation and divestiture execution
    M&A & integration$8M–$25M
    Nicholas.Chen · since Oct 26, 2026
  88. Prudential Financial, Inc.
    Cost transformation
    Cost & operations$8M–$25M
    Nicholas.Chen · since Oct 26, 2026
  89. State Street Corporation
    Operations automation
    AI & agents$8M–$25M
    since Oct 26, 2026
  90. Sumitomo Mitsui Financial Group, Inc. (SMFG)
    Yes Bank transformation support
    Cost & operations$8M–$25M
    Koichi.Sakamoto · since Oct 26, 2026
  91. The Bank of New York Mellon Corporation (BNY)
    Agentic operations at scale
    AI & agents$8M–$25M
    since Oct 26, 2026
  92. The Charles Schwab Corporation
    AI advice and service platform
    AI & agents$8M–$25M
    since Oct 26, 2026
  93. The Goldman Sachs Group, Inc.
    AI-enabled operations redesign in onboarding
    AI & agents$8M–$25M
    since Oct 26, 2026
  94. The Goldman Sachs Group, Inc.
    Separation and transition services for Apple Card
    M&A & integration$8M–$25M
    since Oct 26, 2026
  95. The Toronto-Dominion Bank (TD Bank Group)
    Restructuring and cost program
    Cost & operations$8M–$25M
    Piyush.Bhatnagar · since Oct 26, 2026
  96. Truist Financial Corporation
    Operations automation and agentic AI
    AI & agents$8M–$25M
    Katherine.A.Jacobs · since Oct 26, 2026
  97. U.S. Bancorp
    AI-enabled operations efficiency to hit operating leverage targets
    AI & agents$8M–$25M
    since Oct 26, 2026
  98. UBS Group AG
    CS decommissioning and data archiving
    M&A & integration$8M–$25M
    Steve.Pemberton · since Oct 26, 2026
  99. UBS Group AG
    Legal-entity and capital optimization
    Cost & operations$8M–$25M
    Steve.Pemberton · since Oct 26, 2026
  100. UBS Group AG
    Wealth advisor AI
    AI & agents$8M–$25M
    Steve.Pemberton · since Oct 26, 2026
  101. Wells Fargo & Company
    Agentic AI in operations and servicing
    AI & agents$8M–$25M
    since Oct 26, 2026
  102. AXA SA
    Prima scaling
    Cloud & core$6M–$20M
    Khalid.Lahraoui · since Oct 26, 2026
  103. Banco Bilbao Vizcaya Argentaria, S.A. (BBVA)
    Digital bank scaling
    Cloud & core$6M–$20M
    David.Cordero · since Oct 26, 2026
  104. Intesa Sanpaolo S.p.A.
    Isybank customer migration
    Cloud & core$6M–$20M
    Fausto.Ricchiardi · since Oct 26, 2026
  105. Mitsubishi UFJ Financial Group, Inc. (MUFG)
    Asian bank subsidiaries' digital
    Cloud & core$6M–$20M
    Ippei.Hayakawa · since Oct 26, 2026
  106. Mizuho Financial Group, Inc.
    Retail partnership digital
    Cloud & core$6M–$20M
    Hideki.Jin · since Oct 26, 2026
  107. State Farm Mutual Automobile Insurance Company
    Agent experience platform
    Cloud & core$6M–$20M
    Darcy.V.Dague · since Oct 26, 2026
  108. Sumitomo Mitsui Financial Group, Inc. (SMFG)
    Olive scaling
    Cloud & core$6M–$20M
    Koichi.Sakamoto · since Oct 26, 2026
  109. Coöperatieve Rabobank U.A.
    KYC and AML automation
    Regulatory & risk$5.5M–$19M
    Harald.Timmer · since Oct 26, 2026
  110. Macquarie Group Limited
    Risk and regulatory reporting
    Regulatory & risk$5.5M–$19M
    Jordan.Griffiths · since Oct 26, 2026
  111. MS&AD Insurance Group Holdings, Inc.
    Compliance and conduct remediation
    Regulatory & risk$5.5M–$19M
    Naoyuki.Shibata · since Oct 26, 2026
  112. Tokio Marine Holdings, Inc.
    Domestic conduct and compliance
    Regulatory & risk$5.5M–$19M
    Akiko.Horie · since Oct 26, 2026
  113. Allianz SE
    Claims and service agentic AI
    AI & agents$6M–$18M
    Marco.Huwiler · since Oct 26, 2026
  114. American International Group, Inc. (AIG)
    Underwriting and claims agentic AI scaling
    AI & agents$6M–$18M
    Amy.E.Gnagy · since Oct 26, 2026
  115. Assicurazioni Generali S.p.A.
    Claims and underwriting AI
    AI & agents$6M–$18M
    A.Bianchi · since Oct 26, 2026
  116. AXA SA
    P&C claims and underwriting AI
    AI & agents$6M–$18M
    Khalid.Lahraoui · since Oct 26, 2026
  117. Berkshire Hathaway Inc.
    GEICO policy, claims and telematics modernization
    AI & agents$6M–$18M
    since Oct 26, 2026
  118. Chubb Limited
    AI operations transformation
    AI & agents$6M–$18M
    Anoop.Kannan · since Oct 26, 2026
  119. State Farm Mutual Automobile Insurance Company
    Claims AI
    AI & agents$6M–$18M
    Darcy.V.Dague · since Oct 26, 2026
  120. Zurich Insurance Group AG
    Specialty underwriting workbench
    AI & agents$6M–$18M
    Markus.Heyen · since Oct 26, 2026
  121. KeyCorp
    Payments platform modernization
    Payments$5.5M–$16.5M
    since Oct 26, 2026
  122. Poste Italiane S.p.A.
    Payments platform
    Payments$5.5M–$16.5M
    Valerio.Romano · since Oct 26, 2026
  123. Regions Financial Corporation
    Treasury management digital platform
    Payments$5.5M–$16.5M
    Rolfe.E.Hughes · since Oct 26, 2026
  124. Barclays PLC
    Resilience and mainframe modernization
    Cyber & resilience$5M–$15M
    Paul.Stanley · since Oct 26, 2026
  125. Berkshire Hathaway Inc.
    Utility wildfire risk analytics
    Data & analytics$5M–$15M
    since Oct 26, 2026
  126. BlackRock, Inc.
    Private-markets operating model, data integration
    Cost & operations$5M–$15M
    since Oct 26, 2026
  127. Mastercard Incorporated
    Cyber services alliance
    Cyber & resilience$5M–$15M
    since Oct 26, 2026
  128. Mizuho Financial Group, Inc.
    Operational resilience
    Cyber & resilience$5M–$15M
    Hideki.Jin · since Oct 26, 2026
  129. Ameriprise Financial, Inc.
    Advisor experience platform
    AI & agents$4.4M–$14M
    since Oct 26, 2026
  130. Aon plc
    ABS operations automation
    AI & agents$4.4M–$14M
    Daniel.M.Swinford · since Oct 26, 2026
  131. Apollo Global Management, Inc.
    Athene operations and finance transformation
    Cost & operations$4.4M–$14M
    since Oct 26, 2026
  132. Banco Bradesco S.A.
    Transformation office
    Cost & operations$4.4M–$14M
    Kleber.Alencar · since Oct 26, 2026
  133. Citizens Financial Group, Inc.
    AI efficiency program delivery
    AI & agents$4.4M–$14M
    since Oct 26, 2026
  134. Commerzbank AG
    Momentum cost program
    Cost & operations$4.4M–$14M
    Christian.Toelkes · since Oct 26, 2026
  135. Coöperatieve Rabobank U.A.
    Agentic AI hub build-out
    AI & agents$4.4M–$14M
    Harald.Timmer · since Oct 26, 2026
  136. Fiserv, Inc.
    Transformation office for the reset
    Cost & operations$4.4M–$14M
    since Oct 26, 2026
  137. Japan Post Holdings Co., Ltd.
    Post-office network and logistics transformation
    Cost & operations$4.4M–$14M
    Junji.Yamada · since Oct 26, 2026
  138. Marsh McLennan (rebranding as Marsh)
    Back-office consolidation post-rebrand
    Cost & operations$4.4M–$14M
    since Oct 26, 2026
  139. Meiji Yasuda Life Insurance Company
    Banner Life separation and integration
    M&A & integration$4.4M–$14M
    Naoyuki.Shibata · since Oct 26, 2026
  140. National Australia Bank Limited
    AI operations and workforce redesign
    AI & agents$4.4M–$14M
    Laura.Valmorbida · since Oct 26, 2026
  141. Northern Trust Corporation
    Asset servicing operations automation (Matrix migration)
    AI & agents$4.4M–$14M
    since Oct 26, 2026
  142. OP Financial Group
    Shared platform and operations
    Cost & operations$4.4M–$14M
    Neeta.Nagar · since Oct 26, 2026
  143. PayPal Holdings, Inc.
    Cost transformation, portfolio review and agentic checkout
    Cost & operations$4.4M–$14M
    since Oct 26, 2026
  144. Power Corporation of Canada
    Empower recordkeeping operations AI
    AI & agents$4.4M–$14M
    Greg.Mitchell · since Oct 26, 2026
  145. Principal Financial Group, Inc.
    Retirement operations AI
    AI & agents$4.4M–$14M
    since Oct 26, 2026
  146. QBE Insurance Group Limited
    Global operations consolidation
    Cost & operations$4.4M–$14M
    Madhavan.S.Gopalan · since Oct 26, 2026
  147. Raymond James Financial, Inc.
    Advisor experience and AI
    AI & agents$4.4M–$14M
    since Oct 26, 2026
  148. S&P Global Inc.
    TSA exit and post-spin operations
    M&A & integration$4.4M–$14M
    since Oct 26, 2026
  149. Synchrony Financial
    Partner onboarding factory
    AI & agents$4.4M–$14M
    Andres.E.Garcia · since Oct 26, 2026
  150. T. Rowe Price Group, Inc.
    Cost transformation
    Cost & operations$4.4M–$14M
    since Oct 26, 2026
  151. Teachers Insurance and Annuity Association of America (TIAA)
    Recordkeeping and service operations AI
    AI & agents$4.4M–$14M
    Laurie.A.Mcgraw · since Oct 26, 2026
  152. The Jones Financial Companies, L.L.L.P. (Edward Jones)
    Advisor workstation and AI
    AI & agents$4.4M–$14M
    James.D.Benseler · since Oct 26, 2026
  153. The Jones Financial Companies, L.L.L.P. (Edward Jones)
    Operations automation
    AI & agents$4.4M–$14M
    James.D.Benseler · since Oct 26, 2026
  154. The Travelers Companies, Inc.
    Separation completion for the Canada sale (TSA exit)
    M&A & integration$4.4M–$14M
    Anoop.Kannan · since Oct 26, 2026
  155. United Overseas Bank Limited (UOB)
    Wealth platform
    AI & agents$4.4M–$14M
    Derrick.Khoo · since Oct 26, 2026
  156. Bank of Ireland Group plc
    Core and digital modernization
    Cloud & core$4M–$12M
    Raymond.A.Daly · since Oct 26, 2026
  157. Cincinnati Financial Corporation
    Policy admin and agent portal modernization
    Cloud & core$4M–$12M
    since Oct 26, 2026
  158. Erie Indemnity Company
    Core modernization support
    Cloud & core$4M–$12M
    since Oct 26, 2026
  159. CaixaBank, S.A. (La Caixa group)
    Bancassurance platforms
    Cloud & core$3.3M–$11M
    Manuel.Lopez.Ordonez · since Oct 26, 2026
  160. Macquarie Group Limited
    BFS digital banking
    Cloud & core$3.3M–$11M
    Jordan.Griffiths · since Oct 26, 2026
  161. Meiji Yasuda Life Insurance Company
    Domestic sales channel digitization
    Cloud & core$3.3M–$11M
    Naoyuki.Shibata · since Oct 26, 2026
  162. Nationwide Building Society
    Business banking build-out
    Cloud & core$3.3M–$11M
    Cora.Stone · since Oct 26, 2026
  163. OP Financial Group
    Digital banking
    Cloud & core$3.3M–$11M
    Neeta.Nagar · since Oct 26, 2026
  164. The Jones Financial Companies, L.L.L.P. (Edward Jones)
    Client digital experience
    Cloud & core$3.3M–$11M
    James.D.Benseler · since Oct 26, 2026
  165. Blackstone Inc.
    Portfolio company transformation (AI, cost, carve-outs)
    Cost & operations$2.8M–$11M
    Jason.H.Cook · since Oct 26, 2026
  166. KKR & Co. Inc.
    Portfolio carve-outs and value creation
    Cost & operations$2.8M–$11M
    David.Cullen-Jones · since Oct 26, 2026
  167. The Carlyle Group Inc.
    Portfolio value creation (AI, cost)
    Cost & operations$2.8M–$11M
    Rick.Barber · since Oct 26, 2026
  168. Arthur J. Gallagher & Co.
    Claims AI at Gallagher Bassett
    AI & agents$3.3M–$9.9M
    Todd.C.Rebella · since Oct 26, 2026
  169. Loews Corporation
    CNA underwriting and claims modernization
    AI & agents$3.3M–$9.9M
    since Oct 26, 2026
  170. OP Financial Group
    Insurance claims automation
    AI & agents$3.3M–$9.9M
    Neeta.Nagar · since Oct 26, 2026
  171. QBE Insurance Group Limited
    Underwriting platform
    AI & agents$3.3M–$9.9M
    Madhavan.S.Gopalan · since Oct 26, 2026
  172. The Allstate Corporation
    Claims transformation
    AI & agents$3.3M–$9.9M
    since Oct 26, 2026
  173. The Hartford Insurance Group, Inc.
    Middle market underwriting workbench
    AI & agents$3.3M–$9.9M
    since Oct 26, 2026
  174. The Travelers Companies, Inc.
    AI underwriting workbench and claims
    AI & agents$3.3M–$9.9M
    Anoop.Kannan · since Oct 26, 2026
  175. BlackRock, Inc.
    Aladdin client implementations as a partner
    Cost & operations$3M–$10M
    since Oct 26, 2026
  176. State Street Corporation
    Alpha client implementations (as a partner)
    Cost & operations$3M–$10M
    since Oct 26, 2026
  177. Arch Capital Group Ltd.
    Merger integration and synergy capture
    M&A & integration$3M–$9M
    since Oct 26, 2026
  178. Corpay, Inc.
    Integration of Alpha Group
    M&A & integration$3M–$9M
    since Oct 26, 2026
  179. Advent International
    Carve-out and TSA programs
    M&A & integration$2.8M–$8.8M
    B.Pech.De.Pluvinel · since Oct 26, 2026
  180. Aflac Incorporated
    Cyber remediation and security transformation (Japan and US)
    Cyber & resilience$2.8M–$8.2M
    takero.hayashi · since Oct 26, 2026
  181. Blackstone Inc.
    Data center and power programs
    Cost & operations$2.8M–$8.2M
    Jason.H.Cook · since Oct 26, 2026
  182. Franklin Resources, Inc. (Franklin Templeton)
    Operations platform consolidation
    Cost & operations$2.8M–$8.2M
    since Oct 26, 2026
  183. KKR & Co. Inc.
    Infrastructure program delivery
    Cost & operations$2.8M–$8.2M
    David.Cullen-Jones · since Oct 26, 2026
  184. Macquarie Group Limited
    Infrastructure portfolio company programs
    Cost & operations$2.8M–$8.2M
    Jordan.Griffiths · since Oct 26, 2026
  185. Nationwide Building Society
    Cyber and operational resilience
    Cyber & resilience$2.8M–$8.2M
    Cora.Stone · since Oct 26, 2026
  186. Teachers Insurance and Annuity Association of America (TIAA)
    Nuveen platform
    Cost & operations$2.8M–$8.2M
    Laurie.A.Mcgraw · since Oct 26, 2026
  187. The Capital Group Companies, Inc.
    ETF operations scaling internationally
    Cost & operations$2.8M–$8.2M
    Daniel.S.Mullin · since Oct 26, 2026
  188. The Capital Group Companies, Inc.
    Distribution analytics
    Data & analytics$2.8M–$8.2M
    Daniel.S.Mullin · since Oct 26, 2026
  189. The Carlyle Group Inc.
    Wealth and evergreen fund operations
    Cost & operations$2.8M–$8.2M
    Rick.Barber · since Oct 26, 2026
  190. United Overseas Bank Limited (UOB)
    Customer analytics and cross-sell
    Data & analytics$2.8M–$8.2M
    Derrick.Khoo · since Oct 26, 2026
  191. Lloyd's of London (Society of Lloyd's)
    Managing agent and broker platforms
    Cloud & core$2.1M–$7M
    Richard.G.Dolby · since Oct 26, 2026
  192. Block, Inc.
    Financial crime and compliance operations
    Regulatory & risk$2M–$7M
    since Oct 26, 2026
  193. Globe Life Inc.
    Agent compliance monitoring
    Regulatory & risk$2M–$7M
    since Oct 26, 2026
  194. Interactive Brokers Group, Inc.
    Possible regulatory compliance programs in new jurisdictions
    Regulatory & risk$2M–$7M
    since Oct 26, 2026
  195. Robinhood Markets, Inc.
    Regulatory compliance and operations scaling
    Regulatory & risk$2M–$7M
    since Oct 26, 2026
  196. Advent International
    Portfolio AI and cost transformation
    Cost & operations$1.8M–$7M
    B.Pech.De.Pluvinel · since Oct 26, 2026
  197. Fidelity National Information Services, Inc. (FIS)
    Joint core modernization deals at banks
    Cost & operations$1.7M–$5.5M
    Jess.A.Chappell · since Oct 26, 2026
  198. Intercontinental Exchange, Inc.
    Mortgage tech implementation partnerships
    Cost & operations$1.7M–$5.5M
    since Oct 26, 2026
  199. Moody's Corporation
    Partner-led KYC and credit solutions
    Cost & operations$1.7M–$5.5M
    since Oct 26, 2026
  200. Banco de Sabadell, S.A.
    TSA exit and simplification
    M&A & integration$1.6M–$5M
    Diego.Lopez.Abellan · since Oct 26, 2026
  201. Bank of Ireland Group plc
    Wealth platform
    AI & agents$1.6M–$5M
    Raymond.A.Daly · since Oct 26, 2026
  202. Cboe Global Markets, Inc.
    Separation and TSA exit
    M&A & integration$1.6M–$5M
    since Oct 26, 2026
  203. Everest Group, Ltd.
    Separation and TSA exits
    M&A & integration$1.6M–$5M
    since Oct 26, 2026
  204. American International Group, Inc. (AIG)
    New-CEO strategy refresh
    Cost & operations$1.5M–$4M
    Amy.E.Gnagy · since Oct 26, 2026
  205. Banco de Sabadell, S.A.
    SME digital banking
    Cloud & core$1.2M–$4M
    Diego.Lopez.Abellan · since Oct 26, 2026
  206. Krung Thai Bank Public Company Limited
    Virtual bank build
    Cloud & core$1.2M–$4M
    N.Temamornsup · since Oct 26, 2026
  207. Assurant, Inc.
    Claims and repair operations AI
    AI & agents$1.2M–$3.6M
    since Oct 26, 2026
  208. W. R. Berkley Corporation
    Shared data platform across units
    Data & analytics$1M–$3M
    since Oct 26, 2026
  209. Coinbase Global, Inc.
    Partner-led bank crypto programs
    Cost & operations$600K–$2M
    since Oct 26, 2026
  210. FactSet Research Systems Inc.
    AI product engineering
    Cost & operations$600K–$2M
    since Oct 26, 2026
  211. Jack Henry & Associates, Inc.
    Partner-led implementations
    Cost & operations$600K–$2M
    since Oct 26, 2026
  212. MSCI Inc.
    Partner-led data integration at asset managers
    Cost & operations$600K–$2M
    since Oct 26, 2026
  213. Nasdaq, Inc.
    Partner-led implementations
    Cost & operations$600K–$2M
    since Oct 26, 2026
  214. Lloyd's of London (Society of Lloyd's)
    Market digitization strategy reset
    Cost & operations$500K–$1.4M
    Richard.G.Dolby · since Oct 26, 2026

Nothing at this stage.

Contacted

    Nothing at this stage.

    Proposal

      Nothing at this stage.

      Won

        Nothing at this stage.

        Lost

          Nothing at this stage.

          214 plans. Default stage for a plan without an entry is Identified. Deal values are estimates, $3.2B in total at the midpoint.