Shelved its Blueprint Two market modernization program to rethink strategy
Patrick Tiernan
CEO · Executive on file, Plan buyer
Relationship
Not mapped
Likely agenda
Enterprise-wide priorities
Account health
34 Build · Diamond account; 2 plans not yet started
Their priorities
CEO Patrick Tiernan (since 2025) confirmed the end of the "courageous but costly" Blueprint Two digital modernization program and is rethinking how to digitize the market (data standards, Core Data Record, digital placement). unverified
Market performance oversight, growth and attracting new capital. unverified
Recent news
No dated news on file. Check the brief's signals before the meeting.
Talking points
The reset of market modernization is a chance to shape a pragmatic, incremental digital roadmap with the Corporation and major managing agents.
Why now: The reset of market modernization is a chance to shape a pragmatic, incremental digital roadmap with the Corporation and major managing agents.
Ask: A 4-week first-100-days fact base for the CEO: market position, value at stake by business, and three strategic options.
Managing agent and broker platformsCloud & coreIdentified
Why now: Not applicable at market level, though managing agent consolidation is active.
Ask: A 6-week digital proposition sprint: customer research, a clickable prototype of the priority journey, and a release plan with acquisition and cost-to-serve targets.
Market modernization stalling, competitiveness against other hubs, and cyber.
Chief Strategy Officer
Name not on file · Plan buyer
Relationship
Not mapped
Likely agenda
M&A & integration, Cost & operations
Account health
34 Build · Diamond account; 2 plans not yet started
Their priorities
CEO Patrick Tiernan (since 2025) confirmed the end of the "courageous but costly" Blueprint Two digital modernization program and is rethinking how to digitize the market (data standards, Core Data Record, digital placement). unverified
Recent news
No dated news on file. Check the brief's signals before the meeting.
Talking points
The reset of market modernization is a chance to shape a pragmatic, incremental digital roadmap with the Corporation and major managing agents.
Why now: The reset of market modernization is a chance to shape a pragmatic, incremental digital roadmap with the Corporation and major managing agents.
Ask: A 4-week first-100-days fact base for the CEO: market position, value at stake by business, and three strategic options.
34 Build · Diamond account; 2 plans not yet started
Their priorities
CEO Patrick Tiernan (since 2025) confirmed the end of the "courageous but costly" Blueprint Two digital modernization program and is rethinking how to digitize the market (data standards, Core Data Record, digital placement). unverified
Recent news
No dated news on file. Check the brief's signals before the meeting.
Talking points
The reset of market modernization is a chance to shape a pragmatic, incremental digital roadmap with the Corporation and major managing agents.
Why now: The reset of market modernization is a chance to shape a pragmatic, incremental digital roadmap with the Corporation and major managing agents.
Ask: A 4-week first-100-days fact base for the CEO: market position, value at stake by business, and three strategic options.
34 Build · Diamond account; 2 plans not yet started
Their priorities
CEO Patrick Tiernan (since 2025) confirmed the end of the "courageous but costly" Blueprint Two digital modernization program and is rethinking how to digitize the market (data standards, Core Data Record, digital placement). unverified
Market performance oversight, growth and attracting new capital. unverified
Recent news
No dated news on file. Check the brief's signals before the meeting.
Talking points
The reset of market modernization is a chance to shape a pragmatic, incremental digital roadmap with the Corporation and major managing agents.
Why now: The reset of market modernization is a chance to shape a pragmatic, incremental digital roadmap with the Corporation and major managing agents.
Ask: A 4-week first-100-days fact base for the CEO: market position, value at stake by business, and three strategic options.
Managing agent and broker platformsCloud & coreIdentified
Why now: Not applicable at market level, though managing agent consolidation is active.
Ask: A 6-week digital proposition sprint: customer research, a clickable prototype of the priority journey, and a release plan with acquisition and cost-to-serve targets.
Market modernization stalling, competitiveness against other hubs, and cyber.
Head of the business line
Name not on file · Plan buyer
Relationship
Not mapped
Likely agenda
Enterprise-wide priorities
Account health
34 Build · Diamond account; 2 plans not yet started
Their priorities
CEO Patrick Tiernan (since 2025) confirmed the end of the "courageous but costly" Blueprint Two digital modernization program and is rethinking how to digitize the market (data standards, Core Data Record, digital placement). unverified
Market performance oversight, growth and attracting new capital. unverified
Recent news
No dated news on file. Check the brief's signals before the meeting.
Talking points
The reset of market modernization is a chance to shape a pragmatic, incremental digital roadmap with the Corporation and major managing agents.
Plays to raise
Managing agent and broker platformsCloud & coreIdentifiednamed buyer
Why now: Not applicable at market level, though managing agent consolidation is active.
Ask: A 6-week digital proposition sprint: customer research, a clickable prototype of the priority journey, and a release plan with acquisition and cost-to-serve targets.
Why now: The reset of market modernization is a chance to shape a pragmatic, incremental digital roadmap with the Corporation and major managing agents.
Ask: A 4-week first-100-days fact base for the CEO: market position, value at stake by business, and three strategic options.
Market modernization stalling, competitiveness against other hubs, and cyber.
Chief Digital Officer
Name not on file · Plan buyer
Relationship
Not mapped
Likely agenda
AI & agents, Cloud & core, Payments
Account health
34 Build · Diamond account; 2 plans not yet started
Their priorities
CEO Patrick Tiernan (since 2025) confirmed the end of the "courageous but costly" Blueprint Two digital modernization program and is rethinking how to digitize the market (data standards, Core Data Record, digital placement). unverified
Not applicable at market level, though managing agent consolidation is active. unverified
Blueprint Two shelved. Brokers and managing agents are building their own digital solutions. Velonetic (formerly XIS) handles market processing. unverified
Market modernization stalling, competitiveness against other hubs, and cyber. unverified
Recent news
No dated news on file. Check the brief's signals before the meeting.
Talking points
The reset of market modernization is a chance to shape a pragmatic, incremental digital roadmap with the Corporation and major managing agents.
Plays to raise
Managing agent and broker platformsCloud & coreIdentifiednamed buyer
Why now: Not applicable at market level, though managing agent consolidation is active.
Ask: A 6-week digital proposition sprint: customer research, a clickable prototype of the priority journey, and a release plan with acquisition and cost-to-serve targets.
Market modernization stalling, competitiveness against other hubs, and cyber.
CMO
Name not on file · Plan buyer
Relationship
Not mapped
Likely agenda
AI & agents, Cloud & core, Payments
Account health
34 Build · Diamond account; 2 plans not yet started
Their priorities
CEO Patrick Tiernan (since 2025) confirmed the end of the "courageous but costly" Blueprint Two digital modernization program and is rethinking how to digitize the market (data standards, Core Data Record, digital placement). unverified
Not applicable at market level, though managing agent consolidation is active. unverified
Blueprint Two shelved. Brokers and managing agents are building their own digital solutions. Velonetic (formerly XIS) handles market processing. unverified
Market modernization stalling, competitiveness against other hubs, and cyber. unverified
Recent news
No dated news on file. Check the brief's signals before the meeting.
Talking points
The reset of market modernization is a chance to shape a pragmatic, incremental digital roadmap with the Corporation and major managing agents.
Plays to raise
Managing agent and broker platformsCloud & coreIdentifiednamed buyer
Why now: Not applicable at market level, though managing agent consolidation is active.
Ask: A 6-week digital proposition sprint: customer research, a clickable prototype of the priority journey, and a release plan with acquisition and cost-to-serve targets.
Market modernization stalling, competitiveness against other hubs, and cyber.
CIO
Name not on file · Plan buyer
Relationship
Not mapped
Likely agenda
Cloud & core, Data & analytics, AI & agents, Cyber & resilience
Account health
34 Build · Diamond account; 2 plans not yet started
Their priorities
CEO Patrick Tiernan (since 2025) confirmed the end of the "courageous but costly" Blueprint Two digital modernization program and is rethinking how to digitize the market (data standards, Core Data Record, digital placement). unverified
Not applicable at market level, though managing agent consolidation is active. unverified
Blueprint Two shelved. Brokers and managing agents are building their own digital solutions. Velonetic (formerly XIS) handles market processing. unverified
Market modernization stalling, competitiveness against other hubs, and cyber. unverified
Recent news
No dated news on file. Check the brief's signals before the meeting.
Talking points
The reset of market modernization is a chance to shape a pragmatic, incremental digital roadmap with the Corporation and major managing agents.
Plays to raise
Managing agent and broker platformsCloud & coreIdentifiednamed buyer
Why now: Not applicable at market level, though managing agent consolidation is active.
Ask: A 6-week digital proposition sprint: customer research, a clickable prototype of the priority journey, and a release plan with acquisition and cost-to-serve targets.
Market modernization stalling, competitiveness against other hubs, and cyber.
Sourcing. Built from the account brief, outreach plans, tracked intel and the relationship file. Items without a source link come from model knowledge and are unverified, and deal ranges are estimates. Confirm names and roles before the meeting.