The productivity program plus Alpha growth opens the door to managed operations and AI automation.
Plays to raise
Operations automationAI & agentsIdentified
Why now: Custody and asset management (SPDR) with the State Street Alpha front-to-back platform; leadership reshuffle in 2026.
Ask: A 6-week agentic operations diagnostic: map 3-5 high-volume processes, size the capacity release, and put one agent into production-grade pilot with controls and model-risk sign-off.
Alpha client implementations (as a partner)Cost & operationsIdentified
Why now: Custody and asset management (SPDR) with the State Street Alpha front-to-back platform; leadership reshuffle in 2026.
Ask: A 4-week joint go-to-market sprint ending in a signed plan: three named shared clients, one co-sold pursuit in the next quarter, and an agreed implementation-partner role.
25 Watch · about $23M of planned deals (est.); 2 plans not yet started
Their priorities
Ron O'Hanley's plan is to grow servicing fees, sign new Alpha mandates, and run a productivity program (about $500M+ in savings). unverified
AI in operations (multi-year automation). unverified
O'Hanley is Chair and CEO. Eric Aboaf left as CFO in 2025 (succeeded by John Woods, ex-Citizens). A 2026 leadership reshuffle was reported (Webull). A COO and Chief Data roles are in place. unverified
G-SIB requirements. 2024 SEC and Fed issues (data and controls). Operational resilience. unverified
The productivity program plus Alpha growth opens the door to managed operations and AI automation.
Plays to raise
Alpha client implementations (as a partner)Cost & operationsIdentified
Why now: Custody and asset management (SPDR) with the State Street Alpha front-to-back platform; leadership reshuffle in 2026.
Ask: A 4-week joint go-to-market sprint ending in a signed plan: three named shared clients, one co-sold pursuit in the next quarter, and an agreed implementation-partner role.
Why now: Custody and asset management (SPDR) with the State Street Alpha front-to-back platform; leadership reshuffle in 2026.
Ask: A 6-week agentic operations diagnostic: map 3-5 high-volume processes, size the capacity release, and put one agent into production-grade pilot with controls and model-risk sign-off.
Alpha client implementations (as a partner)Cost & operationsIdentified
Why now: Custody and asset management (SPDR) with the State Street Alpha front-to-back platform; leadership reshuffle in 2026.
Ask: A 4-week joint go-to-market sprint ending in a signed plan: three named shared clients, one co-sold pursuit in the next quarter, and an agreed implementation-partner role.
Other firms at the account: Infosys, Cognizantmentions unverified
Chief AI / Data Officer / Chief AI / Data Officer
Name not on file · Plan buyer
Relationship
Not mapped
Likely agenda
AI & agents, Data & analytics
Account health
25 Watch · about $23M of planned deals (est.); 2 plans not yet started
Their priorities
AI in operations (multi-year automation). unverified
O'Hanley is Chair and CEO. Eric Aboaf left as CFO in 2025 (succeeded by John Woods, ex-Citizens). A 2026 leadership reshuffle was reported (Webull). A COO and Chief Data roles are in place. unverified
G-SIB requirements. 2024 SEC and Fed issues (data and controls). Operational resilience. unverified
Alpha front-to-back (Charles River plus servicing). Cloud (Microsoft Azure partnership for CRD). AI automation. unverified
Why now: Custody and asset management (SPDR) with the State Street Alpha front-to-back platform; leadership reshuffle in 2026.
Ask: A 6-week agentic operations diagnostic: map 3-5 high-volume processes, size the capacity release, and put one agent into production-grade pilot with controls and model-risk sign-off.
Other firms at the account: Infosys, Cognizantmentions unverified
CIO
Name not on file · Plan buyer
Relationship
Not mapped
Likely agenda
Cloud & core, Data & analytics, AI & agents, Cyber & resilience
Account health
25 Watch · about $23M of planned deals (est.); 2 plans not yet started
Their priorities
AI in operations (multi-year automation). unverified
O'Hanley is Chair and CEO. Eric Aboaf left as CFO in 2025 (succeeded by John Woods, ex-Citizens). A 2026 leadership reshuffle was reported (Webull). A COO and Chief Data roles are in place. unverified
G-SIB requirements. 2024 SEC and Fed issues (data and controls). Operational resilience. unverified
Alpha front-to-back (Charles River plus servicing). Cloud (Microsoft Azure partnership for CRD). AI automation. unverified
Fee pressure, operational errors and cyber. unverified
Why now: Custody and asset management (SPDR) with the State Street Alpha front-to-back platform; leadership reshuffle in 2026.
Ask: A 6-week agentic operations diagnostic: map 3-5 high-volume processes, size the capacity release, and put one agent into production-grade pilot with controls and model-risk sign-off.
25 Watch · about $23M of planned deals (est.); 2 plans not yet started
Their priorities
Ron O'Hanley's plan is to grow servicing fees, sign new Alpha mandates, and run a productivity program (about $500M+ in savings). unverified
AI in operations (multi-year automation). unverified
O'Hanley is Chair and CEO. Eric Aboaf left as CFO in 2025 (succeeded by John Woods, ex-Citizens). A 2026 leadership reshuffle was reported (Webull). A COO and Chief Data roles are in place. unverified
G-SIB requirements. 2024 SEC and Fed issues (data and controls). Operational resilience. unverified
Why now: Custody and asset management (SPDR) with the State Street Alpha front-to-back platform; leadership reshuffle in 2026.
Ask: A 6-week agentic operations diagnostic: map 3-5 high-volume processes, size the capacity release, and put one agent into production-grade pilot with controls and model-risk sign-off.
Alpha client implementations (as a partner)Cost & operationsIdentified
Why now: Custody and asset management (SPDR) with the State Street Alpha front-to-back platform; leadership reshuffle in 2026.
Ask: A 4-week joint go-to-market sprint ending in a signed plan: three named shared clients, one co-sold pursuit in the next quarter, and an agreed implementation-partner role.
The productivity program plus Alpha growth opens the door to managed operations and AI automation.
Plays to raise
Alpha client implementations (as a partner)Cost & operationsIdentifiednamed buyer
Why now: Custody and asset management (SPDR) with the State Street Alpha front-to-back platform; leadership reshuffle in 2026.
Ask: A 4-week joint go-to-market sprint ending in a signed plan: three named shared clients, one co-sold pursuit in the next quarter, and an agreed implementation-partner role.
Why now: Custody and asset management (SPDR) with the State Street Alpha front-to-back platform; leadership reshuffle in 2026.
Ask: A 6-week agentic operations diagnostic: map 3-5 high-volume processes, size the capacity release, and put one agent into production-grade pilot with controls and model-risk sign-off.
The productivity program plus Alpha growth opens the door to managed operations and AI automation.
Plays to raise
Alpha client implementations (as a partner)Cost & operationsIdentifiednamed buyer
Why now: Custody and asset management (SPDR) with the State Street Alpha front-to-back platform; leadership reshuffle in 2026.
Ask: A 4-week joint go-to-market sprint ending in a signed plan: three named shared clients, one co-sold pursuit in the next quarter, and an agreed implementation-partner role.
Why now: Custody and asset management (SPDR) with the State Street Alpha front-to-back platform; leadership reshuffle in 2026.
Ask: A 6-week agentic operations diagnostic: map 3-5 high-volume processes, size the capacity release, and put one agent into production-grade pilot with controls and model-risk sign-off.
The productivity program plus Alpha growth opens the door to managed operations and AI automation.
Plays to raise
Alpha client implementations (as a partner)Cost & operationsIdentifiednamed buyer
Why now: Custody and asset management (SPDR) with the State Street Alpha front-to-back platform; leadership reshuffle in 2026.
Ask: A 4-week joint go-to-market sprint ending in a signed plan: three named shared clients, one co-sold pursuit in the next quarter, and an agreed implementation-partner role.
Why now: Custody and asset management (SPDR) with the State Street Alpha front-to-back platform; leadership reshuffle in 2026.
Ask: A 6-week agentic operations diagnostic: map 3-5 high-volume processes, size the capacity release, and put one agent into production-grade pilot with controls and model-risk sign-off.
Other firms at the account: Infosys, Cognizantmentions unverified
Fee pressure, operational errors and cyber.
CTO
Name not on file · Plan buyer
Relationship
Not mapped
Likely agenda
Cloud & core, Data & analytics, AI & agents, Cyber & resilience
Account health
25 Watch · about $23M of planned deals (est.); 2 plans not yet started
Their priorities
AI in operations (multi-year automation). unverified
O'Hanley is Chair and CEO. Eric Aboaf left as CFO in 2025 (succeeded by John Woods, ex-Citizens). A 2026 leadership reshuffle was reported (Webull). A COO and Chief Data roles are in place. unverified
G-SIB requirements. 2024 SEC and Fed issues (data and controls). Operational resilience. unverified
Alpha front-to-back (Charles River plus servicing). Cloud (Microsoft Azure partnership for CRD). AI automation. unverified
Fee pressure, operational errors and cyber. unverified
The productivity program plus Alpha growth opens the door to managed operations and AI automation.
Plays to raise
Alpha client implementations (as a partner)Cost & operationsIdentifiednamed buyer
Why now: Custody and asset management (SPDR) with the State Street Alpha front-to-back platform; leadership reshuffle in 2026.
Ask: A 4-week joint go-to-market sprint ending in a signed plan: three named shared clients, one co-sold pursuit in the next quarter, and an agreed implementation-partner role.
Why now: Custody and asset management (SPDR) with the State Street Alpha front-to-back platform; leadership reshuffle in 2026.
Ask: A 6-week agentic operations diagnostic: map 3-5 high-volume processes, size the capacity release, and put one agent into production-grade pilot with controls and model-risk sign-off.
Other firms at the account: Infosys, Cognizantmentions unverified
Fee pressure, operational errors 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.