Case studies matched to each outreach play, so every plan can point to evidence. Every entry today is a template: a slot that says what kind of reference the play needs. Replace them in briefs/_proof_points.yaml with cleared references and set status: approved. Only approved entries should go in front of a client.
What to look for: Estimate the legacy estate and run cost from public tech spend and peer benchmarks.
What to look for: Size the operations cost base and the capacity agentic AI could release, using public headcount and peer results.
What to look for: Rebuild the announced synergy case from the deal materials and flag where peers fell short.
What to look for: Estimate the expense-ratio and loss-ratio upside from public ratios and peer AI results.
What to look for: Benchmark the client's digital journeys and app ratings against two local challengers.
What to look for: Rebuild the cost base from filings and compare the efficiency ratio or expense ratio with peers.
What to look for: Summarize the public regulatory findings and peer remediation costs into a one-page risk view.
What to look for: Build a view of the open TSAs and stranded costs from filings and the deal announcement.
What to look for: Benchmark the client's payments growth and platform age against peers and recent platform moves.
What to look for: List shared clients where both firms are already present and the client's product is being implemented or renewed.
What to look for: Size advisor time lost to admin and the revenue per advisor that capacity is worth.
What to look for: Map the product launches and AUM growth targets from investor materials to the operating capacity they need.
What to look for: Map recent incidents and regulatory deadlines to the client's important business services.
What to look for: Screen public data on the largest portfolio companies and size AI and cost levers per holding.
What to look for: Pick two use cases with measurable revenue or loss impact from the client's stated priorities.
What to look for: List the flagship infrastructure and data-center assets and their public build timelines.
What to look for: Build a market and peer fact base around the new leader's stated agenda.