Sales decks
Four made for IT sales and marketing teams, each for one buyer. Open any of them to see it in full.
NORTHWIND · AGENTIC AI FOR WEALTH
Advisors who never miss a moment.
An AI co-pilot that briefs every advisor before every client conversation.
PREPARED FOR HALCYON PRIVATE BANK01
THE MOMENT · WHERE AN ADVISOR’S WEEK GOES
Advisors spend more time preparing than talking to clients.
TODAYPrep 38%Admin 22%Clients 30%Other 10%
WITH THE CO-PILOTAdmin 10%Clients 64%Other 18%
2.1× more client time per week11 → 1 systems to check before a meeting
SOURCE: TIME STUDY OF 120 ADVISORS, THREE PRIVATE BANKS, 2025
NORTHWIND · HALCYON PRIVATE BANK02
WHAT WE BELIEVE
“
The best advisors don’t know more. They notice sooner.
Agentic AI gives every advisor the instincts of your top ten.
NORTHWIND · HALCYON PRIVATE BANK03
WHAT IT DOES
One co-pilot, three moments.
BEFORE
A brief in the inbox
—Portfolio drift and cash flags
—Life events from news and notes
—Open tasks from the last meeting
DURING
The right words
—Talking points for this client
—Compliance-safe language
—Next-best product, explained
AFTER
Nothing dropped
—Follow-up drafted for review
—CRM updated automatically
—Reminders set for the next touch
NORTHWIND · HALCYON PRIVATE BANK04
HOW IT WORKS
The advisor stays in charge.
1
Signals
Portfolio, CRM, news and research, read every night.
2
The agent drafts
A brief and talking points for each client on the calendar.
3
The advisor reviews
Edits, approves or rejects. Nothing goes out unseen.
4
The conversation
Better meetings, logged and followed up automatically.
Runs inside your Microsoft tenant. Client data never leaves the bank.
NORTHWIND · HALCYON PRIVATE BANK05
PROOF · A EUROPEAN PRIVATE BANK
3 hrs → 20 min
Meeting prep per client review, six months after go-live.
“My advisors walk in knowing what changed. Clients feel it in the first five minutes.”
HEAD OF PRIVATE BANKING
+18%
share of wallet with reviewed clients
96%
of advisors using it weekly by month three
0
compliance exceptions in the pilot
NORTHWIND · HALCYON PRIVATE BANK06
WHY NORTHWIND · WHERE WE SIT
Wealth depth and AI in production, in one partner.
23wealth use cases mapped
9GenAI systems live at banks
MiFID IIcontrols designed in
NORTHWIND · HALCYON PRIVATE BANK07
THE 90-DAY PILOT
Prove it with twelve advisors, in ninety days.
WEEKS 1–3
Discover
WEEKS 4–9
Build with 12 advisors
WEEKS 10–13
Prove the numbers
Decision at day 90, on prep time saved and advisor adoption.
NEXT STEP · SCOPING WORKSHOP
NORTHWIND · HALCYON PRIVATE BANK08
Offering deck · Agentic AI for wealth
Sales decks · 8 slides
EXHIBIT 2 · RETAIL DEMAND FORECASTINGNORTHWIND × SNOWFLAKE
With Snowflake, our retail clients now forecast demand three times faster.
Forecast cycle, daysBeforeWith Northwind × Snowflake
14
4.5
12
4
16
5
11
3.5
GroceryApparelElectronicsHome
−68%
average cut in forecast cycle time across nine retail clients.
One shared Snowflake data cloud
Demand models refresh nightly
Live in 14 weeks
Source: Northwind client results, 2024–2026; n = 9 retailersSnowflake Elite Services Partner
EXHIBIT 1 · WHERE THE REVENUE GOESNORTHWIND × SNOWFLAKE
Bad forecasts cost the average retailer 8 points of revenue.
Revenue, indexed to 100
−4.6
Stock-outs are the biggest leak, and the most forecastable.
14 days
to produce one weekly forecast today.
SOURCE: NORTHWIND RETAIL BENCHMARK, 38 RETAILERS, 202502
EXHIBIT 2 · BETTER TOGETHERNORTHWIND × SNOWFLAKE
Each partner covers what the other doesn’t.
CAPABILITYSNOWFLAKENORTHWINDTOGETHER
Governed data platform
Retail demand models
Forecasting accelerators
Third-party signals (weather, footfall)
Planner change management
● Full◕ Strong◑ Partial○ None
NORTHWIND × SNOWFLAKE CAPABILITY MAP03
EXHIBIT 3 · THE JOINT SOLUTIONNORTHWIND × SNOWFLAKE
From point of sale to planner, in one flow.
01
Sales, supply, weather02
Snowflake data layer03
Northwind forecast models04
Planner workbenchLive in 10 weeksRuns in the client’s Snowflake account
RETAIL DEMAND FORECASTING · PARTNER BRIEF04
EXHIBIT 4 · PROOF AT A NATIONAL GROCERNORTHWIND × SNOWFLAKE
Forecast error fell by a third within six months of go-live.
Forecast error (WMAPE), store × SKU, %
−18%
fresh-food waste
$41M
working capital released
2 days
to a weekly forecast, from 14
SOURCE: CLIENT DATA, 1,240 STORES, 202505
EXHIBIT 5 · HOW WE SELL TOGETHERNORTHWIND × SNOWFLAKE
One motion, two teams, six weeks to a decision.
WEEK 0 · PLANWEEKS 1–4 · PROVEWEEKS 5–6 · BUY
SNOWFLAKE
Shares target accounts and consumption data
Funds the proof of value from the partner program
Lists the offer on Marketplace
NORTHWIND
Builds the joint account plan and exec story
Runs the forecast on the client’s own data
Closes; services count toward Snowflake commit
NORTHWIND ALLIANCES · CO-SELL PLAYBOOK06
NEXT STEPNORTHWIND × SNOWFLAKE
Pick three accounts. We’ll bring the joint plan in two weeks.
Northwind Alliances
alliances@northwind.com
alliances@northwind.com
Snowflake Partner Team
Retail & consumer goods
Retail & consumer goods
RETAIL DEMAND FORECASTING · PARTNER BRIEF07
Partnership deck · Snowflake for retail
Sales decks · 7 slides
ANALYST BRIEFING · Q4 2026
Generative AI in pharma R&D: where the value is real.
We mapped 23 use cases across 40 sponsors. Four are ready to fund now.
NORTHWIND RESEARCH04
START HERE
Regulatory writing
Literature review
Protocol drafting
Safety case triage
Molecule screening
Trial site selection
Lab notebook search
Recruitment ads
LOWREADINESS →
VALUE →
OUR POINT OF VIEW
Most GenAI in R&D is stuck in pilots because it’s aimed at the wrong step.
01
Discovery gets the headlines
but trial operations hold the money.
02
The bottleneck is documents
protocols, CSRs and submissions, not molecules.
03
Value comes from agents
that sit inside existing clinical systems.
NORTHWIND RESEARCH · ANALYST BRIEFING02
EXHIBIT 2 · WHERE THE VALUE IS
Trial operations hold more value ready now than discovery and pre-clinical combined.
Annual value at stake, $B, top-40 sponsorsReady now2028 and later
Discovery61420
Pre-clinical91120
Clinical trials311243
Regulatory18725
SOURCE: NORTHWIND RESEARCH, 23 USE CASES ACROSS 40 SPONSORS03
OUR PRACTICE IN NUMBERS
A life sciences practice built for regulated work.
40
pharma and biotech sponsors as clients
23
GenAI use cases mapped and scored
650
life sciences specialists, GxP trained
9
GenAI systems in validated production
NORTHWIND RESEARCH · ANALYST BRIEFING04
CLIENT EVIDENCE
Three results clients will speak to.
TOP-10 PHARMA
6 wks → 9 days
Protocol first drafts, reviewed by medical writers.
MID-SIZE BIOTECH
40% faster
Clinical study reports across three phase II trials.
GLOBAL CRO
3× more sites
Screened per week with an agent on feasibility data.
NORTHWIND RESEARCH · ANALYST BRIEFING05
EXHIBIT 5 · WHERE WE’RE INVESTING
Four bets for the next twelve months, sequenced by readiness.
Q1 2027Q2Q3Q4
Agentic trial operationsTwo sponsors live
Submission copiloteCTD with full traceability
Real-world evidence platformWith two top-10 sponsors
Validated GenAI factoryGxP pipeline for every new use case
NORTHWIND RESEARCH · INVESTMENT ROADMAP06
FOR YOUR NOTES
What we’d like you to take away.
01Trial operations, not discovery, is where GenAI pays back first.
02Northwind has nine validated GenAI systems in production today.
03Clients in our evidence are available for reference calls.
Analyst relations · ar@northwind.com
NORTHWIND RESEARCH · ANALYST BRIEFING07
Analyst briefing · GenAI in pharma R&D
Sales decks · 7 slides
NORTHWIND · MODERNIZATION PORTFOLIO
Four offerings. One roadmap for your core.
How Halcyon moves off the mainframe, cleans its data and puts AI in production, in that order.
PREPARED FOR HALCYON BANK · 01
01Cloud foundations
02Data platform
03AI enablement
04Managed run
01 · THE PORTFOLIONORTHWIND · MODERNIZATION PORTFOLIO
Each offering moves a different number.
OFFERINGCOST TO RUNSPEED TO CHANGERISKNEW REVENUE
Cloud foundations
Data platform
AI enablement
Managed run
Dot size: expected impact in year one, from 38 bank programs.
PREPARED FOR HALCYON BANK · OFFICE OF THE CIO02
02 · THE ROADMAPNORTHWIND · MODERNIZATION PORTFOLIO
Six quarters, sequenced so each step pays for the next.
Q1Q2Q3Q4Q5Q6
Cloud foundations
Data platform
AI enablement
Managed run
◆ Q3: core off the mainframe◆ Q5: first AI use case in production
PREPARED FOR HALCYON BANK · OFFICE OF THE CIO03
03 · PICK YOUR ENTRY POINTNORTHWIND · MODERNIZATION PORTFOLIO
Start where the pressure is, not where the hype is.
What is the board pushing hardest on this year?
Run costCloud foundations
Cut infrastructure spend 30% in 12 months
Cut infrastructure spend 30% in 12 months
Data nobody trustsData platform
One governed source for risk and finance
One governed source for risk and finance
“Where is our AI?”AI enablement
Two use cases live on a governed platform
Two use cases live on a governed platform
PREPARED FOR HALCYON BANK · OFFICE OF THE CIO04
04 · PROOF ACROSS THE PORTFOLIONORTHWIND · MODERNIZATION PORTFOLIO
Every offering, already proven at a bank like yours.
01 · CLOUD FOUNDATIONS
−31%
run cost at a regional bank
02 · DATA PLATFORM
1
source of truth for risk and finance
03 · AI ENABLEMENT
4 wks
to the first agent in production
04 · MANAGED RUN
99.98%
availability across 140 apps
PREPARED FOR HALCYON BANK · OFFICE OF THE CIO05
05 · NEXT STEPNORTHWIND · MODERNIZATION PORTFOLIO
A two-day workshop, a roadmap your board can sign.
DAY 1
Where you are
Systems, costs and data, mapped with your architects.
DAY 2
Where to start
Entry point, business case and the first 90 days.
WEEK 3
Board pack
A sequenced roadmap with a CFO-ready case.
PREPARED FOR HALCYON BANK · OFFICE OF THE CIO06
Portfolio deck · Modernization roadmap
Sales decks · 6 slides
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Sales decks4 EXAMPLES
Offering deck · Agentic AI for wealth
