USE CASES FOR
Sales leaders

AI was meant to give you more time with clients. It gave you more prompting.

AN IT SELLER’S DAY
1hour with clients
and pipeline
Your day today
With a company brain
9 AM111 PM35 PM
Internal planning and status calls3 hrs
Polishing slides, hunting for best proof2.5 hrs
Prompting and re-prompting AI1.5 hrs
With clients and pipeline1 hr

If sellers had a wish list, this would be it.

01THE FIRST DRAFT

“I wish my first draft already knew this buyer, and our best pitch.”

Granted. The latest priorities for this role, industry and buying scenario, mixed with your company’s newest proof and best-fit offers.

Today: Hours of research, and you still don’t know how fast your own company has changed.

FORHead of WealthPrivate bankingAdvisor productivityNew logo
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
HER PRIORITY · THIS QUARTERMore advisor time with clients
YOUR NEWEST PROOF · ADDED THIS WEEK9 GenAI systems live at banks
WHAT SHE’LL ASKMiFID II controls, designed in
Built from your brain in 2 minutes · 8 slidesOpen deck →
02BEFORE EVERY MEETING

“I wish I walked into every meeting with the best pitch.”

Granted. Meeting prep with deeper insight on the buyer, mapped to your company’s best value: what to open with, ask, avoid and bring.

Today: 23 talking points from LinkedIn and a chat summary. None of them ours.

TUE14
9:30 · Halcyon Bank
Dev Osei, CIO · first meeting
OPEN WITH
Your mainframe exit date: 2027.
ASK
Who owns the data migration risk?
AVOID
Their 2024 cloud pilot.
BRING
Core moved, zero downtime · regional bank
03BUILDING IT TOGETHER

“I wish I could see where the deck is without another status call.”

Granted. Offerings, pricing, marketing and alliances work in the same deck. See progress and leave feedback anytime.

Today: Call after call to check if finance, offerings and marketing put the right thing in.

Claims AI pitch
Need a deck on our enterprise AI for an insurer building AI-native claims.
Read your brain14s▾
Matched the buyer
Insurance CIO · leakage, cycle time
Chose your point of view
Clean data before any model
Pulled your proof
$48M leakage recovered
Picked a template
Consulting-grade, in your brand
✓Built 8 slides
Ask for a change…
BrainCompany↑
Sales deck8 SLIDES
ARJP+3
SharePresent
NORTHWIND · ENTERPRISE AI FOR CLAIMS
John · Presales lead
AI-native claims, built on outcomes we've already delivered.
SOLUTION TENETS
01Unify claims data before training any model
02Flags leakage on auto and property claims
03Plugs into the claims core you run today
OUTCOMES DELIVERED
40%
faster settlement
$48M
leakage recovered
NORTHWIND · CONFIDENTIAL03
Anita · CEO
@Rahul add more outcomes we've delivered for them?
Rahul · Account manager
@John tenets need more insurance use cases.
COMMERCIALS
Three ways to engage.
OPTIONSCOPEINVESTMENT
Pilot12 weeks, one claims line$240K
Platform9 months, every line$1.9M
RunManaged, per year$620K
NORTHWIND · CONFIDENTIAL07
04RIGHT AFTER THE DEMO

“I wish I could send what I promised before they got back to their desk.”

Granted. Ask the brain and send the exact asset in five minutes: on brand, with your proof and credentials.

Today: Days to get collateral together. The deal cools while you wait.

After the demo5 MIN
11:42Demo ends. The CFO asks: “Can you send how the fraud model paid back?”
11:43You ask the brain: a one-pager on fraud ROI, for a CFO.
11:47Sent, on brand, with your proof and credentials.
4 ms
Real-time fraud · one-pager
To Laura Mills, CFO · opened 11:52
05AFTER YOU SEND IT

“I wish I knew what they actually read.”

Granted. See who opened it, how much they read and which part, with the next best follow-up suggested.

Today: You guess what they liked and send a generic “just checking in”.

Meridian Health · Proposal3 READERS · 6 OPENS
Executive summary100%
PricingREAD TWICE
Solution64%
Case studies22%
LMLaura Mills, CFO · Read Pricing twice, yesterday
DODev Osei, CIO · 4 minutes on Solution
NEXT BEST FOLLOW-UP
Send Laura the payment-integrity ROI
Draft it →

One week, four deals, all from the same brain.

See what other IT sellers make →
NorthwindMEETING INTELLIGENCE · 14 OCT 2026
FIRST MEETING · DISCOVERY · HALCYON
Elena Marsh
Global CIO, Wealth Technology · Halcyon Private Bank
A wealth technology leader focused on giving every advisor the full client picture before every conversation.
2026 WealthTech 40
Named innovator · public recognition
Current remit
Technology for 2,100 advisors across nine markets
Leadership footprint
Board member, Private Banking Tech Forum
Communication style
Direct, numbers first, short meetings
Public record
Three podcasts and two keynotes this year
Name check: her title is scoped to Wealth Technology, not Group CIO.
01 · WHAT IS ON HER MIND
Advisors need the client picture first
12 SEP 2026WealthTech podcast
Prep time is the hidden cost
She said advisors spend 40% of prep time hunting for client context across six systems.
Read → Lead with time given back to advisors, not with AI features.
21 AUG 2026Wealth Summit keynote
Churn follows advisor turnover
Clients leave when their advisor does. She wants relationships to outlive any one person.
Read → Position the brain as memory for every client relationship.
04 · OPEN HERE
Earn the right to explore
01
“You’ve tied advisor prep time directly to retention.”
“Which client moments cost your advisors the most time today?”
02
“Your point about relationships outliving advisors stood out.”
“What happens to a client’s history when an advisor leaves?”
PRIMARY LEAD
From six systems to one advisor briefing
Bring the Snowflake wealth case: prep time down 38% in one quarter.
MON
First meeting prep
Halcyon CIO
→
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
TUE
Offering deck
Agentic AI for wealth
→
northwind.brandstori.ai/p/meridian-health
NorthwindPrepared for Meridian HealthCONFIDENTIAL
PROPOSAL · CLOUD FOUNDATION
A cloud foundation for Meridian’s 14 hospitals.
Epic, imaging and 300 clinical apps on one secure platform, moved without a minute of clinical downtime.
01Our view02Outcomes03Investment04Team
CLOUD
01Our point of view
Meridian doesn’t need a bigger data centre. It needs one platform its clinicians never have to think about.
02Outcomes you can hold us to
99.99%
uptime for clinical systems
$6.2M
lower run cost over three years
0 hrs
clinical downtime during the move
03Investment
Foundation
$2.4M
Landing zone, security and network
RECOMMENDED
Foundation + move
$4.1M
Everything above, moved in 14 months
Managed platform
$6.8M
Built, moved and run for three years
04Your team
AN
Anita Rao
Partner
JO
John Okafor
Presales lead
RP
Rahul Pillai
Account lead
Accept proposal
THU
Executive proposal
Meridian Health
→
CUSTOMER STORY · CARD PAYMENTS
Northwind
4ms
Fraud decisions in four milliseconds, for 38 million cards.
Challenge
Rules caught fraud a day too late.
What we built
A real-time model on Databricks and AWS.
Result
$48M in fraud stopped in year one.
FRI
Proof one-pager
Real-time fraud
→
1→5hours a day with
clients and pipeline

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