Financial Services · Retail Banking

Meridian Trust Bank

"The bank where the branch still knows your name."

Nashville, TN ·$28B in deposits, 4,200 employees, 165 branches across TN / KY / AL / MS

The Story Hook

What's happening at Meridian Trust Bank?

Midtown Nashville runs account attrition at ~34.8% against a network mean of ~11.6% (+4.24σ), with depressed NPS in the same window and disproportionate closures on the Affluent and Small-Business segments.

The People

Three protagonists.

Hero Persona

Delphine Bourassa-Mikhaeel

CFO

"If it's Midtown, we can fix it by Friday. If it's the whole book, we have a different conversation."

Protagonist

Anouk Wijngaard

Branch Manager, Midtown Nashville

"Give me the retention plan I can walk into district with."

Analyst

Ismael Corrado-Yankelevich

Branch Analytics Analyst

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Pick this one

Ready to build?

In Beat 2 of the workshop, you'll pick Meridian Trust Bank as your storyline. Claude Code has already read the semantic model, knows the personas, and understands the signal in the data. You describe the dashboard you want in plain English. It builds.

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