Davies Group

1-Page Account Plan · March 2026 · Confidential

Wait Tax / Month

£450K

3-Year ROI

215%+

Deal Velocity

6–9 months

Timing Triggers

4 active

Strategic Paradox

Scaling rapidly via PE-backed M&A to hit £3bn by 2030, but the resulting fragmented data and systems landscape is preventing their Agentic AI ambition from scaling — and costing £26.4m/year in integration friction. They are selling intelligent services to insurers while operating on the systems they are trying to modernise.

Outside-In Business Case

1. The Burning Platform

FY2024 Companies House filing: net loss of £18.7m (swung from £1.7m profit). EBITDA margin fell from 17.5% to 16.0%. M&A integration costs: £26.4m (5.5% of revenue). Exceptional admin costs: £27.5m (+39.9% YoY). Staff costs: £258.8m (53.8% of revenue). Total debt drawn: £1,356m. Every month of inaction costs £450k.

2. The Strategic Paradox

Davies is publicly pivoting to an AI-first strategy (ClaimPilot Agentic AI) while operating on fragmented, post-acquisition legacy systems. Goodwill amortisation (£39.6m) is 3.4× new intangible investment (£11.5m) — consuming acquired value faster than creating new digital capability.

3. The Opportunity

Salesforce acts as the integration and data layer that makes Vision 2030 executable. MuleSoft standardises M&A onboarding, Data Cloud unifies fragmented data to feed ClaimPilot AI, and FSC enables the cross-selling required to hit organic growth targets.

4. Financial Deterioration

Lost cross-sell revenue£3.7m/year

Excess M&A integration costs£1.7m/year (20% saving)

Staff cost inefficiency£3.9m/year (15% improvement)

Total annual Wait Tax~£9.3m

Stakeholder Map

Dan Saulter

Group CEO

Mandate

Hit £3bn Vision 2030 target, deliver PE returns, AI leadership

Engagement Angle

Salesforce accelerates M&A time-to-value and powers ClaimPilot AI

Matt ButtonPrimary Champion

Deputy Group CEO

Mandate

Drive organic growth and cross-selling across 1,700+ global clients

Engagement Angle

FSC gives you the single pane of glass to execute your cross-sell mandate

Adam Warwick

Group CIO

Mandate

Modernise architecture, industrialise M&A integration

Engagement Angle

MuleSoft + Data Cloud fixes the fragmentation and reduces £26.4m integration cost

Paul O'Brien

Chief AI Officer

Mandate

Deploy Agentic AI at scale via ClaimPilot

Engagement Angle

Data Cloud provides the clean, unified data ClaimPilot agents need to function

AW2

Amber Wilkinson

Group CFO

Mandate

Margin expansion, debt management, ROI on technology spend

Engagement Angle

Business case anchors to £26.4m M&A integration cost line — 20% saving = £5.3m/yr

Warm Entry Point: Matt Button (Deputy CEO) — newly promoted with a specific mandate to drive cross-selling, which is currently hindered by system fragmentation. His success depends on solving this problem.

Salesforce Solution Architecture

Product	Est. £/yr	Theme	Description	Owner
Data Cloud	£250k–400k/yr	AI Foundation	Unifies fragmented acquisition data to feed ClaimPilot AI agents with clean, trusted enterprise data.	Paul O'Brien
MuleSoft	£200k–350k/yr	M&A Engine	API-led integration templates to accelerate acquisition onboarding and reduce £26.4m integration cost.	Adam Warwick
Financial Services Cloud	£300k–500k/yr	Cross-Sell	360-degree view of 1,700+ clients for Matt Button's organic growth and cross-selling mandate.	Matt Button
Service Cloud & Flow	£150k–250k/yr	Operational Scale	Automates workflows for scaling Global Shared Service Centres from 350 to 500+ colleagues.	Matt Button
Agentforce	£100k–200k/yr	AI Automation	Autonomous agents for claims triage, exception management, and client communications at scale.	Paul O'Brien

Total Annual Benefit Potential£9.3m+

Year 1 Investment~£1.2m–£1.8m · Payback: < 6 months

Engagement Timeline

Phase 1 · Months 1–2

Discovery & Access

Secure alignment with Matt Button on the cross-sell visibility gap. Map the client data fragmentation problem.

Phase 2 · Months 3–4

Value Hypothesis

Present joint MuleSoft/Data Cloud architecture to Adam Warwick and Paul O'Brien. Validate the £26.4m integration cost saving.

Phase 3 · Months 5–6

Programme Mobilisation

Business case presentation to Dan Saulter and Amber Wilkinson. Tap into the £275m credit facility earmarked for GenAI.

Win Strategy

Mirror Their Product Vision

Position Salesforce as the enabler of ClaimPilot Agentic AI, not a replacement. Data Cloud feeds their proprietary AI models.

PE Pressure as Urgency

Use the £1,356m drawn debt and £26.4m integration costs to demonstrate the financial necessity of faster M&A onboarding via MuleSoft.

Primary Champion: Matt Button

His new Deputy CEO mandate depends entirely on unified client data. His success is our success. Start here.

Phased Delivery = Lower Risk

Start with Data Cloud and FSC for cross-selling, then expand MuleSoft as new acquisitions occur. Reduce perceived risk.

Why Now — Timing Triggers

CriticalVision 2030 Mandate

Public commitment to £3bn revenue requires step-change in operational scale. Board-level mandate exists today.

CriticalNew C-Suite in Seat

Deputy CEO, CFO, CIO, and Chief AI Officer all appointed within the last 12 months. First-year transformation window is open.

High£275m GenAI & M&A Facility

New credit facility secured May 2025, specifically earmarked for GenAI investment and M&A expansion. Budget approved.

HighClaimPilot AI Rollout

Active deployment of Agentic AI requires unified, clean enterprise data immediately to function at scale.