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Target Organization Matrix

30 target organizations across 6 sectors. ~80 named individuals. Research-based, last updated April 2, 2026.

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	#	Organization	Tier	Sector	Opportunity	Key contact	Entry channel
	1	Mastercard	1	Financial Services	Consulting, FTE, Advisory	John Hearty	Direct outreach to Hearty; IAPP conference (Mastercard …
Why: Agent Pay is the closest operational analog to the BPM/Agent Stack in production. Governing autonomous agents making financial transactions within process constraints IS execution governance. Maturity: Exceptional — 5+ year governance program, Credo AI partnership, MIT Sloan case study Agentic AI: Agent Pay (April 2025) — governed agentic commerce framework. Only registered agents can transact. BPM heritage: Decades of payment network process orchestration. Agent Pay is fundamentally a process governance framework. Entry channel: Direct outreach to Hearty; IAPP conference (Mastercard speaker confirmed at Global Summit 2026) Key contacts John Hearty Global Head of AI Governance Directly leads governance function. Most relevant title. Greg Ulrich Chief AI and Data Officer (Management Committee) Strategic decision-maker. Spoke at Credo AI Summit. Derek Ho Deputy Chief Privacy, AI & Data Responsibility Officer Oversees ethical guardrails and accountability across AI lifecycle.
	2	JPMorgan Chase	1	Financial Services	FTE, Consulting	Terah Lyons	Direct outreach to Lyons; FINOS community
Why: Explicit focus on runtime governance — controls operating at point of execution producing evidence of constraint. This IS BPM/Agent Stack execution governance. Maturity: Exceptional — $2B/yr AI spend. Runtime governance at execution time. Agentic AI: Deploying agentic AI for complex multistep tasks. $18B tech budget. BPM heritage: Deep operational process engineering across investment banking, commercial banking, asset management. Entry channel: Direct outreach to Lyons; FINOS community Key contacts Terah Lyons Managing Director, Global Head of AI and Data Policy Former Partnership on AI founding ED. Policy-to-operations thinker. Teresa Heitsenrether Chief Data & Analytics Officer (Operating Committee) Executive authority. Board-level visibility. Dr. Manuela Veloso Head of AI Research Lab Technical credibility entry point.
	3	Citi	1	Financial Services	FTE, Consulting	Shobhit Varshney	Direct outreach to Varshney
Why: Varshney is building Citi's AI governance framework right now, from an IBM Consulting background. He would immediately understand the BPM/Agent Stack framing. Timing is optimal. Maturity: High — unified governance framework across technology, risk, cybersecurity. ISO 42001 aligned. Agentic AI: CTO confirms agentic AI demands 'speed and structure.' BPM heritage: Varshney's 13 years at IBM Consulting = pure BPM/process transformation heritage. Entry channel: Direct outreach to Varshney Key contacts Shobhit Varshney Global Head of AI CRITICAL CONTACT. IBM Consulting pedigree (13 years). Building governance framework NOW (arrived Sept 2025). Explicitly references ISO 42001, NIST alignment. Dr. Prag Sharma Head of Citi Artificial Intelligence Technical AI leadership.
	4	DBS Bank (Singapore)	1	Financial Services	Consulting, Advisory	Nimish Panchmatia	Direct outreach to Panchmatia; MAS MindForge connection
Why: PURE framework and RDU Committee structure is the closest governance analog to Intent Stack governance in production. Maturity: Exceptional — World's Best AI Bank (Global Finance, Oct 2025). PURE Framework. RDU Committee. Agentic AI: Transitioning from 'AI as copilot' to 'AI operating on autopilot.' BPM heritage: Deep process transformation heritage — 'intelligent bank at scale.' Entry channel: Direct outreach to Panchmatia; MAS MindForge connection Key contacts Nimish Panchmatia Chief Data & Transformation Officer Runs BOTH governance and transformation. Published thought leader. 'AI With A Heart.'
	5	Morgan Stanley	1	Financial Services	FTE, Consulting	Jeff McMillan	Direct outreach to McMillan; FINOS community
Maturity: High — 'human-first approach to AI governance.' FINOS AI Governance Framework co-founder. Agentic AI: DevGen.AI: 9M+ lines reviewed, 280K developer hours saved. Entry channel: Direct outreach to McMillan; FINOS community Key contacts Jeff McMillan Head of Firmwide AI 15-year veteran. 'Human-first governance.' Challenges tech-first mindset. FINOS contributor.
	6	UBS	1	Financial Services	FTE, Consulting	Daniele Magazzeni	Direct outreach to Magazzeni
Maturity: High — CAIO appointed Jan 2026. Agentic AI Center of Excellence. Agentic AI: 'Big Rocks' initiatives: portfolio rebalancing, cross-border regulatory compliance. Entry channel: Direct outreach to Magazzeni Key contacts Daniele Magazzeni Chief AI Officer Ex-JPMorgan. 12 years at King's College London in Automated Planning & Scheduling.
	7	IBM	1	Consulting / Platform	Consulting, FTE, Partnership	TBD	Consulting firm practice lead template; IBM BPM community
Why: The strongest natural home for the BPM/Agent Stack argument. Their BPM customer base is the most prepared audience for governance-as-discipline applied to agents. Maturity: Highest BPM heritage of any target. watsonx platform. Agentic AI: watsonx.ai agent capabilities. BPM heritage: Blueworks Live, Business Automation Workflow, decades of enterprise BPM. Entry channel: Consulting firm practice lead template; IBM BPM community Key contacts TBD AI Governance Practice Lead Research specific practice lead.
	8	EY	1	Consulting	FTE, Partnership	TBD	Consulting firm practice lead template
Maturity: Most advanced Big Four on agentic governance. 'Six Steps to Enhance Agentic AI Governance.' Entry channel: Consulting firm practice lead template Key contacts TBD Agentic Governance Practice Lead Most advanced Big Four on agentic governance.
	9	Booz Allen Hamilton	1	Government / Consulting	FTE, Consulting	TBD	Direct application + governance architecture framing
Maturity: #1 federal AI provider. 2,000+ AI staff. Active governance hiring. Entry channel: Direct application + governance architecture framing Key contacts TBD AI Governance Hiring Lead Active governance hiring.
	10	RTX / Raytheon	1	Defense	Consulting, FTE	TBD	DONATELLO program connection; defense contractor outreach
Why: DONATELLO is converting regulatory text into executable logic for AI agents. This IS business rule management applied to agent governance. Direct expertise match. Maturity: DARPA DONATELLO contract: converting regulatory text to executable AI logic. Entry channel: DONATELLO program connection; defense contractor outreach Key contacts TBD DONATELLO Program Lead Direct BRM-to-AI expertise match.
	11	HSBC	2	Financial Services	FTE, Consulting	David Rice	Direct outreach to Rice
Entry channel: Direct outreach to Rice Key contacts David Rice CAIO (starting Apr 2026) COO background. AI Review Councils. 'Governance intensifies with agentic.'
	12	Wells Fargo	2	Financial Services	FTE	Faraz Shafiq	Direct outreach to Shafiq
Entry channel: Direct outreach to Shafiq Key contacts Faraz Shafiq Head AI Products (Feb 2026) Building platform layer now. Ex-AWS.
	13	Allianz	2	Insurance	Consulting	Dr. Philipp Raether	Direct outreach to Raether
Entry channel: Direct outreach to Raether Key contacts Dr. Philipp Raether Chief Privacy & AI Trust Officer Governance precedes regulation. IAPP speaker. EU AI Act lead. DAITAB advisory board.
	14	Bank of America	2	Financial Services	FTE, Consulting	Hari Gopalkrishnan	Direct; FINOS community
Entry channel: Direct; FINOS community Key contacts Hari Gopalkrishnan CTIO $4B AI budget 2026. 'Build once' strategy. FINOS. 'We don't roll out tech unless we can scale it safely.'
	15	KPMG	2	Consulting	FTE, Partnership	Steve Chase	Consulting firm practice lead template
Entry channel: Consulting firm practice lead template Key contacts Steve Chase Global AI Head ISO 42001 certified. Trusted AI framework.
	16	Camunda	2	BPM Platform	Partnership, Advisory	TBD	Partnership outreach
Why: BPM-native. At the EXACT intersection. BPMN 2.0 orchestration that could extend to agent governance. Entry channel: Partnership outreach Key contacts TBD Product/Partnership Lead At the exact intersection of BPM and agent governance.
	17	Microsoft	2	Platform	FTE, Consulting	Natasha Crampton	RAI team outreach
Entry channel: RAI team outreach Key contacts Natasha Crampton Chief RAI Officer Copilot Responsibility Framework (Mar 2026). Sarah Bird CPO RAI Copilot governance.
	18	AWS	2	Platform	Consulting, Advisory	TBD	Bedrock AgentCore team
Why: Deterministic policy enforcement outside LLM loop. Needs governance model above infrastructure. Entry channel: Bedrock AgentCore team Key contacts TBD Bedrock AgentCore team Needs governance model above infrastructure.
	19	OpenAI	2	Platform	FTE, Consulting	TBD	Enterprise governance team
Entry channel: Enterprise governance team Key contacts TBD Enterprise governance team 'Building Governed AI Agents' cookbook. AGENTS.md (60K+ adoptions). Format spec, not architecture.
	20	Leidos	2	Defense	FTE, Consulting	TBD	Direct application
Entry channel: Direct application Key contacts TBD AI Governance Lead Trustible partnership (Feb 2026) to automate AI governance reviews.
	21	Mayo Clinic	3	Healthcare	Advisory, Consulting	John Halamka	Coalition for Health AI
Entry channel: Coalition for Health AI Key contacts John Halamka Platform President Chairs Coalition for Health AI.
	22	Kaiser Permanente	3	Healthcare	Consulting	Daniel Yang	Coalition for Health AI
Entry channel: Coalition for Health AI Key contacts Daniel Yang VP AI Founded Coalition for Health AI. Ainsley MacLean CMIO/CAIO Founded Coalition for Health AI.
	23	Cleveland Clinic	3	Healthcare	Consulting	Ben Shahshahani	Direct outreach
Entry channel: Direct outreach Key contacts Ben Shahshahani First CAIO Hired from OUTSIDE healthcare — signals governance maturity.
	24	UnitedHealth/Optum	3	Healthcare	FTE, Consulting	TBD	Direct application
Entry channel: Direct application Key contacts TBD RAI Board $1.5B AI roadmap. 20-25 person RAI Board.
	25	BNP Paribas	3	Financial Services	FTE	Charles Holive	Direct outreach to Holive
Entry channel: Direct outreach to Holive Key contacts Charles Holive CAIO CIB Ex-PepsiCo agentic AI-first strategy. Cross-industry background.
	26	Deutsche Bank	3	Financial Services	Consulting	Boon-Hiong Chan	Direct outreach to Chan
Entry channel: Direct outreach to Chan Key contacts Boon-Hiong Chan APAC Head Governance Agent for compliance. 80% reduction in manual compliance.
	27	Swiss Re	3	Insurance	Consulting	TBD	Direct outreach
Entry channel: Direct outreach Key contacts TBD AI Governance Lead Palantir platform with ontologies for process governance. Taxonomy/ontology direct relevance.
	28	Munich Re	3	Insurance	Consulting, Advisory	Michael Berger	Direct outreach to Berger
Entry channel: Direct outreach to Berger Key contacts Michael Berger Head of Insure AI aiSure: performance-guarantee insurance for AI. Governing other orgs' AI.
	29	Credo AI	3	GovTech	Partnership	TBD	Partnership outreach
Entry channel: Partnership outreach Key contacts TBD Partnership Lead Governance tooling company. Mastercard partner. Needs governance framework content.
	30	Arthur AI	3	GovTech	Partnership	TBD	Partnership outreach
Entry channel: Partnership outreach Key contacts TBD Partnership Lead AI monitoring/governance platform. Partner angle.

Convergent thinkers

Person	Affiliation	Convergence	Tier
Timotheus Kampik	Umea University / Signavio	Agentic BPM Research Manifesto — explicitly seeks guard-rail annotations, verification patterns, …	1
Marlon Dumas	University of Tartu	A-BPMS vision (arXiv, Jan 2026) maps to BPM/Agent Stack agent species model (Clause 6). Full spec …	1
Maurits Kaptein	TU Eindhoven / Kyvvu	Runtime governance paper formalizes path-dependent policy evaluation paralleling cascade algebra. …	1
Sandy Kemsley	column2.com	'Deterministic guardrails within which non-deterministic AI operates' — central BPM/Agent Stack …	1
Jim Sinur	Author	New book on BPMN for AI transformation. 10+ years on agent-based BPM.	2
Ivan Turkovic	ivanturkovic.com	'Specification clarity is now the bottleneck.' 'Complexity is never eliminated, only relocated.'	2
Nate B. Jones	Tech analyst	Supervision problem framing, scaffold-of-documents for agent context survival, standing orders as …	2
Claude Baudoin	OMG AI Platform TF co-chair	Direct standards body entry point. Professional overlap.	2
Josh Woodruff	MassiveScale / CSA	Agentic Trust Framework under CC BY 4.0. Zero Trust for AI agents.	2
Ajith Vallath Prabhakar	ajithp.com	'The Architecture Gap' + 'Decision Centric AI.'	2
Ina Sebastian	MIT CISR	AI Decision Rights Matrix (decision impact x decision structure).	3
David Marco	EWSolutions	'Digital Contractor' metaphor, 3-tiered guardrail system for agents.	3
Quinn JK Banks	SSRN	Named the 'Guardrail Gap' (Dec 2025).	3

Internal access

Target Organization Matrix

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Convergent thinkers