Greyfriar Wealth / BB-Demo – Discovery
Callcompleted
Greyfriar Wealth: documents · 2025-09-29 15:00
Nick Normanton and Fiona Ibbotson, Chief Executive, described fragmented portfolio, CRM and reporting data. Tom Ashdown positioned Growth with Salesforce, portfolio and email connectors. Nick asked what is next. No contract yet.
What was said
What this says
Current to 11 Oct 26Nick Normanton and Fiona Ibbotson, Chief Executive, described fragmented portfolio, CRM and reporting data. Tom Ashdown positioned Growth with Salesforce, portfolio and email connectors. Nick asked what is next. No contract yet.
What happened: Tom Ashdown ran a discovery call on 2025-09-29 with Nick Normanton, Head of Client Services, and Fiona Ibbotson, Chief Executive. The chief executive joining a first call is a sign of senior interest.
Customer view: Fiona wants one view of a client's portfolio, performance, transactions and advisor notes. She said reporting relies on manual pulls for assets under management, client performance and fee trends.
Commercial: Tom proposed Growth, with Salesforce, the bespoke portfolio system and Microsoft email as sources, and an implementation of about two months. Nick said that would be valuable.
Watch: no price, decision date or next step is stated in the transcript. The portfolio system is bespoke, so connector effort is not yet shown.
Themes
Current to 9 Oct 26Who was there
BB-Demo
Them
Follow-up
Next steps
Current to 9 Oct 26- Tom Ashdown to confirm next steps and send a Growth proposal to Nick Normanton and Fiona Ibbotson.
Risks
Current to 9 Oct 26- The bespoke portfolio system may make that connector harder to scope and deliver within the promised timeline.
Opportunities
Current to 9 Oct 26- A new Growth subscription with Salesforce, portfolio and email connectors and the Growth implementation.
Transcript
Tom Ashdown NoneHi Nick, Fiona, thanks for making time. I wanted to understand how you're managing client and portfolio data at Greyfriar.
Nick Normanton NoneSure. So we're an independent wealth manager. We've got client portfolios in one system, client contact data in our CRM, and reporting is sort of fragmented across spreadsheets and a few other tools.
Fiona Ibbotson NoneFrom my side, when a client calls, we want to give them a view of everything: their current portfolio, performance, recent transactions, their advisor notes. Right now, that takes a while to pull together.- Tom Ashdown NoneHow many clients are we talking about?
- Nick Normanton NoneMaybe a few hundred. And the team that works with them: advisors, paraplanners, client service, is probably fifteen, twenty people.
- Tom Ashdown NoneAnd what systems are you on?
- Nick Normanton NoneCRM is Salesforce. Portfolio system is bespoke. And we've got email in Microsoft, which has some useful client communication history.
- Fiona Ibbotson NoneAnd the reporting: at the moment, we're doing a lot of manual pulls to understand assets under management, client performance, fee trends.
- Tom Ashdown NoneSo if we connected Salesforce, your portfolio system, and email, you'd have one place to ask about a client: holdings, performance, communications, everything. No more manual work.
- Nick Normanton NoneThat'd be valuable. What tier are we looking at?
- Tom Ashdown NoneGrowth. Multiple teams, good analytics for your firm-level reporting, quarterly reviews to keep you on track.
- Fiona Ibbotson NoneAnd timeline?
- Tom Ashdown NoneGrowth implementation is about two months. We scope the connectors, make sure your portfolio data is clean, run a training day. You'd be live well within that.
- Nick Normanton NoneOkay. What's next?