Brereton Coyle Wealth / BG-Demo – Demo
Callcompleted
Brereton Coyle Wealth · 18 Jun 2026 16:15
On the 18 Jun 2026 demo, Annabel Rigby said she was sold on Starter, with £28k quoted for the first year including implementation. Patricia Gleave pressed on reliability, because compliance reporting cannot have gaps.
What was said
What this says
As at Fri 9 Oct 2026On the 18 Jun 2026 demo, Annabel Rigby said she was sold on Starter, with £28k quoted for the first year including implementation. Patricia Gleave pressed on reliability, because compliance reporting cannot have gaps.
What happened: Theo Gallagher demoed a sample brain over a CRM and portfolio system. Annabel Rigby and Patricia Gleave both engaged, and Annabel said she was ready to move forward.
Customer view: Annabel found it quite different and faster than their current way of working. Patricia's focus was compliance: where the data comes from, audit trail, reliability and security.
Commercial: Sophie Ling quoted Starter at £28k all-in for the first year, including the implementation fee. This was said on the call only; the evidence does not show a sent proposal or a signed order form.
Watch: Sophie described "very high availability" and promised a fix for freshness issues, but Starter credits availability only. Theo also promised a full security review within four weeks, which should be checked against what Starter includes.
Themes
As at Fri 9 Oct 2026Who was there
BG-Demo
Them
Follow-up
Next steps
As at Fri 9 Oct 2026- Sophie Ling to send Annabel the proposal, pricing and order form and confirm whether it went out after the 18 Jun 2026 call.
- Sophie to make sure the order form states the Starter service levels and security review scope plainly.
- Theo Gallagher to agree security review timing with Patricia, at the few hours a week he described.
Risks
As at Fri 9 Oct 2026- Patricia expects no gaps in compliance reporting, while Starter credits availability only and not data freshness.
- Theo promised a full security review within the four-week implementation, which may exceed what Starter covers.
- The £28,000 figure was spoken on the call and nothing in the record shows a proposal sent or an order form executed.
Opportunities
As at Fri 9 Oct 2026- Annabel asked about custom views, which points to Growth if search alone stops being enough.
- Starter includes fifteen users on a soft limit, so team growth could lead to extra users.
Transcript
Sophie LingAfternoon everyone. Thanks for joining. Annabel, Patricia, this is Theo, he's one of our Solutions Engineers. He's going to walk us through the brain on something like your data. Theo?
Theo GallagherSure. So what we've done is built a sample brain using similar data to what you've described: client accounts, portfolios, transactions. We've connected what looks like your CRM and portfolio system. Let me show you what a typical query looks like. Annabel, if a client rings and says 'I want a complete picture of everything I own', what would you normally do?
Annabel RigbyI'd log into the CRM, find their account, note down their portfolio IDs, then jump to the portfolio system and pull up their holdings. Then I'd cross-check with any bank data we have.- Theo GallagherRight. Here's how the brain handles that. I type the client name and, here's their complete picture. All their accounts, all their holdings, any notes, all on one screen. I didn't jump anywhere. No copy-paste, no manual checking.
Patricia GleaveWhere is that data coming from?- Theo GallagherIt's pulled from your CRM and portfolio system every night. Refreshes by 07:00, so this client view is as of last night. We keep a full audit trail, you can see when any data changed and why.
- Patricia GleaveThat's helpful for compliance.
- Theo GallagherExactly. Patricia, let's say you need to run a compliance report, maybe 'all clients with cash positions over a certain threshold'. You use the search function. I type the criteria and the brain searches all your data and gives you a list. You can export it, it's all timestamped.
- Patricia GleaveAnd that's reliable? We can't have gaps in what we're reporting.
- Sophie LingIt has very high availability on Starter, which is our standard for the tier. And Theo's team backs it up: if there's any data freshness issue, you let us know and we fix it.
- Annabel RigbyWhat about customization? Can we build our own views?
- Theo GallagherOn Starter you get search and chat, you can ask questions and export results. Custom dashboards are on Growth and above. But honestly, the search covers most queries.
- Annabel RigbyHow many people would we need?
- Sophie LingStarter includes fifteen users, soft limit. So your whole team could use it if they wanted. You can add more if you grow.
- Patricia GleaveAnd security, where does the data actually live?
- Theo GallagherInside your Snowflake account. You control it. We host the logic, the brain's logic, but the data is yours. We don't store client information on our infrastructure.
- Patricia GleaveAnd you've done security reviews before?
- Theo GallagherMany times. We'll go through a full review with you as part of implementation. You'll get a list of controls, I'll evidence each one, we'll address any findings. Four weeks, we're done.
- Annabel RigbyThis is quite different from what we have now. It's faster.
- Sophie LingThat's the idea. Less time in systems, more time helping clients.
- Annabel RigbyI think we're ready to move forward. What does the timeline look like?
- Sophie LingIf you're ready, we'd send you a proposal. You're looking at Starter tier, £28,000 all-in for the first year, that includes the implementation fee. Then we'd kick off, implement over four weeks, and you'd be live.
- Patricia GleaveAnd you'd need us involved in the security review during those four weeks?
- Theo GallagherA few hours a week. Not heavy lift. We'll coordinate with you on timing.
- Annabel RigbyOkay, I think we're sold. Next steps?
- Sophie LingI'll send you a proposal, pricing, and the order form. You can get that to your legal and finance teams. Once you're happy, we sign and Theo and I will get you started immediately.
- Patricia GleaveDo we have any other questions? I think we're good.
- Annabel RigbyNo, I'm happy.
- Sophie LingGreat. I'll get that documentation over today. Cheers all.