Whitlingham Wealth / BG-Demo – Demo
Callcompleted
Whitlingham Wealth · 18 Sep 2024 16:15
Demo on 2024-09-18 for Growth. Felicity Gurney liked it and said it sounds solid, but needs to loop in Hugo and finance. A proposal call is pencilled for late October.
What was said
What this says
As at Fri 9 Oct 2026Demo on 2024-09-18 for Growth. Felicity Gurney liked it and said it sounds solid, but needs to loop in Hugo and finance. A proposal call is pencilled for late October.
What happened: Hannah Lowe showed the query interface, connectors and dashboard builder. Felicity and Daisy Howes asked about live data, dashboards and support.
Customer view: Felicity said it sounds solid and the team was keen to see it in action. Her main concern was the sign-off route, since she must involve Hugo and finance.
Commercial: This is a Growth opportunity with up to eight connectors, the dashboard builder and quarterly QBRs. Pricing was not discussed.
Watch: Hugo and Terence are the next audience and were absent. The evidence does not show a date fixed for the proposal call.
Themes
As at Fri 9 Oct 2026Who was there
BG-Demo
Them
Follow-up
Next steps
As at Fri 9 Oct 2026- Priya Raman to send Felicity time options for a late October proposal call with Hugo and Terence.
- Hannah Lowe to send Daisy Howes the technical checklist.
Risks
As at Fri 9 Oct 2026- Finance and Hugo have not seen the product and may challenge price or timing.
Opportunities
As at Fri 9 Oct 2026- Growth subscription and implementation if the proposal call leads to an order form.
- Dashboard builder and quarterly QBRs match the client-service team's wish to stop switching systems.
Transcript
Priya RamanHi Felicity, Daisy, thanks for making time. So today Hannah's going to walk you through what the brain looks like on your data. Then we can talk through next steps. Sound good?
Felicity GurneyPerfect. We've been keen to see it in action.
Hannah LoweRight, let me share my screen. So this is the query interface: where your team would go to ask questions instead of logging into Salesforce, Gong, email, Xero separately. You type a question and the brain pulls data from all your systems at once.- Felicity GurneyIs that live data?
- Hannah LoweNo, we refresh each night by 07:00. So it's fresh by morning but not tick-by-tick. We connect via connectors to your CRM, call recorder, email and finance system. You'd have up to eight connectors with Growth.
Daisy HowesAnd you set those up for us?- Hannah LoweWe do. We need credentials and access to your systems, but we handle the technical side. Let me show you what a typical query looks like. Say you want to see all interactions with a client in six months: the brain pulls emails, calls and CRM activity into one view. Timeline, people, opportunities, all at once.
- Priya RamanThis is the win for you. Your client-service team stops jumping between four systems.
- Felicity GurneyCan we build custom dashboards?
- Hannah LoweYes. With Growth you get our dashboard builder, no SQL needed. You pick your data, your fields, your chart type, and the brain keeps it fresh.
- Daisy HowesWhat about support if something breaks?
- Hannah LoweGrowth gets quarterly business reviews and email support. We respond to priority issues within one business hour. Nightly refresh completes by 07:00 business days. If there's a breach on our end, you get a service credit.
- Felicity GurneyThat sounds solid. I'd need to loop in Hugo and our finance team.
- Priya RamanOf course. What I'd suggest is you have a think internally, then we do a proposal call with Hugo and Terence where we walk through pricing, implementation timeline and the tech. When would suit you?
- Felicity GurneyEarly October is tight, but late October should work.
- Priya RamanI'll send you a couple of time options. In the meantime, Daisy, Hannah will send you our technical checklist. Any questions, just email.
- Hannah LoweThanks, Felicity. Thanks, Daisy.