Scheduling a demo for Lornefield

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Lornefield Pensions Administration: documents · sales

Nell Ashcombe set up a demo of the brain on Lornefield's own data. Imogen Hartley accepted for Thursday afternoon, asked it to start with the Monday reconciliation and will bring a manager and Craig.

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Current to 10 Oct 26

Nell Ashcombe set up a demo of the brain on Lornefield's own data. Imogen Hartley accepted for Thursday afternoon, asked it to start with the Monday reconciliation and will bring a manager and Craig.

Ask: Nell Ashcombe proposed an hour-long demo showing trustee calls, member-query tickets and fee invoices in one place.

Customer view: Imogen Hartley's real question is whether scheme-relationship managers can get a single view without hand reconciliation each Monday. Craig, who looks after systems, will want to know how the connectors behave.

Next: Nell will send the invitation, start with the Monday reconciliation and bring Tobias for connector questions.

AI · claude-sonnet-5-5 · 10 Oct 2026

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Updated 9 Oct 26

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Messages3

First message2023-01-09

Last message2023-01-13

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Nell Ashcombe 9 Jan 2023 16:20
to Imogen Hartley
Hi Imogen, Thanks for your time last week. As discussed, I'd like to set up a demo of the brain running on your own data, so you can see trustee calls, member-query tickets and fee invoices in one place rather than take my word for it. Could you do Thursday or Friday this week? Say roughly an hour. If you let me know who else should be in the room, I'll tailor it to them. Best, Nell
Imogen Hartley 10 Jan 2023 10:11
to Nell Ashcombe
Hi Nell, Thank you, that's helpful. Thursday afternoon works for me. The real question for us is whether scheme-relationship managers can get a single view without someone reconciling it by hand each Monday, so I'd like the demo to start there. I'd bring one of the managers and Craig, who looks after our systems. He will want to know how the connectors behave. Best, Imogen
Nell Ashcombe 13 Jan 2023 09:58
to Imogen Hartley
Imogen, Thursday afternoon it is. I'll send the invitation shortly and start with the Monday reconciliation, as you suggest. I'll ask Tobias to join for the connector questions, so Craig gets a precise answer. Best, Nell

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