What was said
What this says
Current to 11 Oct 26Logistical event invitation: Sofia Marchetti invited Fiona Drummond to the BB-Demo webinar on 16 Jan 2025. There is no customer response in the thread.
Ask: Sofia invited Fiona to an online webinar showing how customers use the brain to prepare for client and trustee meetings. She said Fiona could forward it to colleagues.
Customer view: there is no customer response in the thread, so interest is not shown.
Next: Daniel is named as the contact for questions about the event.
The thread
Updated 9 Oct 26Typeevent
Messages1
First message2024-12-25
Last message2024-12-25
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Messages
- Sofia Marchetti 25 Dec 2024 12:31Dear Fiona, I hope you have a good Christmas. I wanted to invite you to the BB-Demo webinar on Thursday 16 January 2025. It is online, so you and your team can join from wherever you are. We will be showing how customers use the brain to prepare for client and trustee meetings, which I think will be familiar to your scheme relationship managers. You are very welcome to forward the invitation to colleagues who might find it useful. Daniel can also answer any questions about it. Best regards, Sofia Marchetti Head of Customer Success, BB-Demo
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