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Brereton Coyle Wealth logo Brereton Coyle Wealth · sales

After the demo, Sophie Ling offered Annabel Rigby a next-steps call. Only Patricia Gleave replied, on 22 Jun 2026, asking for detail on data retention, encryption at rest and audit logging before moving forward.

What was said

What this says

As at Fri 9 Oct 2026

After the demo, Sophie Ling offered Annabel Rigby a next-steps call. Only Patricia Gleave replied, on 22 Jun 2026, asking for detail on data retention, encryption at rest and audit logging before moving forward.

Ask: Patricia wants written detail on retention, encryption and audit logging, and is waiting for what Theo Gallagher shares.

Customer view: She thanked BG-Demo for the demo but made progress conditional on the controls answers. Annabel has not replied about the next-steps call.

Next: Theo owes Patricia the controls and data governance walkthrough, and Sophie still needs a slot with Annabel.

AI · claude-sonnet-5-5 · as at Fri 9 Oct 2026

The thread

Updated 9 Oct 26
Typesales
Messages2
First message2026-06-19
Last message2026-06-22

Messages

  1. Sophie Ling
    Sophie Ling 19 Jun 2026 14:33
    to Annabel Rigby, Patricia Gleave
    Hi Annabel and Patricia, Thank you both for attending the demo. You both asked exactly the right security and compliance questions. Theo, our solutions engineer, will follow up with Patricia to walk through our controls and data governance in detail. Annabel, I would like to schedule a next-steps call with you to talk about timing and process. Can you find 30 minutes early next week? Best regards, Sophie
  2. Patricia Gleave
    Patricia Gleave 22 Jun 2026 10:23
    to Sophie Ling
    Hi Sophie, Thank you for the demo. Before we move forward I would like detail on data retention, encryption at rest, and audit logging. I am keen to see what Theo shares. Patricia

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