Elspeth Haldane

Person

Corstorphine Building Society: documents · user

Elspeth Haldane is Head of Member Services at Corstorphine Building Society, a CRM user and a second team beside distribution. She joined the demos, asked about access separation and a pilot, and could not commit to 30 Sep 2026.

made from

Who they are

Insight

Current to 12 Oct 26

Elspeth Haldane is Head of Member Services at Corstorphine Building Society, a CRM user and a second team beside distribution. She joined the demos, asked about access separation and a pilot, and could not commit to 30 Sep 2026.

Role: Head of Member Services in Edinburgh, recorded in the CRM as a user. She was on two calls and two email threads, with no tickets or deals. She is the second team's voice alongside Morag Cowie.

Influence: She found the product useful and asked to join the next call. In the 1 Jul 2026 thread she agreed the recap but could not commit to the date, and the evidence does not show her signing off spend.

Watch: She wants member complaints shown as a count, access separation between teams in writing, and asked about a pilot. The evidence does not show whether the 30 Sep 2026 date held.

AI · claude-sonnet-5-5 · 12 Oct 2026

AImade from

CRM records

Organisation	Title	Role	Email
Corstorphine Building Society	Head of Member Services	user	elspeth.haldane@corstorphinebs.example

CRMmade from

Activity

19 Nov 2026eventBB-Demo webinar Alice Brewer, Harriet Gale, Sanne Bakker, Brooke Dawson, Warren Petrie, Orla Keane, Melissa Garnett, Sam Yates, Nathan Wragg, Kristen Abernathy, Helen Varley, Gemma Varley, Glen Nuttall, Imran Qureshi, Linnea Holm, Lucas Goossens, Vicky Brearley, Megan Entwistle, Toby Eccles, Kevin Bishop, Elspeth Haldane, Lauren Pilkington, Ronan Healy, Joanne Unwin, Sue Ditchfield, Maarten Bosman, Phil Catterall+24
1 Jul 2026email_threadNext steps after the demo Tom Ashdown, Hannah Lowe, Morag Cowie, Elspeth Haldane+1
30 Jun 2026callCorstorphine Building Society / BB-Demo – Demo Tom Ashdown, Hannah Lowe, Morag Cowie, Elspeth Haldane+1
16 Apr 2026eventBB-Demo webinar Alice Brewer, Joost Verbeek, Jenna Price, Luis Herrera, Elliot Kirkby, Asif Jagger, Bryony Gilchrist, Gemma Varley, Wayne Entwistle, Annika Lund, Dev Malhotra, Alyssa Jenkins, Neil Barlow, Elise Lambert, Gemma Dobson, Tariq Saleem, Fiona Marsden, Elspeth Haldane, Douglas Forsyth, Becky Tattersall, Joe Mallinson, Ronan Healy, Nigel Ferris, Trevor Mayhew, Lars Wübbena, Pauline Metcalfe, Bernard Haslam+24
3 Apr 2026email_threadInvitation: BB-Demo webinar, Thursday 16 April 2026 Alice Brewer, Elspeth Haldane
31 Mar 2026callCorstorphine Building Society / BB-Demo – Demo Tom Ashdown, Hannah Lowe, Morag Cowie, Struan Mackay, Elspeth Haldane+2

CRMmade from

BB-Demo is a fictional company; every organisation and person here is invented. B-Brain is the tool. Built by site/build_site.py from the site tree, data as of Fri 9 Oct 2026. Help & Support

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Open as a page

Help & Support

B-Brain is one place to read everything the company knows about its customers: the CRM, calls, emails, support tickets, product usage, invoices, documents, news and HR. Every page is built from those systems and the data is current to Fri 9 Oct 2026.

How to use the site

Summary is the landing page: what happened this week, the calls just held and the calls coming up, the risks and the renewals due.
Organisations lists every customer. Open one to see its key facts, the AI assessment and next step, platform usage, the ARR journey, deals, documents, contacts and activity, and the lineage of every block.
Conversations, Commercial, People, News and Documents cut the same data by topic. System explains how the brain is built and where each figure comes from.
Every card ends with a small made from link: it opens the lineage explorer focused on that card, so you can walk from the figure down to the raw rows it came from.
Use the sun and moon button at the top right to choose dark or light. Choose your device's own mode again to go back to following the device.

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Press Ask Brain in the header. Type a question, or pick one of the examples.

Search the brain finds the organisations, people, calls, emails, tickets, documents and news that match your words, with links to their pages.
Ask Claude copies your question and opens the B-Brain Claude Project, where Claude answers from the same data using the B-Brain tools and cites the pages it used.

The site itself does not call an AI model; answers in Claude come from the same figures you see here.

What the data covers

Data	Records
Organisations	150
People at customers	573
BB-Demo staff	48
Calls	1,382
Email threads	2,122
Support tickets	789
Documents	850
Deals	217
Invoices	187
Events	49
News items	84

Data as of Fri 9 Oct 2026. Text marked AI was written by the brain from the records listed in its made-from link; an AI output that cannot cite its evidence is refused and the previous text kept. Where two systems disagree (for example a contract and the CRM), the key facts show both values and mark the difference.

BB-Demo is a fictional company: every organisation, person and figure here is invented for this demonstration. B-Brain is the tool that reads its data.

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Email support@b-brain.example or talk to your B-Brain account team. Tell us the page address and what looked wrong; a screenshot helps.

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