Conover Lending Group / BG-Demo – Discovery
Callcompleted
Conover Lending Group · 25 Aug 2026 15:15
Discovery call with Tasha Merriweather, VP Customer Operations. She described fragmented customer data across systems, asked about Growth tier, security and implementation, and said she is interested. A proposal and demo are next.
What was said
What this says
As at Fri 9 Oct 2026Discovery call with Tasha Merriweather, VP Customer Operations. She described fragmented customer data across systems, asked about Growth tier, security and implementation, and said she is interested. A proposal and demo are next.
What happened: Jordan Pike ran a discovery call with Tasha Merriweather. She said her team of twelve pulls from the lending system, payment history, call history and emails, which is fragmented and slow.
Customer view: She wants all customer information before a call without toggling between five systems, and wants to spot customers heading toward default early. She raised Growth tier herself, then asked about data security and implementation length.
Commercial: Jordan positioned Growth, with eight connectors and an eight-week implementation, and said data stays in the customer's Snowflake account. He promised a proposal that week, then a demo on Conover's data with Hannah.
Watch: The evidence does not show a budget, a competitor, other decision-makers or a timeline. The proposal is an open item until sent.
Themes
As at Fri 9 Oct 2026Who was there
BG-Demo
Them
Follow-up
Next steps
As at Fri 9 Oct 2026- Jordan to send the proposal with pricing and timeline to Tasha this week.
- Schedule the demo on Conover's own data with Hannah once the proposal is reviewed.
Risks
As at Fri 9 Oct 2026- Financial data handling makes security a likely sticking point in the proposal and demo.
- The call does not show budget, competitors or other stakeholders.
Opportunities
As at Fri 9 Oct 2026- New Growth tier subscription with an eight-week implementation for the customer operations team.
- Early default-spotting use case could widen to retention and collections teams.
Transcript
Jordan PikeTasha, hi. Thanks for making time. Quick agenda, let's talk about your customer operations challenges, I'll explain what we do, and we'll figure out if it's a fit. We've got thirty-one minutes. Sound okay?
Tasha MerriweatherSure thing. Go ahead.- Jordan PikeAudio check, you hearing me clearly?
- Tasha MerriweatherYep, all good.
- Jordan PikeGreat. So, Tasha, walk me through Conover's customer ops landscape. You mentioned in our initial chat there's a lot of manual work around customer data. What does that actually look like?
- Tasha MerriweatherRight. So we're a consumer lender across the Carolinas, and we manage customer relationships, loan servicing, payments, customer calls, all across different platforms. When a customer calls with a question or a problem, my team has to pull from the lending system, check payment history, look at call history, maybe pull emails. It's fragmented and it's slow.
- Jordan PikeHow many people are on your team?
- Tasha MerriweatherCustomer operations? Twelve people. Plus there's overlap with retention, collections, that kind of thing.
- Jordan PikeOkay. So when you're looking to solve this, what would make life easier for them? What's the ideal scenario?
- Tasha MerriweatherHonestly? Walk into a call with all the information I need about that customer: payment history, contact history, everything, without toggling between five systems. And being able to spot patterns, like if a customer is heading toward default, early.
- Jordan PikeThat's exactly what the brain does. It sits on top of your systems: your CRM, your lending platform, call recordings, email, whatever you want to connect: and creates one place where you can search, ask questions, build dashboards. All your data stays where it is, but you get a unified view.
- Tasha MerriweatherSo we'd be looking at Growth tier for that?
- Jordan PikeYeah, Growth is perfect for you. It's built for a few teams, you get eight connectors so you can bring in CRM, lending system, call recordings, emails, whatever matters to you. Quarterly check-ins with us, dashboards if you want them.
- Tasha MerriweatherWhat about data security? We're handling financial information.
- Jordan PikeEverything runs in your own cloud infrastructure, your Snowflake account, specifically, so data never leaves you. You control who has access, you control the data. From a compliance perspective, it's clean.
- Tasha MerriweatherHow long is implementation?
- Jordan PikeFor Growth it's eight weeks. We map out your systems, set up the connectors, do testing with your team, and get everyone trained up.
- Tasha MerriweatherAnd you'd run a demo on our actual data at some point?
- Jordan PikeAbsolutely. That's the next phase. Once you've decided this is the direction, we'd set up a demo call where Hannah, our Solutions Engineer, walks you through the brain using your real data. That usually takes an hour, and it's usually pretty eye-opening.
- Tasha MerriweatherOkay. I'm interested. What's next?
- Jordan PikeHere's where we are. I'll send you a proposal, that'll have pricing and timeline. Then once you've looked at that, we'll schedule the demo with Hannah. Sound good?
- Tasha MerriweatherThat works for me.
- Jordan PikeI'll get that out to you this week. Anything else you want to know right now?
- Tasha MerriweatherI think that covers it. Thanks for the overview.
- Jordan PikeThanks, Tasha. Talk soon.