What was said
What this says
As at Fri 9 Oct 2026Sofia Marchetti invited Caroline Westby, Head of Insurer Relations, to an in-person London roundtable on Tue 26 Nov 2024. It is an event invitation. There is no customer response in the thread.
Ask: Sofia invited Caroline to compare notes on getting one reliable view of a customer or partner across disagreeing systems. She said there was no sales agenda and Caroline could bring a patient-services colleague.
Customer view: there is no customer response in the thread. The evidence does not show whether Caroline attended.
Next: Sofia offered to hold a place and to keep Caroline in mind for the next event if the date was difficult.
The thread
Updated 9 Oct 26Messages
- Sofia Marchetti 22 Nov 2024 17:10Dear Caroline, I hope the week has been kind to you. I wanted to invite you to our revenue leaders roundtable in London on Tuesday 26 November 2024. It is an in-person session, small by design, and the aim is simply for people who run revenue and customer teams to compare notes on what is working and what is not. I know your focus is insurer relations rather than revenue as such, but several of the conversations will be about how to get one reliable view of a customer or partner across systems that do not agree with each other. I suspect that will sound familiar. You would be very welcome, and you are free to bring a colleague from the patient-services team if that is useful. There is no sales agenda. If you can let me know whether you can make it, I will make sure we have a place held for you. If the date is difficult, tell me and I will keep you in mind for the next one. Best regards, Sofia Marchetti Head of Customer Success, BG-Demo