Corstorphine Building Society

Scoping: On 14 Apr 2026 Struan Mackay asked for the reference architecture for the data governance group. Hannah Lowe supplied it and Struan accepted her offer to join a governance session, naming CRM and mailbox data as first sources.

Marketing: Alice Brewer sent webinar invitations on 3 Apr 2026 (to Elspeth Haldane) and 4 Apr 2026 (to Douglas Forsyth), and a roundtable invitation to Douglas on 6 May 2026. None drew a reply, so interest is not shown.

Proposal: On 8 May 2026 Morag Cowie accepted a one-to-one walk-through with Tom Ashdown and asked for a firm-by-firm broker view. On 12 May 2026 Tom presented the Enterprise proposal of £155k, the total deal value and not an annual price.

Condition: On 12 May 2026 Alasdair Gunn, the Chief Operating Officer, said he will not take the deal to the board or sign until security and supplier risk are complete. He asked for that work to start now, alongside commercial terms.

Security: Hannah wrote to Euan Rattray on 23 Jun 2026 and had no reply in the thread. The first review took place on 25 Jun 2026: Euan held three open findings on standing access, data path and SSO, and BG-Demo left owing six written items.

Open at the end: The decision date of 30 Sep 2026 is a working date that Euan will not shorten the review to meet. The records do not show the outcome.

Supplier risk: On 4 Mar 2026 Morag Cowie accepted a discovery call and said any new supplier must pass the society's supplier-risk process before she can promise dates. Tom Ashdown was to bring a note on what BG-Demo usually provides for that review.

Discovery: On 9 Mar 2026 Morag described broker data spread across several teams and asked for one page per broker firm. Tom pencilled £155k as the whole deal value, not a yearly price, with Enterprise as the fit.

Timing: Morag said it would be a board paper and she wanted it settled before the end of September. The call also noted data quality and key-person dependency on Morag.

Demo scheduling: On 25 Mar 2026 Morag said Thursday afternoon suited for the demo but she could not promise it until supplier risk reviewed the data question. She asked Tom for a short plain note on data use.

Demo: On 31 Mar 2026 Hannah Lowe demoed on a sample extract. Morag and Elspeth Haldane saw clear value, and Morag said the dashboard is the board paper she pulls together by hand each quarter. Elspeth wants to see member-query grouping on real data first.

Open at the end: Struan Mackay said the society has no Snowflake account, which adds a second supplier risk review and cannot be answered quickly. Tom owes a written proposal, and Morag wants the figure in writing.

Period: this is a single read, so the digest is short. It is the email thread dated 10 Oct 2025, a marketing invitation to Morag Cowie at Corstorphine Building Society.

Invitation: Alice Brewer invited Morag and her business development managers to an online working session on B-Viz on 16 Oct 2025, with the recording offered as an alternative.

Customer view: the thread holds no reply from Morag, so her interest is not shown. The evidence does not show whether she attended.

Opportunity: the read notes the webinar could introduce B-Viz to the business development managers who work with brokers.

Open at the end: Alice was to send joining details or the recording if Morag replied. Nothing in the period shows that she did.

News: this period holds one read, a news item dated 10 Mar 2025. Firth Business Courier reported that the Edinburgh-based mutual announced expansion plans to serve more members and strengthen broker relationships.

Detail missing: the society gave no timetable and did not say how far the expansion would extend beyond its existing area. The read rates its importance as neutral and its significance as low.

For the account: a spokesperson wants member services and intermediary distribution teams to share an understanding of the firms they deal with. The read treats this as a mention for the next call, not a trigger, and does not say whether it would add teams.

Open at the end: the timetable remained unknown. The read suggests asking the customer for it once the society shares it. The period shows no calls, emails or tickets, so the evidence does not show the customer's sentiment, contacts or contract position.