Julian Strickland

Person

Chief Financial Officer at Kentmere Underwriting, recorded as economic buyer. In the Dec 2024 and Jan 2025 calls he pressed for a traceable, defensible figure and plain renewal wording. He did not reply in the 14 Jan 2025 thread.

made from

Who they are

Insight

As at Fri 9 Oct 2026

Chief Financial Officer at Kentmere Underwriting, recorded as economic buyer. In the Dec 2024 and Jan 2025 calls he pressed for a traceable, defensible figure and plain renewal wording. He did not reply in the 14 Jan 2025 thread.

Role: CFO at Kentmere Underwriting, CRM role economic_buyer. The record shows three calls and one email thread, with no tickets or deals.

Influence: Both Arabella Fenwick and Lewis Kerr treat his questions as gating. He wanted the split of the £140k before the board pack, and asked whether it was the agreed figure. Owen Tallis said the order form sets price and terms, not the CRM deal amount.

Watch: He worried that a year-one discount drops away at renewal, and wanted the availability commitment in the order form. He was silent in the 14 Jan 2025 thread. The evidence does not show whether an order form was signed.

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

AImade from

CRM records

Organisation	Title	Role	Email
Kentmere Underwriting	Chief Financial Officer	Economic buyer	julian.strickland@kentmere.example

CRMmade from

Activity

14 Jan 2025email threadProposal terms and next steps Lewis Kerr, Owen Tallis, Julian Strickland, Arabella Fenwick+1
10 Jan 2025callKentmere Underwriting / BG-Demo – Negotiation Lewis Kerr, Owen Tallis, Julian Strickland, Arabella Fenwick+1
30 Dec 2024callKentmere Underwriting / BG-Demo – Proposal Lewis Kerr, Arabella Fenwick, Julian Strickland
12 Dec 2024callKentmere Underwriting / BG-Demo – Discovery Lewis Kerr, Arabella Fenwick, Julian Strickland

CRMmade from

BG-Demo is a fictional company; every organisation and person here is invented. B-Viz is the tool. Data as of Fri 9 Oct 2026. Help & Support

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B-Viz 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 site 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 B (the speech bubble) in the header, or open the Ask B page. Type a question, or pick one of the suggestions.

Ask B sends your question to Claude through the B-Viz connector. Claude answers from the same records as these pages, read-only, and links each claim to its source page.
Find (the box in the header) finds the organisations, people, calls, emails, tickets, documents and news that match your words, with links to their pages.
The same connector works in Claude Desktop or the B-Viz Claude Project, with the same answers and sources.

What the data covers

Data	Records
Organisations	300
People at customers	1,880
BG-Demo staff records (in post and leavers)	65
Calls	2,593
Email threads	3,882
Support tickets	1,502
Documents	1,582
Deals	403
Invoices	365
Events	49
News items	147

Data as of Fri 9 Oct 2026. Text marked AI was written by the AI 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.

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

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Email info@b-viz.com or talk to your B-Viz account team. Tell us the page address and what looked wrong; a screenshot helps.

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