Fiona Ibbotson

Person

Fiona Ibbotson is Greyfriar Wealth's chief executive and the CRM economic buyer. She led the discovery and proposal conversations with Tom Ashdown and is positive. The evidence shows no commitment to buy and nothing after the proposal.

made from

Who they are

Insight

As at Fri 9 Oct 2026

Fiona Ibbotson is Greyfriar Wealth's chief executive and the CRM economic buyer. She led the discovery and proposal conversations with Tom Ashdown and is positive. The evidence shows no commitment to buy and nothing after the proposal.

Role: Chief executive at Greyfriar Wealth, held in the CRM as economic buyer. The record shows one call, one email thread and no tickets or deals. Greyfriar is a prospect in this record, with no contract shown.

Influence: She asked for the proposal with timing and cost, and set the demo timing with Nick Normanton. On the 29 Sep 2025 call she said real-time answers would change how the business is run.

Watch: Pricing so far was only a verbal ballpark. The thread does not show the proposal price, whether the early November demo was held, or any decision. Confirm current status before the next conversation.

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

AImade from

CRM records

Organisation	Title	Role	Email
Greyfriar Wealth	Chief Executive	Economic buyer	fiona.ibbotson@greyfriar.example

CRMmade from

Activity

20 Nov 2025eventBG-Demo webinar Alice Brewer, Harriet Gale, Lorna Wishart, Koen Janssens, Edward Grey, Mark Ellwood, Shona Baird, Morven Tait, Matthew Grice, Cerys Llewellyn, Emma Haworth, Susan Tweddle, Clodagh Fitzgerald, Nathan Booth, Aaron Graham, Julian Gatcombe, Jacqueline Sutcliffe, Amanda Holt, Willem Arts, Wayne Entwistle, Dale Pickles, Niamh Fahy, Marloes Hendriks, Toby Westwood, Callum Rix, Ellie Marchant, Jenny Trethewey, Kayleigh Pounder, Gráinne Lynch, Hugo Fawcett, Ida Mortensen, Raj Bhogal, Faye Lund, Anders Holm, Brodie Kennedy, Luke Kershaw, Fiona Ibbotson, Fiona Fairclough, Bernadette Lowry, Desmond Oyelaran, Philip Annear, Priscilla Bowen, Liam Corner, Florian Becker+41
1 Oct 2025email threadNext steps in discovery Tom Ashdown, Nick Normanton, Fiona Ibbotson
29 Sep 2025callGreyfriar Wealth / BG-Demo – Discovery Tom Ashdown, Nick Normanton, Fiona Ibbotson

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.

How to ask

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.

Who to contact

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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