Who they are
Insight
As at Fri 9 Oct 2026Kirsteen Boyd is a Glasgow-based scheme relationship manager and a main day-to-day user at Kelvinhaugh Pension Services. Her platform account was deactivated on 8 Feb 2026. She raised connector and data-quality tickets.
Role: CRM contact with role user, not an admin. Her platform account was created on 16 Feb 2024 and deactivated on 8 Feb 2026. She attended the 18 Mar 2024 training and found it more useful than expected.
Influence: Her influence is as a hands-on user and the main reporter of problems. A webinar read describes scheme relationship managers as driving most of the usage. The evidence does not show her taking part in commercial or renewal decisions.
Watch: She raised the duplicate records ticket on 21 May 2025 and the connector stoppage ticket, solved after 14 days. The evidence does not show why her account was deactivated or whether she has left. Confirm her status and who now uses the account.
CRM records
| Organisation | Title | Role | |
|---|---|---|---|
| Kelvinhaugh Pension Services | Scheme Relationship Manager | user | kirsteen.boyd@kelvinhaugh.example |
Activity
- 15 Jan 2026eventBG-Demo webinar
+43
- 11 Jan 2026email threadInvitation: BG-Demo webinar on Thursday 15 January 2026
- 3 Dec 2025ticketDashboard Text Formatting Issue
- 23 Sep 2025eventRevenue leaders roundtable
+46
- 31 Jul 2025ticketConnector Stopped Pulling Records
- 21 May 2025ticketDuplicate member records appearing
- 12 Mar 2025eventData leaders conference (BG-Demo stand)
+12
- 25 Feb 2025eventRevenue leaders roundtable
+33
- 15 Feb 2025email threadRevenue leaders roundtable in London
- 6 Jun 2024ticketHow do I build a saved search?
- 18 Mar 2024callKelvinhaugh Pension Services / BG-Demo – Training
- 12 Mar 2024email threadTraining session: finding a time