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Rizwan Patel

Rizwan Patel

Person

Penwortham Mutual logo Penwortham Mutual · IT security

Rizwan Patel is Head of Information Security at Penwortham Mutual, recorded in the CRM as the IT security contact. He joined the 4 Jun 2026 kickoff call and pressed on where data sits and how often it refreshes. The record is thin: one call, no threads or tickets.

Who they are

Insight

As at Fri 9 Oct 2026

Rizwan Patel is Head of Information Security at Penwortham Mutual, recorded in the CRM as the IT security contact. He joined the 4 Jun 2026 kickoff call and pressed on where data sits and how often it refreshes. The record is thin: one call, no threads or tickets.

Role: Head of Information Security at Penwortham Mutual, based in Preston, with the CRM role it_security. He attended the 4 Jun 2026 kickoff alongside Clare Huddleston and Phil Catterall.

Influence: the evidence does not show who signs off the security review. His questions on data location and refresh frequency suggest he will shape that review, but the record does not show he can block or approve the deal.

Watch: the security review has no date yet. Before the next conversation, be ready to explain where data sits and how often it refreshes, and check the stated connector timing against the order form.

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

CRM records

OrganisationTitleRoleEmail
Penwortham MutualHead of Information SecurityIT securityrizwan.patel@penworthammutual.example

Activity

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.

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What the data covers

DataRecords
Organisations300
People at customers1,880
BG-Demo staff records (in post and leavers)65
Calls2,593
Email threads3,882
Support tickets1,502
Documents1,582
Deals403
Invoices365
Events49
News items147

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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