Quintrell Lending / BB-Demo – Discovery
Callcompleted
Quintrell Lending · 2026-10-06 15:30
Donna Ibbotson, Head of Insight, described customer data spread over four or five systems and an FCA audit need. Harvey Doyle recommended Enterprise, quoted sixty-two thousand for year one and left the subscription figure unconfirmed.
What was said
What this says
Current to 14 Oct 26Donna Ibbotson, Head of Insight, described customer data spread over four or five systems and an FCA audit need. Harvey Doyle recommended Enterprise, quoted sixty-two thousand for year one and left the subscription figure unconfirmed.
What happened: Harvey Doyle ran a discovery call with Donna Ibbotson on 2026-10-06. She described calls, credit notes, applications and follow-ups held in separate systems, with manual reconciliation.
Customer view: The driver is an auditable trail under FCA rules. She asked about data retention and access, and about price, implementation length and her day-to-day contact.
Commercial: Harvey recommended Enterprise and quoted sixty-two thousand for year one, implementation and subscription bundled. He said the annual subscription was in the region of one-twenty-five but did not confirm it.
Watch: The subscription figure is unconfirmed and the proposal is still to be written. Donna will loop in her leadership team, so the decision-makers are not yet on the record.
Themes
Current to 9 Oct 26Who was there
BB-Demo
Them
Follow-up
Next steps
Current to 9 Oct 26- Harvey Doyle to confirm the annual subscription figure internally and send a detailed proposal with timeline and connector list.
- Harvey Doyle to send case studies from other regulated customers.
- Harvey Doyle to book a follow-up call in a couple of weeks once Donna has involved her leadership team.
Risks
Current to 9 Oct 26- The annual subscription figure was only given as a rough region and has not been confirmed to the customer.
- Leadership have not yet been involved, so the buying decision is not yet visible.
- FCA data retention and access requirements may lengthen the security review.
Opportunities
Current to 9 Oct 26- Enterprise tier with SSO and SCIM fits the regulated, audit-trail need.
- A twelve-week implementation including security review support suits an FCA-regulated buyer.
Transcript
Harvey Doyle NoneHi Donna. Good to finally get you on. How was your week?
Donna Ibbotson NoneBusy as always. Looking forward to this conversation though. Our loan officers keep asking for better visibility into customer interactions across the board.- Harvey Doyle NoneThat's the core pain we solve. So tell me a bit about your workflow today. How do your teams see customer calls, applications, credit decisions, all of that?
- Donna Ibbotson NoneIt's spread. Customer calls are recorded in our call system, the credit team pulls notes into a spreadsheet, applications live in the lending platform, and this is the mess: follow-ups are tracked in email or Slack. So if you want to see the full customer journey, you're jumping between four or five systems.
- Harvey Doyle NoneAnd you've got FCA compliance on top of that?
- Donna Ibbotson NoneExactly. We need an audit trail. Everything documented, nothing lost. At the moment we're doing a lot of manual reconciliation.
- Harvey Doyle NoneOkay, so you need to see everything in one place: customer interactions, credit decisions, the timeline, all auditable. That's what the brain does. It sits inside your Snowflake account, brings in your call recordings, CRM, lending platform, whatever systems you use, and makes them queryable in one unified layer. Your team can search across everything at once.
- Donna Ibbotson NoneHow do you handle the regulatory side? We're FCA-regulated, so there are strict rules on data retention and access.
- Harvey Doyle NoneEnterprise tier, which would be my recommendation for you, includes SSO and SCIM, so access is controlled through your identity system. Everything's audited. And because the brain sits in your own Snowflake, you're not moving data to a third party. You keep full control and compliance.
- Donna Ibbotson NoneWhat kind of investment are we talking?
- Harvey Doyle NoneEnterprise is sixty-two thousand for year one: implementation and subscription bundled. That includes a twelve-week onboarding where we handle connector design, data mapping, security review, the whole thing. After year one it's an annual subscription renewal.
- Donna Ibbotson NoneWhat's the subscription price?
- Harvey Doyle NoneI'll confirm the exact annual figure, but it's in the region of one-twenty-five. I don't want to quote without checking. Let me get back to you with the firm number once I've run it past our team.
- Donna Ibbotson NoneOkay. And the implementation: twelve weeks is a long time. What does that actually involve?
- Harvey Doyle NoneFirst two weeks are a security review. We sit down with your IT and compliance teams, understand your data governance, and make sure everything lines up with FCA requirements. Then six weeks on the technical side: building connectors, mapping your data into the unified schema. Final four weeks on testing, training, and optimisation.
- Donna Ibbotson NoneWho's my day-to-day contact?
- Harvey Doyle NoneDuring implementation, you'd work with our solutions team. Once you're live, you get a named CSM who owns the ongoing relationship and quarterly business reviews with you.
- Donna Ibbotson NoneThat sounds good. What's the next step?
- Harvey Doyle NoneI'll put together a detailed proposal: the investment, the timeline, connector list, all of it, and we can grab another call in a couple of weeks. I'll also send some case studies from other regulated customers so you can see how they're using it.
- Donna Ibbotson NonePerfect. Send it over and I'll loop in my leadership team.
- Harvey Doyle NoneWill do. Cheers, Donna. Speak soon.