AI facts
Current to 14 Oct 26Corstorphine Building Society is a prospect with no executed contract, invoices or ARR. The 12 May 2026 final proposal prices the Enterprise tier at £125k a year, with a total deal value of £155k including implementation. There is no usage, as the brain is not yet deployed. The open new deal is at CRM stage proposal with an expected close of 11 Dec 2026, and the draft MSA of 24 Sep 2026 is unsigned. The society has classed the service as a material outsourcing.
Profile
Updated 9 Oct 26- IndustryBuilding societySource: CRM company record
- Websitecorstorphinebs.exampleSource: CRM company record
- CountryUnited KingdomSource: CRM company record · CRM code GB · Region UK
- HQ cityEdinburghSource: CRM company record
- Size880 employeesSource: CRM company record
- CRM ownerTom AshdownSource: CRM company record · Account Executive
- TypeProspectdiffersSource: contracts and invoices (signals) · CRM stage opportunity · The sources disagree
- StateProspectSource: AI assessment · Written 14 Oct 2026
AI opinion
Current to 14 Oct 26Prospect, because the Enterprise deal is live but unsigned. Alasdair Gunn will not sign until security and supplier risk are complete, and Euan Rattray keeps the post-incident finding open until the end of December. Morag Cowie's broker visibility case could seed member services use later.
Key facts
Updated 9 Oct 26- Open dealProposal · £155,000Source: CRM deal Corstorphine Building Society – New · new deal · Expected close 11 Dec 2026 · Owner Tom Ashdown
- Last contact1 Oct 2026Call: Corstorphine Building Society / BB-Demo – Security Review · 8 days before 9 Oct 2026
Next step
Current to 14 Oct 26- What
- Tom Ashdown sends Catriona Muir the exit, audit and access clauses in writing, with addendum items marked and the Enterprise order form, before the booked negotiation call. proposal
- Who
Tom Ashdown
- When
- This week by 9 Oct 2026
- Why
- Tom Ashdown sends Catriona Muir the exit, audit and access clauses in writing with the Enterprise order form before the negotiation call booked for 26 Oct 2026, because procurement will not take committee papers forward without them.
The story
Current to 14 Oct 26Prospect: an open Enterprise deal at £155k including implementation, at CRM stage proposal, with nothing executed. Signature waits on Euan Rattray's open security finding, written exit and audit terms for procurement, and PRA notification.
Prospect, Corstorphine Building Society has an open Enterprise deal at £155k including implementation, at CRM stage proposal. The 12 May 2026 proposal prices Enterprise at £125k a year; nothing is executed and the 24 Sep 2026 draft MSA is unsigned.
There is no usage or ticket history, and the society had no Snowflake account at the 31 Mar 2026 demo. Morag Cowie, Head of Intermediary Distribution, is the sole enthusiast; Alasdair Gunn will not sign until security and supplier risk are complete.
Euan Rattray keeps the post-incident security finding open until the end of December. The society classes the service as a material outsourcing, so PRA notification, an exit plan and audit rights must precede signature.
Tom Ashdown sends Catriona Muir the exit, audit and access clauses in writing with the Enterprise order form, due 9 Oct 2026 and ahead of the negotiation call booked for 26 Oct 2026.
ARR journey
Platform usage
Documents
Updated 9 Oct 26- commercial
- presales
Folders and documents as a list
- Contracts (1)
- Draft master agreement for review draft · contract · 24 Sep 2026
- Proposals (3)
- Enterprise tier proposal issued · proposal · 5 May 2026
- Draft Enterprise tier proposal draft · proposal · 7 May 2026
- Enterprise tier proposal issued · proposal · 12 May 2026
- Security (2)
- Security questionnaire for Enterprise evaluation issued · security questionnaire · 9 Apr 2026
- Draft security questionnaire for evaluation draft · security questionnaire · 9 Jun 2026
Open deals
| Deal | Stage | Amount | Close |
|---|---|---|---|
| Corstorphine Building Society – New | proposal | £155,000 | 11 Dec 2026 |
Open tickets
Activity
- 26 Nov 2026callCorstorphine Building Society / BB-Demo – Exec Sponsor
+1
- 19 Nov 2026eventBB-Demo webinar
+33
- 26 Oct 2026callCorstorphine Building Society / BB-Demo – Negotiation
+2
- 1 Oct 2026callCorstorphine Building Society / BB-Demo – Security Review
- 28 Sep 2026email_threadSecurity review session: open findings and arrangements
- 24 Sep 2026documentCorstorphine Building Society - Master Services Agreement v1
- 3 Sep 2026email_threadMaterial outsourcing classification and what we need before signing
- 20 Aug 2026callCorstorphine Building Society / BB-Demo – Security Review
+1
- 17 Aug 2026email_threadSecurity review: finding a date
- 6 Aug 2026email_threadIncident history request
- 17 Jul 2026newsCorstorphine Building Society announces leadership appointment
- 25 Jun 2026callCorstorphine Building Society / BB-Demo – Security Review
- 23 Jun 2026email_threadSecurity review: arranging a session
- 9 Jun 2026documentCorstorphine Building Society - Security Questionnaire v1
- 26 May 2026eventRevenue leaders roundtable
+39
- 12 May 2026documentCorstorphine Building Society - Proposal
- 12 May 2026callCorstorphine Building Society / BB-Demo – Proposal
+1
- 8 May 2026email_threadProposal walk-through: finding a time
- 7 May 2026documentCorstorphine Building Society - Proposal v1
- 6 May 2026email_threadInvitation: revenue leaders roundtable in London on Tuesday 26 May 2026
- 5 May 2026documentCorstorphine Building Society - Proposal
- 16 Apr 2026eventBB-Demo webinar
+32
- 14 Apr 2026email_threadSnowflake account and reference architecture
- 9 Apr 2026documentCorstorphine Building Society - Security Questionnaire
- 4 Apr 2026email_threadInvitation: BB-Demo webinar on Thursday 16 Apr 2026
- 3 Apr 2026email_threadInvitation to our online webinar on Thursday 16 Apr 2026
- 31 Mar 2026callCorstorphine Building Society / BB-Demo – Demo
+2
- 25 Mar 2026email_threadDemo on your own data: finding a time
- 9 Mar 2026dealCorstorphine Building Society – New
- 9 Mar 2026callCorstorphine Building Society / BB-Demo – Discovery
- 4 Mar 2026email_threadSetting up a discovery call
- 16 Oct 2025eventBB-Demo webinar
+28
- 10 Oct 2025email_threadInvitation: BB-Demo webinar on Thursday 16 Oct 2025
- 10 Mar 2025newsCorstorphine Building Society announces expansion plans
Contacts
Evidence trail
Updated 9 Oct 26Corstorphine Building Society's pages are written from 3 organisation-level AI texts (assessment / next steps) and 1 narrative-level AI text, which in turn draw on 29 AI summaries of 30 raw things (calls, tickets, emails, news), 7 people (7 with an AI write-up) and 5 staff (0 with an AI write-up), shown on 5 pages.
The trail as a list (block, record, entity, raw row)
- Activity page block
- Corstorphine Building Society / BB-Demo – Discovery entity
- Corstorphine Building Society entity
- crm/companies.csv org_080 raw row
- call_recorder/calls.csv call_080_001 raw row
- Corstorphine Building Society entity
- Corstorphine Building Society / BB-Demo – Demo entity
- Corstorphine Building Society entity
- crm/companies.csv org_080 raw row
- call_recorder/calls.csv call_080_002 raw row
- Corstorphine Building Society entity
- Corstorphine Building Society / BB-Demo – Proposal entity
- Corstorphine Building Society entity
- crm/companies.csv org_080 raw row
- call_recorder/calls.csv call_080_003 raw row
- Corstorphine Building Society entity
- Corstorphine Building Society / BB-Demo – Security Review entity
- Corstorphine Building Society entity
- crm/companies.csv org_080 raw row
- call_recorder/calls.csv call_080_004 raw row
- Corstorphine Building Society entity
- Corstorphine Building Society / BB-Demo – Security Review entity
- Corstorphine Building Society entity
- crm/companies.csv org_080 raw row
- call_recorder/calls.csv call_080_005 raw row
- Corstorphine Building Society entity
- Corstorphine Building Society / BB-Demo – Security Review entity
- Corstorphine Building Society entity
- crm/companies.csv org_080 raw row
- call_recorder/calls.csv call_080_006 raw row
- Corstorphine Building Society entity
- +28 more
- Corstorphine Building Society / BB-Demo – Discovery entity
- AI opinion page block
- Corstorphine Building Society prospect AI record
- Corstorphine Building Society – New entity
- Corstorphine Building Society entity
- crm/companies.csv org_080 raw row
- crm/deal_close_date_changes.csv deal_080_01:1 raw row
- crm/deal_line_items.csv deal_080_01:1 raw row
- crm/deal_line_items.csv deal_080_01:2 raw row
- crm/deal_stage_history.csv deal_080_01:1 raw row
- crm/deal_stage_history.csv deal_080_01:2 raw row
- +3 more
- Corstorphine Building Society entity
- Corstorphine: nothing executed, MSA in draft AI record
- Corstorphine Building Society - Security Questionnaire entity
- Corstorphine Building Society entity
- crm/companies.csv org_080 raw row
- document_store/files.csv doc_080_001 raw row
- Corstorphine Building Society entity
- Corstorphine Building Society - Proposal entity
- Corstorphine Building Society entity
- crm/companies.csv org_080 raw row
- document_store/files.csv doc_080_002 raw row
- Corstorphine Building Society entity
- Corstorphine Building Society - Proposal v1 entity
- Corstorphine Building Society entity
- crm/companies.csv org_080 raw row
- document_store/files.csv doc_080_003 raw row
- Corstorphine Building Society entity
- Corstorphine Building Society - Proposal entity
- Corstorphine Building Society entity
- crm/companies.csv org_080 raw row
- document_store/files.csv doc_080_004 raw row
- Corstorphine Building Society entity
- Corstorphine Building Society - Security Questionnaire v1 entity
- Corstorphine Building Society entity
- crm/companies.csv org_080 raw row
- document_store/files.csv doc_080_005 raw row
- Corstorphine Building Society entity
- Corstorphine Building Society - Master Services Agreement v1 entity
- Corstorphine Building Society entity
- crm/companies.csv org_080 raw row
- document_store/files.csv doc_080_006 raw row
- Corstorphine Building Society entity
- +7 more
- Corstorphine Building Society - Security Questionnaire entity
- Discovery: broker visibility, Enterprise AI record
- Corstorphine Building Society / BB-Demo – Discovery entity
- Corstorphine Building Society entity
- crm/companies.csv org_080 raw row
- call_recorder/calls.csv call_080_001 raw row
- Corstorphine Building Society entity
- Corstorphine Building Society entity
- crm/companies.csv org_080 raw row
- Corstorphine Building Society / BB-Demo – Discovery entity
- Demo: no Snowflake account yet AI record
- Corstorphine Building Society / BB-Demo – Demo entity
- Corstorphine Building Society entity
- crm/companies.csv org_080 raw row
- call_recorder/calls.csv call_080_002 raw row
- Corstorphine Building Society entity
- Corstorphine Building Society entity
- crm/companies.csv org_080 raw row
- Corstorphine Building Society / BB-Demo – Demo entity
- Proposal: supplier risk gates signing AI record
- Corstorphine Building Society / BB-Demo – Proposal entity
- Corstorphine Building Society entity
- crm/companies.csv org_080 raw row
- call_recorder/calls.csv call_080_003 raw row
- Corstorphine Building Society entity
- Corstorphine Building Society entity
- crm/companies.csv org_080 raw row
- Corstorphine Building Society / BB-Demo – Proposal entity
- Security review: three open findings AI record
- Corstorphine Building Society / BB-Demo – Security Review entity
- Corstorphine Building Society entity
- crm/companies.csv org_080 raw row
- call_recorder/calls.csv call_080_004 raw row
- Corstorphine Building Society entity
- Corstorphine Building Society entity
- crm/companies.csv org_080 raw row
- Corstorphine Building Society / BB-Demo – Security Review entity
- +35 more
- Corstorphine Building Society – New entity
- Corstorphine Building Society prospect AI record
- ARR journey (not yet analysed) page block
- facts.arr_monthly:org_080 facts table
- Corstorphine Building Society – New entity
- Corstorphine Building Society entity
- crm/companies.csv org_080 raw row
- crm/deal_close_date_changes.csv deal_080_01:1 raw row
- crm/deal_line_items.csv deal_080_01:1 raw row
- crm/deal_line_items.csv deal_080_01:2 raw row
- crm/deal_stage_history.csv deal_080_01:1 raw row
- crm/deal_stage_history.csv deal_080_01:2 raw row
- +3 more
- Corstorphine Building Society entity
- Corstorphine Building Society – New entity
- facts.arr_monthly:org_080 facts table
- AI facts page block
- Corstorphine Building Society prospect AI record
- Corstorphine Building Society – New entity
- Corstorphine Building Society entity
- crm/companies.csv org_080 raw row
- crm/deal_close_date_changes.csv deal_080_01:1 raw row
- crm/deal_line_items.csv deal_080_01:1 raw row
- crm/deal_line_items.csv deal_080_01:2 raw row
- crm/deal_stage_history.csv deal_080_01:1 raw row
- crm/deal_stage_history.csv deal_080_01:2 raw row
- +3 more
- Corstorphine Building Society entity
- Corstorphine: nothing executed, MSA in draft AI record
- Corstorphine Building Society - Security Questionnaire entity
- Corstorphine Building Society entity
- crm/companies.csv org_080 raw row
- document_store/files.csv doc_080_001 raw row
- Corstorphine Building Society entity
- Corstorphine Building Society - Proposal entity
- Corstorphine Building Society entity
- crm/companies.csv org_080 raw row
- document_store/files.csv doc_080_002 raw row
- Corstorphine Building Society entity
- Corstorphine Building Society - Proposal v1 entity
- Corstorphine Building Society entity
- crm/companies.csv org_080 raw row
- document_store/files.csv doc_080_003 raw row
- Corstorphine Building Society entity
- Corstorphine Building Society - Proposal entity
- Corstorphine Building Society entity
- crm/companies.csv org_080 raw row
- document_store/files.csv doc_080_004 raw row
- Corstorphine Building Society entity
- Corstorphine Building Society - Security Questionnaire v1 entity
- Corstorphine Building Society entity
- crm/companies.csv org_080 raw row
- document_store/files.csv doc_080_005 raw row
- Corstorphine Building Society entity
- Corstorphine Building Society - Master Services Agreement v1 entity
- Corstorphine Building Society entity
- crm/companies.csv org_080 raw row
- document_store/files.csv doc_080_006 raw row
- Corstorphine Building Society entity
- +7 more
- Corstorphine Building Society - Security Questionnaire entity
- Discovery: broker visibility, Enterprise AI record
- Corstorphine Building Society / BB-Demo – Discovery entity
- Corstorphine Building Society entity
- crm/companies.csv org_080 raw row
- call_recorder/calls.csv call_080_001 raw row
- Corstorphine Building Society entity
- Corstorphine Building Society entity
- crm/companies.csv org_080 raw row
- Corstorphine Building Society / BB-Demo – Discovery entity
- Demo: no Snowflake account yet AI record
- Corstorphine Building Society / BB-Demo – Demo entity
- Corstorphine Building Society entity
- crm/companies.csv org_080 raw row
- call_recorder/calls.csv call_080_002 raw row
- Corstorphine Building Society entity
- Corstorphine Building Society entity
- crm/companies.csv org_080 raw row
- Corstorphine Building Society / BB-Demo – Demo entity
- Proposal: supplier risk gates signing AI record
- Corstorphine Building Society / BB-Demo – Proposal entity
- Corstorphine Building Society entity
- crm/companies.csv org_080 raw row
- call_recorder/calls.csv call_080_003 raw row
- Corstorphine Building Society entity
- Corstorphine Building Society entity
- crm/companies.csv org_080 raw row
- Corstorphine Building Society / BB-Demo – Proposal entity
- Security review: three open findings AI record
- Corstorphine Building Society / BB-Demo – Security Review entity
- Corstorphine Building Society entity
- crm/companies.csv org_080 raw row
- call_recorder/calls.csv call_080_004 raw row
- Corstorphine Building Society entity
- Corstorphine Building Society entity
- crm/companies.csv org_080 raw row
- Corstorphine Building Society / BB-Demo – Security Review entity
- +35 more
- Corstorphine Building Society – New entity
- Corstorphine Building Society prospect AI record
- Contacts page block
- Morag Cowie entity
- Corstorphine Building Society entity
- crm/companies.csv org_080 raw row
- crm/contacts.csv per_8001:org_080 raw row
- Corstorphine Building Society entity
- Alasdair Gunn entity
- Corstorphine Building Society entity
- crm/companies.csv org_080 raw row
- crm/contacts.csv per_8002:org_080 raw row
- Corstorphine Building Society entity
- Euan Rattray entity
- Corstorphine Building Society entity
- crm/companies.csv org_080 raw row
- crm/contacts.csv per_8003:org_080 raw row
- Corstorphine Building Society entity
- Catriona Muir entity
- Corstorphine Building Society entity
- crm/companies.csv org_080 raw row
- crm/contacts.csv per_8004:org_080 raw row
- Corstorphine Building Society entity
- Struan Mackay entity
- Corstorphine Building Society entity
- crm/companies.csv org_080 raw row
- crm/contacts.csv per_8005:org_080 raw row
- Corstorphine Building Society entity
- Elspeth Haldane entity
- Corstorphine Building Society entity
- crm/companies.csv org_080 raw row
- crm/contacts.csv per_8006:org_080 raw row
- Corstorphine Building Society entity
- +1 more
- Morag Cowie entity
- Open deals page block
- Corstorphine Building Society – New entity
- Corstorphine Building Society entity
- crm/companies.csv org_080 raw row
- crm/deal_close_date_changes.csv deal_080_01:1 raw row
- crm/deal_line_items.csv deal_080_01:1 raw row
- crm/deal_line_items.csv deal_080_01:2 raw row
- crm/deal_stage_history.csv deal_080_01:1 raw row
- crm/deal_stage_history.csv deal_080_01:2 raw row
- +3 more
- Corstorphine Building Society entity
- Corstorphine Building Society – New entity
- Documents page block
- Corstorphine Building Society - Security Questionnaire entity
- Corstorphine Building Society entity
- crm/companies.csv org_080 raw row
- document_store/files.csv doc_080_001 raw row
- Corstorphine Building Society entity
- Corstorphine Building Society - Proposal entity
- Corstorphine Building Society entity
- crm/companies.csv org_080 raw row
- document_store/files.csv doc_080_002 raw row
- Corstorphine Building Society entity
- Corstorphine Building Society - Proposal v1 entity
- Corstorphine Building Society entity
- crm/companies.csv org_080 raw row
- document_store/files.csv doc_080_003 raw row
- Corstorphine Building Society entity
- Corstorphine Building Society - Proposal entity
- Corstorphine Building Society entity
- crm/companies.csv org_080 raw row
- document_store/files.csv doc_080_004 raw row
- Corstorphine Building Society entity
- Corstorphine Building Society - Security Questionnaire v1 entity
- Corstorphine Building Society entity
- crm/companies.csv org_080 raw row
- document_store/files.csv doc_080_005 raw row
- Corstorphine Building Society entity
- Corstorphine Building Society - Master Services Agreement v1 entity
- Corstorphine Building Society entity
- crm/companies.csv org_080 raw row
- document_store/files.csv doc_080_006 raw row
- Corstorphine Building Society entity
- Corstorphine Building Society - Security Questionnaire entity
- hero page block
- Corstorphine Building Society prospect AI record
- Corstorphine Building Society – New entity
- Corstorphine Building Society entity
- crm/companies.csv org_080 raw row
- crm/deal_close_date_changes.csv deal_080_01:1 raw row
- crm/deal_line_items.csv deal_080_01:1 raw row
- crm/deal_line_items.csv deal_080_01:2 raw row
- crm/deal_stage_history.csv deal_080_01:1 raw row
- crm/deal_stage_history.csv deal_080_01:2 raw row
- +3 more
- Corstorphine Building Society entity
- Corstorphine: nothing executed, MSA in draft AI record
- Corstorphine Building Society - Security Questionnaire entity
- Corstorphine Building Society entity
- crm/companies.csv org_080 raw row
- document_store/files.csv doc_080_001 raw row
- Corstorphine Building Society entity
- Corstorphine Building Society - Proposal entity
- Corstorphine Building Society entity
- crm/companies.csv org_080 raw row
- document_store/files.csv doc_080_002 raw row
- Corstorphine Building Society entity
- Corstorphine Building Society - Proposal v1 entity
- Corstorphine Building Society entity
- crm/companies.csv org_080 raw row
- document_store/files.csv doc_080_003 raw row
- Corstorphine Building Society entity
- Corstorphine Building Society - Proposal entity
- Corstorphine Building Society entity
- crm/companies.csv org_080 raw row
- document_store/files.csv doc_080_004 raw row
- Corstorphine Building Society entity
- Corstorphine Building Society - Security Questionnaire v1 entity
- Corstorphine Building Society entity
- crm/companies.csv org_080 raw row
- document_store/files.csv doc_080_005 raw row
- Corstorphine Building Society entity
- Corstorphine Building Society - Master Services Agreement v1 entity
- Corstorphine Building Society entity
- crm/companies.csv org_080 raw row
- document_store/files.csv doc_080_006 raw row
- Corstorphine Building Society entity
- +7 more
- Corstorphine Building Society - Security Questionnaire entity
- Discovery: broker visibility, Enterprise AI record
- Corstorphine Building Society / BB-Demo – Discovery entity
- Corstorphine Building Society entity
- crm/companies.csv org_080 raw row
- call_recorder/calls.csv call_080_001 raw row
- Corstorphine Building Society entity
- Corstorphine Building Society entity
- crm/companies.csv org_080 raw row
- Corstorphine Building Society / BB-Demo – Discovery entity
- Demo: no Snowflake account yet AI record
- Corstorphine Building Society / BB-Demo – Demo entity
- Corstorphine Building Society entity
- crm/companies.csv org_080 raw row
- call_recorder/calls.csv call_080_002 raw row
- Corstorphine Building Society entity
- Corstorphine Building Society entity
- crm/companies.csv org_080 raw row
- Corstorphine Building Society / BB-Demo – Demo entity
- Proposal: supplier risk gates signing AI record
- Corstorphine Building Society / BB-Demo – Proposal entity
- Corstorphine Building Society entity
- crm/companies.csv org_080 raw row
- call_recorder/calls.csv call_080_003 raw row
- Corstorphine Building Society entity
- Corstorphine Building Society entity
- crm/companies.csv org_080 raw row
- Corstorphine Building Society / BB-Demo – Proposal entity
- Security review: three open findings AI record
- Corstorphine Building Society / BB-Demo – Security Review entity
- Corstorphine Building Society entity
- crm/companies.csv org_080 raw row
- call_recorder/calls.csv call_080_004 raw row
- Corstorphine Building Society entity
- Corstorphine Building Society entity
- crm/companies.csv org_080 raw row
- Corstorphine Building Society / BB-Demo – Security Review entity
- +35 more
- Corstorphine Building Society – New entity
- Corstorphine Building Society – New entity
- Corstorphine Building Society entity
- crm/companies.csv org_080 raw row
- crm/deal_close_date_changes.csv deal_080_01:1 raw row
- crm/deal_line_items.csv deal_080_01:1 raw row
- crm/deal_line_items.csv deal_080_01:2 raw row
- crm/deal_stage_history.csv deal_080_01:1 raw row
- crm/deal_stage_history.csv deal_080_01:2 raw row
- +3 more
- Corstorphine Building Society entity
- facts.reconciliation_t0:org_080 facts table
- Corstorphine Building Society – New entity
- Corstorphine Building Society entity
- crm/companies.csv org_080 raw row
- crm/deal_close_date_changes.csv deal_080_01:1 raw row
- crm/deal_line_items.csv deal_080_01:1 raw row
- crm/deal_line_items.csv deal_080_01:2 raw row
- crm/deal_stage_history.csv deal_080_01:1 raw row
- crm/deal_stage_history.csv deal_080_01:2 raw row
- +3 more
- Corstorphine Building Society entity
- Corstorphine Building Society entity
- crm/companies.csv org_080 raw row
- Corstorphine Building Society – New entity
- Corstorphine Building Society entity
- crm/companies.csv org_080 raw row
- Signals: Corstorphine Building Society signals (no model)
- Corstorphine Building Society / BB-Demo – Negotiation entity
- Corstorphine Building Society entity
- crm/companies.csv org_080 raw row
- Corstorphine Building Society entity
- Corstorphine Building Society / BB-Demo – Negotiation entity
- Corstorphine Building Society prospect AI record
- Key facts page block
- Evidence trail page block
- The story page block
- Next step page block
- Open tickets (not yet analysed) page block
- Profile page block
- Sources page block
- Platform usage (not yet analysed) page block