Patricia Gleave

Person

Compliance Manager at Brereton Coyle Wealth, CRM role user. She pressed on reliability on the 18 Jun 2026 demo and on 22 Jun 2026 made progress conditional on answers about retention, encryption and audit logging.

made from

Who they are

Insight

As at Fri 9 Oct 2026

Compliance Manager at Brereton Coyle Wealth, CRM role user. She pressed on reliability on the 18 Jun 2026 demo and on 22 Jun 2026 made progress conditional on answers about retention, encryption and audit logging.

Role: Compliance Manager in Chester. The CRM lists her as a user, but on the 18 Jun 2026 demo her focus was where the data comes from, audit trail, reliability and security.

Influence: she was the only person to reply after the demo, and she made moving forward conditional on the controls answers. That reads as a gatekeeper on compliance, while Annabel Rigby said she was ready to move forward.

Watch: Theo Gallagher owes her written detail on retention, encryption at rest and audit logging. She expects no gaps in compliance reporting, while Starter credits availability only. The evidence does not show a signed order form.

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

AImade from

CRM records

Organisation	Title	Role	Email
Brereton Coyle Wealth	Compliance Manager	user	patricia.gleave@breretoncoyle.example

CRMmade from

Activity

19 Jun 2026email threadDemo follow-up Sophie Ling, Theo Gallagher, Annabel Rigby, Patricia Gleave+1
18 Jun 2026callBrereton Coyle Wealth / BG-Demo – Demo Sophie Ling, Theo Gallagher, Annabel Rigby, Patricia Gleave+1
19 Feb 2026eventBG-Demo webinar Alice Brewer, Richard Thorne, Nadia Osei, Warren Petrie, Ellen Cairns, Peter Mayes, Jo Fowler, Patricia Gleave, Mark Ellwood, Nikhil Rao, Sunil Kapoor, Fleur Jansen, Andrea Neumann, Ethan Brody, Deirdre Barry, Anita Mistry, Emma Haworth, Barry Coxon, Stephanie Lowes, Eleanor Pickering, Ruth Ackroyd, Mhairi MacLeod, Graham Rowntree, Ilse de Graaf, Eva Mulder, Shane Keane, Ed Eccles, Nicole Sullivan, Kevin Simmons, Justin Simmons, Tariq Saleem, Lauren Pilkington, Samuel Adeyemi, Neville Hirst+31
19 Jun 2025eventBG-Demo webinar Alice Brewer, Toby Underwood, Noel Cronin, Melvin Goh, Patricia Gleave, Asif Jagger, Josh Pearce, Elaine Turvey, Jasmine Coleman, Donal Coughlan, Clive Wardle, Rakesh Solanki, Emma Haworth, Ian Fairclough, Lindsay Pallister, Nathan Booth, Glenys Routledge, Gavin Tyldesley, Julie Wardhaugh, Jolien van Dijk, Wim Goossens, Faye Metcalfe, Ade Ogunleye, Deepa Chauhan, Bernadette Lowry, Bryony Searle, Declan Moran, Ronan Healy, Petra Lüders+26

CRMmade from

BG-Demo is a fictional company; every organisation and person here is invented. B-Glass is the tool. Data as of Fri 9 Oct 2026. Help & Support

Help & Support

Open as a page

Help & Support

B-Glass 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-Glass 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-Glass Claude Project, with the same answers and sources.

What the data covers

Data	Records
Organisations	225
People at customers	862
BG-Demo staff records (in post and leavers)	58
Calls	1,995
Email threads	3,013
Support tickets	1,159
Documents	1,218
Deals	315
Invoices	285
Events	49
News items	119

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-Glass is the tool that reads its data.

Who to contact

Email info@b-glass.uk or talk to your B-Glass account team. Tell us the page address and what looked wrong; a screenshot helps.

Help