Who they are
Insight
As at Fri 9 Oct 2026Morag Cowie is the CRM champion at Corstorphine Building Society. She drives the broker visibility case and is the sole enthusiast, while the Chief Operating Officer and supplier risk gate signing.
Role: Head of Intermediary Distribution in Edinburgh and the CRM champion. She described the broker visibility problem on the 2026-03-09 discovery call and sees the dashboards builder as the answer to her quarterly board paper.
Influence: She drives the case, but the 2026-05-12 proposal call shows Alasdair Gunn will not take the deal to the board or sign until security and supplier risk are complete. The 2026-03-09 call records her worry about key-person dependency.
Watch: She has not yet involved colleagues, so wider buy-in is untested. She will not pre-empt supplier risk. The 26 Oct 2026 call is booked, not held.
CRM records
| Organisation | Title | Role | |
|---|---|---|---|
| Corstorphine Building Society | Head of Intermediary Distribution | champion | morag.cowie@corstorphinebs.example |
Activity
- Upcoming
- 26 Oct 2026upcoming callCorstorphine Building Society / BG-Demo – Negotiation
+2
- 26 Nov 2026upcoming callCorstorphine Building Society / BG-Demo – Exec Sponsor
+1
- Held
- 12 May 2026callCorstorphine Building Society / BG-Demo – Proposal
+1
- 8 May 2026email threadProposal walk-through: finding a time
- 31 Mar 2026callCorstorphine Building Society / BG-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 / BG-Demo – Discovery
- 4 Mar 2026email threadSetting up a discovery call
- 16 Oct 2025eventBG-Demo webinar
+28
- 10 Oct 2025email threadInvitation: BG-Demo webinar on Thursday 16 Oct 2025