Who they are
Insight
As at Fri 9 Oct 2026Champion at Kelvinhaugh Pension Services, where her platform user was deactivated on 2026-01-20. Now Head of Client Operations at Hallam Ferrier, again a champion, backing a Growth proposal that awaits partner sign-off.
Role: At Kelvinhaugh Pension Services she was the day-to-day champion as Head of Scheme Relationships, defending value to Finance Director Hamish Crawford. Her platform user there was created 2024-02-12 and deactivated 2026-01-20. At Hallam Ferrier she is Head of Client Operations, an internal advocate who has seen the product work before.
Influence: She frames the need and shapes who attends demos, but Richard Staniforth, Managing Partner, decides with the partners. She has said she will not skip sign-off.
Watch: Her Kelvinhaugh tickets on duplicate records and a dashboard builder error show she tests data quality. Her own record shows a Growth proposal still open, and the evidence does not show a signed order.
CRM records
| Organisation | Title | Role | |
|---|---|---|---|
| Kelvinhaugh Pension Services | Head of Scheme Relationships | champion | fiona.drummond@kelvinhaugh.example |
| Hallam Ferrier | Head of Client Operations | champion | fiona.drummond@kelvinhaugh.example |
Activity
- Upcoming
- 15 Oct 2026upcoming callHallam Ferrier / BG-Demo – Negotiation
+2
- Held
- 10 Sep 2026email threadYour proposal for Hallam Ferrier
- 10 Sep 2026callHallam Ferrier / BG-Demo – Proposal
- 10 Aug 2026email threadDemo follow-up and your questions on connecting your systems
+2
- 10 Aug 2026callHallam Ferrier / BG-Demo – Demo
+2
- 6 Aug 2026email threadSetting up the demo
- 15 Jul 2026email threadFollowing up on our discovery conversation
- 13 Jul 2026callHallam Ferrier / BG-Demo – Discovery
- 8 Jun 2026dealHallam Ferrier – New
- 22 Dec 2025callKelvinhaugh Pension Services / BG-Demo – Renewal
+2
- 9 Dec 2025email threadFollow-up from our review
+1
- 8 Dec 2025callKelvinhaugh Pension Services / BG-Demo – QBR
+1
- 1 Dec 2025callKelvinhaugh Pension Services / BG-Demo – Renewal
+2
- 10 Nov 2025dealKelvinhaugh Pension Services – Renewal
- 17 Sep 2025ticketDuplicate records in query results
- 12 Jun 2025eventBG-Demo Customer Day
+48
- 12 Jun 2025callKelvinhaugh Pension Services / BG-Demo – QBR
+1
- 20 May 2025email threadInvitation to our Customer Day in London
- 25 Apr 2025email threadNotes from today's check-in
- 24 Apr 2025callKelvinhaugh Pension Services / BG-Demo – Check In
- 11 Mar 2025ticketDashboard builder error
- 16 Jan 2025eventBG-Demo webinar
+19
- 3 Jan 2025callKelvinhaugh Pension Services / BG-Demo – Renewal
+2
- 25 Dec 2024email threadInvitation to our January webinar
- 10 Dec 2024email threadFollowing up on our QBR
+2
- 9 Dec 2024callKelvinhaugh Pension Services / BG-Demo – QBR
+2
- 29 Nov 2024email threadSetting up our next QBR
- 21 Nov 2024eventBG-Demo webinar
+22
- 19 Nov 2024callKelvinhaugh Pension Services / BG-Demo – Renewal
+2
- 8 Nov 2024dealKelvinhaugh Pension Services – Renewal
- 7 Nov 2024email threadJoin us at our webinar on Thursday 21 November 2024
- 26 Sep 2024ticketData connector stopped syncing
- 5 Sep 2024email threadNotes from our check-in
- 4 Sep 2024callKelvinhaugh Pension Services / BG-Demo – Check In
- 30 Aug 2024email threadFinding time for a catch-up
- 6 Jun 2024callKelvinhaugh Pension Services / BG-Demo – QBR
+1
- 31 May 2024email threadBooking our next review
- 8 May 2024email threadNotes from our check-in
- 7 May 2024callKelvinhaugh Pension Services / BG-Demo – Check In
- 4 Mar 2024callKelvinhaugh Pension Services / BG-Demo – Onboarding
- 26 Feb 2024callKelvinhaugh Pension Services / BG-Demo – Onboarding
- 19 Feb 2024email threadKickoff follow-up and next steps
+2
- 16 Feb 2024callKelvinhaugh Pension Services / BG-Demo – Kickoff
+2
- 4 Jan 2024callKelvinhaugh Pension Services / BG-Demo – Negotiation
+2
- 8 Dec 2023callKelvinhaugh Pension Services / BG-Demo – Proposal
- 13 Nov 2023callKelvinhaugh Pension Services / BG-Demo – Demo
+1
- 8 Nov 2023email threadDemo on your own data: scheduling
- 24 Oct 2023email threadFollowing up on our discovery call
- 20 Oct 2023callKelvinhaugh Pension Services / BG-Demo – Discovery
- 13 Oct 2023email threadDiscovery call: finding a time
- 22 Sep 2023dealKelvinhaugh Pension Services – New