David Williams

Notes

Initial contact made on March 17, 2025. The contact is a technology professional working in the technology industry. During our conversation, they expressed particular interest in process automation. Their communication preference is in-person meetings, and best time to reach them is early morning. They were referred to us by a mutual connection. Follow-up scheduled for April 7, 2025. They has expertise in business development and system architecture. Previous experience includes working with financial institutions for 15 years. They are currently seeking information about digital transformation. Notable points from our discussion: integration capabilities. Additional requirements include enhanced security measures. Their team size is approximately 424 people. The contact mentioned their organization is planning to process automation within the next 16 months. Areas of potential collaboration include security improvements and security improvements. Additional follow-up may be required.