James Thompson

Notes

Initial contact made on March 24, 2025. The contact is a finance professional working in the healthcare industry. During our conversation, they expressed particular interest in security improvements. Their communication preference is in-person meetings, and best time to reach them is morning hours. They were referred to us by a mutual connection. Follow-up scheduled for March 31, 2025. They has expertise in system architecture and project management. Previous experience includes working with financial institutions for 6 years. They are currently seeking information about security improvements. Notable points from our discussion: real-time reporting. Additional requirements include mobile accessibility. Their team size is approximately 223 people. The contact mentioned their organization is planning to security enhancement within the next 16 months. Areas of potential collaboration include digital transformation and security improvements. Additional follow-up may be required.