Matthew Young

Notes

Initial contact made on March 17, 2025. The contact is a education professional working in the consulting industry. During our conversation, they expressed particular interest in process automation. Their communication preference is video calls, and best time to reach them is afternoon sessions. They were referred to us by a mutual connection. Follow-up scheduled for April 14, 2025. They has expertise in security protocols and security protocols. Previous experience includes working with financial institutions for 13 years. They are currently seeking information about security improvements. Notable points from our discussion: enhanced security measures. Additional requirements include automated workflows. Their team size is approximately 336 people. The contact mentioned their organization is planning to cloud migration within the next 14 months. Areas of potential collaboration include process automation and data analytics. Additional follow-up may be required.