Charlotte Hall

Notes

Initial contact made on March 24, 2025. The contact is a finance professional working in the consulting industry. During our conversation, they expressed particular interest in security improvements. Their communication preference is phone, and best time to reach them is early morning. They were referred to us by a mutual connection. Follow-up scheduled for March 31, 2025. They has expertise in project management and system architecture. Previous experience includes working with financial institutions for 8 years. They are currently seeking information about data analytics. Notable points from our discussion: integration capabilities. Additional requirements include automated workflows. Their team size is approximately 420 people. The contact mentioned their organization is planning to process automation within the next 15 months. Areas of potential collaboration include security improvements and process automation. Additional follow-up may be required.