John Anderson

Notes

Initial contact made on March 24, 2025. The contact is a finance professional working in the technology industry. During our conversation, they expressed particular interest in mobile applications. 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 March 31, 2025. They has expertise in data analysis and business development. Previous experience includes working with financial institutions for 2 years. They are currently seeking information about security improvements. Notable points from our discussion: mobile accessibility. Additional requirements include mobile accessibility. Their team size is approximately 381 people. The contact mentioned their organization is planning to process automation within the next 15 months. Areas of potential collaboration include security improvements and digital transformation. Additional follow-up may be required.