Emily Lee

Notes

Initial contact made on March 17, 2025. The contact is a finance professional working in the consulting 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 morning hours. They were referred to us by a mutual connection. Follow-up scheduled for March 31, 2025. They has expertise in project management and business development. Previous experience includes working with financial institutions for 14 years. They are currently seeking information about process automation. Notable points from our discussion: real-time reporting. Additional requirements include real-time reporting. Their team size is approximately 467 people. The contact mentioned their organization is planning to system upgrade within the next 15 months. Areas of potential collaboration include mobile applications and digital transformation. Additional follow-up may be required.