Christopher Allen

Notes

Initial contact made on March 10, 2025. The contact is a consulting professional working in the finance industry. During our conversation, they expressed particular interest in data analytics. Their communication preference is phone, and best time to reach them is afternoon sessions. They were referred to us by a mutual connection. Follow-up scheduled for April 7, 2025. They has expertise in business development and cloud infrastructure. Previous experience includes working with financial institutions for 2 years. They are currently seeking information about process automation. Notable points from our discussion: integration capabilities. Additional requirements include real-time reporting. Their team size is approximately 160 people. The contact mentioned their organization is planning to cloud migration within the next 17 months. Areas of potential collaboration include digital transformation and data analytics. Additional follow-up may be required.