Emily Miller

Notes

Initial contact made on March 24, 2025. The contact is a finance professional working in the finance industry. During our conversation, they expressed particular interest in security improvements. Their communication preference is in-person meetings, and best time to reach them is end of business day. They were referred to us by a mutual connection. Follow-up scheduled for April 7, 2025. They has expertise in project management and security protocols. Previous experience includes working with financial institutions for 6 years. They are currently seeking information about data analytics. Notable points from our discussion: mobile accessibility. Additional requirements include real-time reporting. Their team size is approximately 441 people. The contact mentioned their organization is planning to process automation within the next 9 months. Areas of potential collaboration include digital transformation and cloud solutions. Additional follow-up may be required.