James King

Notes

Initial contact made on March 10, 2025. The contact is a retail professional working in the finance industry. During our conversation, they expressed particular interest in cloud solutions. Their communication preference is in-person meetings, 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 system architecture and business development. Previous experience includes working with financial institutions for 10 years. They are currently seeking information about digital transformation. Notable points from our discussion: real-time reporting. Additional requirements include integration capabilities. Their team size is approximately 28 people. The contact mentioned their organization is planning to security enhancement within the next 13 months. Areas of potential collaboration include data analytics and process automation. Additional follow-up may be required.