Sophia Miller

Notes

Initial contact made on March 10, 2025. The contact is a finance professional working in the consulting industry. During our conversation, they expressed particular interest in data analytics. Their communication preference is phone, 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 system architecture and security protocols. Previous experience includes working with financial institutions for 7 years. They are currently seeking information about process automation. Notable points from our discussion: enhanced security measures. Additional requirements include enhanced security measures. Their team size is approximately 151 people. The contact mentioned their organization is planning to process automation within the next 13 months. Areas of potential collaboration include process automation and process automation. Additional follow-up may be required.