Michael Martinez

Notes

Initial contact made on March 17, 2025. The contact is a consulting professional working in the finance industry. During our conversation, they expressed particular interest in process automation. Their communication preference is video calls, 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 security protocols. Previous experience includes working with financial institutions for 2 years. They are currently seeking information about digital transformation. Notable points from our discussion: enhanced security measures. Additional requirements include automated workflows. Their team size is approximately 60 people. The contact mentioned their organization is planning to process automation within the next 12 months. Areas of potential collaboration include security improvements and process automation. Additional follow-up may be required.