Joseph Jackson

Notes

Initial contact made on March 24, 2025. The contact is a technology professional working in the finance industry. During our conversation, they expressed particular interest in digital transformation. Their communication preference is email, and best time to reach them is early morning. They were referred to us by a mutual connection. Follow-up scheduled for April 21, 2025. They has expertise in business development and project management. Previous experience includes working with healthcare providers for 11 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 221 people. The contact mentioned their organization is planning to process automation within the next 11 months. Areas of potential collaboration include security improvements and process automation. Additional follow-up may be required.