James Robinson

Notes

Initial contact made on March 10, 2025. The contact is a education professional working in the finance industry. During our conversation, they expressed particular interest in digital transformation. Their communication preference is phone, 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 14, 2025. They has expertise in security protocols and data analysis. Previous experience includes working with Fortune 500 companies for 7 years. They are currently seeking information about data analytics. Notable points from our discussion: real-time reporting. Additional requirements include enhanced security measures. Their team size is approximately 248 people. The contact mentioned their organization is planning to security enhancement within the next 7 months. Areas of potential collaboration include data analytics and mobile applications. Additional follow-up may be required.