Isabella Walker

Notes

Initial contact made on March 17, 2025. The contact is a finance professional working in the healthcare industry. During our conversation, they expressed particular interest in security improvements. Their communication preference is video calls, 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 data analysis and system architecture. Previous experience includes working with financial institutions for 12 years. They are currently seeking information about process automation. Notable points from our discussion: integration capabilities. Additional requirements include real-time reporting. Their team size is approximately 423 people. The contact mentioned their organization is planning to process automation within the next 13 months. Areas of potential collaboration include process automation and data analytics. Additional follow-up may be required.