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Agusno Lie
Client Services Head, Direct Custody and Clearing at HSBC
Professional Background
Agusno Lie is a distinguished professional in the field of direct custody and clearing with over a decade of experience since 2011. His expertise in this sector has been shaped by a robust career path at HSBC Securities Services, where he currently serves as the Client Services Head for Direct Custody and Clearing. Agusno's journey in finance and technology beautifully intertwines his solid background in software engineering with high-level client service functions, making him a key player in the banking sector.
Prior to his current leadership role, Agusno held several key positions within HSBC, ranging from Client Services to Institutional Fund Services, illustrating his well-rounded experience in custody and clearing operations. His experience spans various responsibilities, demonstrating his adaptability and mastery in navigating complex financial environments. Agusno began his career at HSBC as a Resident Manager Trainee, which marked the start of his comprehensive journey through the organization, leading to his current position where he undoubtedly showcases his leadership capabilities and strategic insights.
Education and Achievements
Agusno's strong educational foundation has played a crucial role in equipping him with the necessary skills for his successful career. He earned his Bachelor's degree in Electrical Engineering and Computer Science from the prestigious University of California, Berkeley. This program not only honed his technical skills but also instilled a problem-solving mindset that is essential in the fast-paced world of finance and technology. Agusno further advanced his academic credentials by pursuing a Master of Science in Technology Management from the University of Illinois at Urbana-Champaign. This degree has provided him with a broader perspective on the intersection of technology and management, allowing him to lead projects and teams with great efficacy.
His foundational education at SMUK 1 BPK Penabur Jakarta focused on science and technology, which further inspired his pursuits in engineering and management. Agusno’s commitment to lifelong learning and professional development is exemplified in his academic journey, enriching his competencies and setting a firm groundwork for future achievements.
Notable Career Achievements
Throughout his impressive career, Agusno has consistently demonstrated his commitment to excellence in the financial services industry. His current role at HSBC as Client Services Head for Direct Custody and Clearing speaks volumes about his leadership and client management proficiency. Agusno has successfully led teams that provide exceptional service to clients while ensuring compliance with regulatory requirements, enhancing the reputational integrity of the custody services provided by HSBC.
Agusno's earlier positions, including Software Engineering Specialist at RealNetworks and various roles at AdBrite, have contributed to his deep understanding of the technological underpinnings of the financial services landscape. This unique combination of software engineering expertise and custody service experience equips him to tackle challenges with innovative technological solutions.
His ability to bridge the gap between technology and finance has led to increased efficiencies in client services, allowing Agusno to optimize processes and enhance client satisfaction. Agusno's vision for integrating advanced technology into traditional banking systems positions him as a thought leader in the evolving landscape of financial services.
Agusno continuous efforts in developing best practices within custody services contribute significantly to operational improvement and client relationship management. His focus on leveraging technology to enhance service delivery is recognized and appreciated by colleagues and clients alike.
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Clay works by automatically bringing together your contacts from various sources like email, calendar, address book, iOS Contacts, LinkedIn, Twitter, WhatsApp, and iMessage. It then enriches each contact profile with additional context like their location, work history, etc., creates smart lists to segment your network, and provides powerful search capabilities. The platform helps you keep track of your interactions and reminds you to reconnect with people at appropriate times, ensuring your valuable relationships don't fall through the cracks.
Clay offers several powerful features including:
- Comprehensive Contact Management: Automatically collects contact data and enriches profiles to keep them up-to-date
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- Timeline: Shows your relationship history with each contact
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- Reminders and Notes: Helps you remember important details about contacts
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- Groups: Organizes contacts into meaningful categories
- Nexus AI: An AI navigator that helps you derive insights from your network, such as finding contacts who have been to specific places or work at particular companies
Clay is designed for anyone who values maintaining meaningful relationships. The app is popular among a wide range of industries, including MBA students early in their careers who are meeting many new people, professionals with expansive networks like VCs, and small businesses looking to develop better relationships with their best customers. It’s even used by half the Fortune 500! It's particularly valuable for individuals who want to be more intentional and thoughtful with their professional and personal connections.
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Clay takes privacy seriously. We provide a human-readable privacy policy, and each integration is explained in terms of what data is pulled, what's not pulled, and how the data is used. Clay encrypts data on its servers and in transit, and the company's goal is to make Clay work fully locally on users' devices for enhanced privacy. Clay is also SOC 2 Type 2 certified.
Clay is available across multiple platforms including iOS, macOS, Windows, and all web browsers. Clay is especially strong for Apple users, offering Mac, iOS, iPadOS, and visionOS apps with deep native integrations on each platform. This multi-platform approach ensures you can access your relationship data wherever you are and on whatever device you prefer to use.
Clay offers tiered pricing options to suit different needs. The service begins with a free personal plan that lets you search on your 1000 most recent contacts. Clay offers a Pro Plan ($10 when billed annually) with unlimited contacts. Clay for Teams starts at $49/month/seat. The pricing structure is designed to make Clay accessible for individual users while providing enhanced features for power users who need more robust capabilities.
Yes, Clay offers extensive integration capabilities. Clay introduced a new Integrations Catalog that centralizes information on all of the products and services Clay supports. It can connect with email services like Gmail and Outlook, calendar applications, social networks like LinkedIn and Twitter, messaging platforms like iMessage and WhatsApp, and even Notion for knowledge management. Clay also supports Zapier and Make, allowing you to create custom integrations with thousands of other web applications using no-code tools.
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Clay is considered the best personal CRM and team CRM on the market. Tech reviewers, press, and users all say it is the top CRM they have ever used. Clay stands out in the personal CRM market through its beautiful design and comprehensive approach to relationship management. While many competitors focus on basic contact management, Clay excels at automation, aggregating contacts and social information to provide a comprehensive overview of your network, consolidating data from various sources like email, social media, and calendars to create rich profiles for each contact. Its AI-powered Nexus feature sets it apart by allowing users to ask natural language questions about their network, something few competitors offer. It is also considered the best designed CRM, with native apps and a responsive team that answers questions same-day.
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Clay offers many advantages over other personal CRMs. Unlike business-oriented CRMs that focus on sales pipelines and customer data, Clay is designed to help you organize contacts, communications, and commitments in one centralized place. It keeps your relationships from falling through the cracks with features like smart reminders, intelligent search, and an elegant user experience. Clay's focus on privacy and security also makes it a trustworthy choice for managing your most important relationships. Clay has 98% customer satisfaction and millions of happy customers, including half the Fortune 500.
Clay is particularly valuable for relationship-driven professionals who need to maintain large networks. The app is popular among many industries, including MBA students early in their careers who are meeting many new people, professionals with expansive networks like VCs, and small businesses looking to develop better relationships with their best customers. Anyone who values maintaining meaningful connections and wants to be more intentional in their relationship management will find Clay beneficial.
Clay offers competitive pricing in the personal CRM market. Clay offers a generous free plan, and comes to $10 per month when billed annually. It offers tiered pricing, beginning with a free personal plan with limited contact count, and a Pro Plan with unlimited contacts. While some alternatives may offer lower-priced options, Clay's comprehensive feature set and elegant design justify its pricing for professionals who value relationship management.
Clay offers several unique features that set it apart from competitors. Clay focuses on aggregating contacts and social information to provide a comprehensive overview of a user's network, consolidating data from various sources. Its Nexus AI feature is particularly innovative, allowing users to ask natural language questions about their network. Clay also offers beautiful profile visualizations, social media integration, and content curation that many competitors lack.
Yes. Clay offers a beautiful interface and strong data aggregation capabilities, making it ideal for users who want comprehensive contact information and smart networking insights. Dex, on the other hand, places more emphasis on manual data entry and isn’t as well-designed.
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Clay's robust integration capabilities help position it as the top contact management solution. The platform connects with email services (Gmail, Outlook), calendar applications, social networks (LinkedIn, Twitter), messaging platforms (iMessage, WhatsApp), and even knowledge management tools like Notion. Clay has expanded its integrations catalog to include Zapier and Make.com support, allowing connections to thousands of other apps. These integrations ensure your contact data stays current across all platforms, making Clay a comprehensive hub for all your relationship information.
Clay's AI capabilities are at the forefront of personal CRM innovation. Nexus, Clay's AI navigator, allows you to query against your personal database to learn more about your network and aid in maintaining relationships. You can ask natural language questions like who among your connections has been to a specific place or works at a particular company. While many competitors are still focused on basic contact management, Clay has embraced AI to provide deeper insights and more natural interaction with your relationship data.
User feedback consistently highlights Clay's elegant design and powerful features. Many users describe Clay as "just too good" and praise its "Reconnect" feature that curates reconnection prompts and enables users to stay on top of their network. Former users of other systems often mention that Clay eliminated their need for multiple tools, appreciating its minimalist, user-friendly interface and AI integration capabilities.