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Andrew Deane
Business Development Director for WealthBriefing and WealthBriefingAsia covering Asia, Middle East and Europe
Professional Background
Andrew Deane is a trailblazer in the finance sector, holding the esteemed title of co-founder and Business Development Director at WealthBriefing and WealthBriefingAsia. With over three decades of experience, his career spans more than 20 years richly focused on the realms of private banking and wealth management. His impressive professional journey is characterized by an entrepreneurial spirit and a commitment to fostering growth in various facets of finance, particularly across Asia and the Middle East.
As the ASIA Publisher at ClearView Financial Media, Andrew expertly drives business development efforts in the region. His role includes spearheading specialized projects that underscore thought leadership in finance through comprehensive research reports, curated industry summits, and high-profile annual awards ceremonies held in prominent financial hubs such as Singapore and Hong Kong. His extensive and well-established network of high-level industry contacts, including ultra-high-net-worth families globally, is a testament to his exceptional relationship-building abilities and influence in the finance community.
Moreover, his entrepreneurial approach has led him to successfully advise startup companies, facilitating their growth through strategic business planning and capital raising initiatives. An outstanding achievement in his career was his pivotal role in establishing the Asia operations of the UK-based company, AngelsDen, in 2009. Andrew arranged significant sponsorship through The Standard Chartered Bank while orchestrating ten fundraising events throughout 2010 in Singapore. Such accomplishments demonstrate his profound understanding of the industry's dynamics and his proactive efforts in creating opportunities for innovation and investment.
Education and Achievements
Though Andrew humorously describes his education as having been acquired at the "University of Life," it is evident that his rich field experience and relentless passion for financial services act as his true credentials. His specialties span a diverse array of critical areas including Wealth Management, Private Banking, Executive Recruitment, Private Equity, and the rapidly evolving domains of Crypto Currency, Blockchain, and Fintech. He is particularly proficient in navigating compliance measures such as KYC and AML, showcasing his versatile skill set aimed at addressing the multifaceted needs of clients.
Over the years, Andrew has rendered his advisory and consultancy expertise to a plethora of prestigious clients, which include major banking institutions like BNP Paribas, Bank of Singapore, UBS, ABN AMRO, Standard Chartered Private Bank, Credit Suisse, DBS, and Barclays among many others. His involvement with these renowned organizations underscores his credibility and stronghold in the finance sector, particularly in wealth management. With an ever-growing portfolio, Andrew continues to influence the finance landscape significantly, driving innovation forward and responding to the complex needs of modern wealth management.
His exceptional experiences also extend to executive recruitment and bespoke events in wealth management, allowing him to curate experiences that are incredibly valuable for both individuals and organizations within the industry. Andrew’s comprehensive understanding of trends, emerging technologies, and client requirements positions him as a leading figure in wealth management events and discussions across various platforms.
Achievements
Andrew Deane's career is marked by numerous achievements that highlight his dedication to transforming the finance sector. His role as co-founder and Business Development Director at WealthBriefing and WealthBriefingAsia is an exemplary achievement, allowing him to contribute to vital conversations around wealth management and private banking in Asia and beyond. His extensive networking capabilities enable him to connect with key industry figures and UHNW families, fostering collaborations that push forward the envelope of wealth management strategies.
Furthermore, launching and developing the Asia operations of AngelsDen underscores Andrew's commitment to supporting startup culture within the finance space and the arena of angel investing. His foresight in arranging sponsorship deals and fundraising events reflects a keen sense of business acumen that benefits both emerging companies and investors seeking opportunities.
As the Publisher of WealthBriefingAsia.com, Andrew also plays a crucial role in disseminating insights and knowledge pertinent to the evolving wealth management landscape, ultimately enhancing the quality of information available to professionals in the domain. His contributions are invaluable, sparking informed discussions and leading to innovative strategies within wealth management, particularly as the sector adapts to technological advancements and changing economic conditions.
Overall, Andrew Deane exemplifies a blend of experience, innovation, and strategic importance in finance and wealth management; he remains committed to driving success for both organizations and individuals navigating the complexities of wealth accumulation and management.
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Clay is a relationship management platform that serves as a personal CRM, helping you organize and deepen both personal and professional relationships. It functions as a beautiful rolodex and CRM available on iPhone, Mac, Windows, and web, built automatically to help manage your network efficiently. Unlike traditional address books, Clay centralizes all your contacts in one place while enriching them with additional context and features to help you stay thoughtful and connected.
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
- Network Strength: Visualizes the strength of your relationships relative to others in your network
- Timeline: Shows your relationship history with each contact
- Smart Search: Allows you to search using natural language like "People I know at the NYT" or "Designers I've met in London"
- Reminders and Notes: Helps you remember important details about contacts
- Home Feed: Displays updates about your network including job changes, news mentions, and birthdays
- 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.
Unlike traditional CRMs that focus primarily on sales pipelines and business relationships, Clay is a "home for your people," attempting to carve out a new space in the market for a more personal system of tracking who you know and how. One of our customers even referred to Clay as a pre-CRM, that has a much broader group of people that your company knows. Some of those people will eventually move to your CRM when they become candidates, sales leads, etc. Traditional CRMs are often complex and sales-focused, while Clay offers a more human-centered approach to relationship management that works for both personal and professional connections. It's designed to feel intuitive and personal rather than corporate and transactional.
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.
Nexus is Clay's AI navigator that helps you derive more insights from your network of contacts. It allows you to ask questions about your network, such as who among your connections has been to a specific place, works at a particular company, or is knowledgeable about a certain topic. Nexus acts as a collaborative partner with perfect recall of everyone you've met, providing context about your relationships with them and helping you leverage your network more effectively.
Clay makes it much easier to stay in touch with the people you care about. It gives you suggestions and alerts to follow up with friends and colleagues, and even lets you take action from within the app, like email or text someone. Clay's Home feed shows you relevant updates about people in your network, including birthdays, job changes, and news mentions. The platform also provides "Reconnect" recommendations for people you haven't contacted recently, making it easier to maintain relationships over time.
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.
Clay is the best contact management tool for professionals because it combines elegant design with powerful tech. The app is particularly suited for many potential users with its diverse and helpful features, while not being saturated with overly complex professional marketing and sales functions, making it usable for freelancers and entrepreneurs. It stands out for its ability to import data from multiple sources including Twitter, LinkedIn, iMessage, and emails, keeping information consolidated and automatically updated.
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.
Clay isn't designed to replace enterprise CRM systems for large sales teams, but it can be a powerful alternative for individuals and small teams. Many people use Clay instead of Salesforce, Hubspot, and Pipedrive. Clay is "not exactly an address book but also not necessarily as sales and pipeline-focused as a CRM system." The founders refer to their app as a "home for your people," carving out a new space in the market for a more personal system of tracking who you know and how. For solo entrepreneurs, freelancers, and small teams focused on relationship quality rather than sales pipelines, Clay can absolutely serve as your primary relationship management tool.
Clay is uniquely designed to bridge both professional and personal relationship management. Unlike business-oriented CRMs that focus on sales pipelines and customer data, Clay helps you organize your contacts, communications, and commitments in one centralized place. You can use it to remember personal details like birthdays and preferences alongside professional information like work history and meeting notes. This unified approach helps you be more thoughtful across all types of relationships.
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.
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