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Bertrand Recordier
Growth France @ Younited Credit
Professional Background
Bertrand Recordier is a highly accomplished finance professional with extensive experience in corporate strategy and development, particularly within the lending and banking sectors. As the Head of Growth for France at Younited Credit, Bertrand has played a pivotal role in shaping the company's growth strategies and expanding its market presence. His expertise in corporate finance, acquired through years of dedicated work at notable financial institutions, has positioned him as a key player in the finance industry.
Previously, Bertrand served as the Head of Corporate Strategy & Development at Crown Agents Bank, where he was responsible for driving long-term strategic initiatives and enhancing the bank’s operational efficiencies. His deep understanding of market trends and client needs allowed him to lead successful projects that contributed to the bank's growth and innovation in a competitive market. Prior to this role, he started his career at Societe Generale Corporate and Investment Banking, where he held multiple positions including M&A Analyst and Associate, specializing in financial institutions and leveraging finance.
Education and Achievements
Bertrand's academic journey is equally impressive. He studied for his Master’s degree in Corporate Finance at Audencia Nantes Ecole de Management, where he honed his financial acumen and developed a robust foundation in corporate finance principles. Furthermore, he broadened his horizons as an exchange student at The Ohio State University’s Fisher College of Business, enriching his understanding of international finance and cross-border transactions. This combination of education has equipped Bertrand with a unique perspective, allowing him to navigate the complexities of finance with both analytical and strategic insight.
Through his career, Bertrand has achieved significant milestones. His roles in various high-stakes environments have not only strengthened his skills in corporate strategy and development but also in mergers and acquisitions, thus establishing him as a trusted advisor in the finance community. His ability to analyze market conditions and propose actionable strategies speaks volumes about his expertise and commitment to excellence.
Notable Achievements
Bertrand Recordier's commitment to strategic growth and financial expertise is a testament to his career. At Younited Credit, Bertrand has successfully implemented strategies that accelerated growth and improved customer acquisition, underscoring his talent for turning challenges into opportunities. As a former Head of Corporate Strategy & Development at Crown Agents Bank, he played an integral part in the bank's efforts to enhance its strategic vision and operational framework, leading to improved efficiency and innovative solutions within banking services.
His earlier roles with Societe Generale CIB equipped him with the tools necessary for understanding the intricate dynamics of mergers and acquisitions, leading him to advise clients on pivotal financial transactions. Through diligence and exceptional analytical skills, Bertrand has become a respected thought leader in corporate finance, noted for his ability to blend rigorous quantitative analysis with qualitative insights. His career trajectory is a perfect illustration of strategic planning, rigorous education, and a passion for finance that has propelled him to the forefront of the industry.
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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:
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- Reminders and Notes: Helps you remember important details about contacts
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- 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.
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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.