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Dave Boucher
Move fast, think big, lead strong: accelerating your bank of the future
Professional Background
Dave Boucher is a highly accomplished professional services expert known for his extensive background in project management, information technology, and finance leadership. With decades of experience, Dave has honed his skills in technology deployments and optimizations, interim leadership, and management consulting. His career is marked by his significant contributions to consulting business development, sales, and sales operations that have played a key role in his successful trajectory.
Currently, Dave serves as the Vice President of Professional Services at Apiture, a forward-thinking company that champions a radically open and agile future for banking. Here, he harnesses his passion for technology and outcomes to drive significant improvements in project management and technology utilization. His commitment to achieving successful metric-based outcomes is complemented by his belief in doing more with less. This philosophy is evident through his emphasis on enabled systems, best practice workflows, and educated staff, which are all critical components of Apiture's mission to lead in banking innovation.
Before joining Apiture, Dave gained invaluable experience as the Senior Managing Director at Jacobus Consulting, Inc. He further refined his expertise in roles such as Practice Director for Finance & Revenue Cycle and Senior Management Consultant at the same firm. His diverse experiences have equipped him with a broad understanding of how strategic project management can bring about meticulous operational success and enhanced financial outcomes.
Moreover, his tenure as Interim IT Director at Valley Presbyterian Hospital showcases his versatile skill set, where he effectively led technology initiatives to improve healthcare IT systems. Additionally, his foundational roles at Rady Children’s Hospital-San Diego as a Senior Business Analyst and Revenue Cycle Coordinator allowed him to play an integral part in enhancing the hospital's operational capabilities, demonstrating his ability to navigate complex environments with ease.
Education and Achievements
Dave's academic journey began at Providence College, where he pursued a Bachelor of Science degree in Business. This educational background laid the groundwork for his impressive career, providing him with critical insights into business operations, finance, and management principles. His educational journey, combined with decades of hands-on experience, has allowed him to emerge as a thought leader in his field.
Throughout his career, Dave has achieved numerous milestones, including leading dozens of successful technology deployments that have transformed organizational capabilities and efficiency. His input has been vital in developing innovative solutions that cater to the ever-changing landscape of the banking and finance sectors. At Apiture, he is at the forefront of pushing the boundaries, urging banks and credit unions to adopt a game-changing and frustration-free approach towards online and mobile banking development.
Key Achievements
- Transformational Leadership: At Apiture, Dave has successfully led initiatives to reshape the banking experience, focusing on innovation that operates at fintech speed.
- Consulting Excellence: As a Senior Managing Director at Jacobus Consulting, he was instrumental in developing high-impact strategies that improved financial and operational efficiencies for various organizations.
- Thought Leadership: Dave is known for his thought leadership within the professional services space, often sharing his insights on leveraging technology for optimal outcomes in project management and finance.
- Operational Improvements: Through his role as Interim IT Director, he significantly enhanced technology systems at Valley Presbyterian Hospital, leading to improved performance and better patient outcomes.
- Education Initiative: He has a strong commitment to educating staff on optimal technology usage, ensuring that organizations fully capitalize on their IT investments for maximum return.
In summary, Dave Boucher is a seasoned professional with a rich history in project management and technology optimization, contributing significantly to the banking industry through his work at Apiture. His multifaceted expertise equips him to address the unique challenges faced by banks and credit unions in the contemporary landscape, empowering them to innovate and grow sustainably while building valuable relationships with their customers.
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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.
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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.
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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 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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