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Emma Rodgers
General Manager - Legal and Business Governance at Australian Unity Wealth
Professional Background
Emma Rodgers is a distinguished expert in financial services law, known for her vast experience in mergers and acquisitions, compliance, regulatory affairs, and funds management law. With an impressive career spanning over a decade, she has consistently demonstrated her leadership abilities in corporate governance and risk management. Emma has played pivotal roles in several high-profile positions, showcasing her extensive knowledge and strategic approach to business services, product design, and development. Currently, as the General Manager for Business Services, Legal and Product at Australian Unity, she leads a dynamic team responsible for navigating the complexities of legal frameworks while ensuring the organization meets compliance and regulatory standards.
Before stepping into her current role, Emma held several key positions within Australian Unity, including General Manager of Legal and Business Governance and Head of Legal and Business Governance. These roles enabled her to refine her skills in corporate governance and strategy execution, positioning the organization for sustainable growth and operational excellence. Emma’s earlier career highlights include significant leadership roles in wealth management and private banking, where she navigated intricate legal landscapes to protect client interests and uphold industry standards.
Education and Achievements
Emma's educational background laid a strong foundation for her career in law and business governance. She earned a Bachelor of Arts and Bachelor of Laws (BA LLB) from Monash University, known for its comprehensive programs and distinguished faculty that equip students with both theoretical knowledge and practical skills. This rigorous academic training has profoundly influenced her professional decisions and strategic thinking in various legal capacities.
Prior to her university studies, Emma completed her VCE at Shelford Girls Grammar School in Caulfield. This early education instilled a sense of discipline and commitment, qualities that have propelled her through her subsequent academic and professional achievements.
Notable Contributions
Emma’s career reflects a commitment to excellence and a passion for legal innovation. Her tenure at UBS Wealth Management as Associate Director of Legal and Compliance marked a significant milestone where she honed her capabilities in navigating complex regulatory environments while ensuring operational integrity. At Perpetual Trustees, she served as National Counsel for Private Clients, a position that showcased her adeptness in managing trust and equity matters, underscoring her expertise in financial services law.
Prior to that, Emma contributed significantly as Senior Counsel for Private Banking at National Australia Bank (NAB) in both Sydney and Melbourne. Through these roles, she engaged in high-stakes negotiations and advised on critical legal matters that impacted the bank’s operations and strategic initiatives. Her experience at Gadens Lawyers as a Senior Associate further embellishes her ability to represent clients effectively while providing insightful legal guidance.
Leadership and Strategy Development
Emma Rodgers’ leadership style combines a strategic vision with practical execution. As a leader of product and proposition design and development teams, she fosters a collaborative environment that encourages innovation and accountability. Her strategic mindset enables her to foresee market trends, making her an invaluable asset in decision-making processes at Australian Unity.
In her current role, Emma is at the forefront of developing and executing strategies that ensure compliance with regulatory frameworks while enhancing business operations. She is well-regarded for her ability to align legal requirements with business objectives, ensuring both organizational growth and risk mitigation. Emma's commitment to ethical practices and governance has earned her respect among peers and stakeholders alike, making her a sought-after consultant and advisor in the realms of corporate governance and legal compliance.
Final Thoughts
In summary, Emma Rodgers is not only a legal expert but also a visionary leader in the financial services sector. Her educational background, coupled with her extensive professional experience, makes her an authority in financial services law and corporate governance. With achievements that span across various sectors, including private banking and funds management, Emma continues to inspire others through her dedication to legal excellence and her strategic, results-driven approach to business governance.
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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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- 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 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.
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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.