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Giselle Rivera
Head, Rising Generation Segment at UBS
Professional Background
Giselle Rivera has built a remarkable career in finance and strategic management, showcasing her exceptional skills and expertise in the financial services industry. Currently, she holds the influential position of Head of the Rising Generation Strategic Client Segment at UBS, a leading global financial services company, where she focuses on developing and executing strategies that cater to younger clients and their unique financial needs. Her commitment to fostering strong client relationships and delivering tailor-made solutions marks her as a standout leader in her field.
Before assuming her current role, Giselle honed her skills through various positions at UBS, including her tenure as a Graduate Training Program Analyst. In this role, she gained significant exposure to the inner workings of the financial industry, developing a strong foundation in financial analysis and client advisory services. Her earlier experience as a Summer Analyst in the Graduate Training Program equipped her with essential insights into the company's strategic objectives and client engagement processes.
Giselle's passion for finance and her dedication to excellence extend beyond her role at UBS. She served as a Transaction Advisory Services Intern at EY, one of the largest professional services firms in the world, where she was involved in significant transaction advisory projects. Her work at EY has provided her with invaluable experience in mergers and acquisitions, due diligence, and financial modeling.
Additionally, Giselle’s commitment to community and social impact came to fruition during her time as a Field Consultant at Social Entrepreneur Corps, where she worked closely with social enterprises to help them achieve sustainable growth. This experience underlined her ability to blend analytical skills with a strong sense of purpose, positioning her as a leader who understands the importance of social responsibility in business.
Giselle further cultivated her leadership abilities and understanding of socio-economic development as a participant in the LEADership, Education and Development (LEAD) program. This experience equipped her with the skills necessary to be an effective leader in diverse environments, fostering a deep understanding of the intersection between education, leadership, and economic development.
Education and Achievements
Giselle Rivera completed her Bachelor of Science degree in Applied Economics and Management at Cornell University, one of the prestigious Ivy League institutions known for its rigorous academic programs and commitment to excellence. This educational background has been instrumental in shaping her analytical thinking, research abilities, and comprehensive understanding of economic principles that guide her professional undertakings.
Throughout her academic career, Giselle not only excelled in her studies but also actively participated in various extracurricular activities, which enhanced her leadership and teamwork skills. Her time at Cornell University allowed her to develop a network of industry peers and mentors, setting a solid foundation for her future success in the financial sector.
Notable Achievements
Giselle Rivera's journey in the finance industry is marked by both significant achievements and unmistakable potential. Her role as Head of the Rising Generation Strategic Client Segment at UBS showcases her ability to lead and innovate, especially in developing strategies that resonate with younger generations. This forward-thinking approach is essential in an ever-evolving financial landscape, where client preferences and technological advancements are rapidly changing.
By fostering relationships and creating strategies aimed at young clients, Giselle is making a critical impact in the field, positioning UBS as a leader in servicing the next generation of investors. Her expertise and vision are not just about financial management; they involve understanding the broader implications of financial literacy, client engagement, and the responsibility of financial professionals to educate and guide their clients.
In addition, Giselle's previous experiences, notably her work with EY and her involvement with social entrepreneurship, set her apart as a multifaceted professional. She brings a unique perspective to the table, combining her analytical prowess with a keen sense of social impact—demonstrating that financial services can operate hand in hand with social responsibility.
Her participation in programs such as LEAD further highlights her commitment to continuous growth and development, illustrating her willingness to learn and adapt in an ever-changing industry. Giselle Rivera exemplifies the dedication, intelligence, and innovative spirit that are the hallmarks of true leadership in the financial services industry. Her career reflects a profound understanding of economics and a personal mission to empower others, making her a key figure to watch in the years to come.
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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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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 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.