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J. Casey
Managing Director & Chief Payments Officer at EPMG Advisors
Professional Background
J. Casey is a distinguished Payments Manager and trusted fiduciary known for her extensive experience in the payments industry. She has carved out a remarkable career providing clients with outsourced solutions that cover a wide array of critical aspects in payments systems and services. Her key areas of expertise include PCI DSS Compliance, Data Analytics, and Vendor Management, showcasing her comprehensive understanding of the complexities that businesses face in today's digital payment landscape.
In her current role as Managing Director and Chief Payments Officer at Epmg Payments Advisors, J. Casey has been instrumental in guiding organizations through the intricate web of payment processors and compliance requirements. Her strategic insights have not only enhanced the operational efficiency of her clients but have also ensured that they remain compliant with industry standards, empowering them to focus on their core business objectives.
Before joining Epmg Payments Advisors, J. Casey held the position of Director of Merchant Services and Vice President of Sales at Caseybaird. In this capacity, she led a talented team and was responsible for expanding the company’s merchant service offerings, significantly increasing revenue while ensuring high customer satisfaction levels. Her unwavering dedication to service excellence was a cornerstone of her success during her tenure at the company.
Earlier in her career, J. Casey served as Sales Manager at N-Telligent, where she cultivated key relationships with partners and clients, driving sales growth and solidifying the organization's market position. Her ability to analyze data and extract actionable insights has contributed to the development of innovative sales strategies that resonated with various client segments.
Beyond her corporate endeavors, J. Casey brings a wealth of discipline and leadership to the table from her time as a U.S. Marine with the United States Marine Corps. Her military background has instilled in her a strong work ethic, dedication, and a resilience that continues to serve her throughout her professional journey.
Education and Achievements
J. Casey holds a Bachelor of Science in Economics from the University of Phoenix. This educational foundation has equipped her with a profound understanding of economic principles, which she adeptly applies to her work in the payments sector. Her academic background complements her hands-on experience, allowing her to analyze market trends and forecast potential challenges effectively.
Throughout her career, J. Casey has embraced opportunities for continuous learning and adaptation within the fast-paced world of payment systems. Her commitment to professional growth is evident in her success in obtaining certifications and participating in industry workshops, further enriching her knowledge base and ensuring she stays ahead of industry developments.
Achievements
- Trusted Fiduciary: J. Casey has earned a reputation as a reliable fiduciary, as clients entrust her with their payment processing strategies and compliance efforts. Her ability to negotiate with vendors while maintaining transparency has helped her clients achieve favorable contract terms and cost savings.
- Expertise in PCI DSS Compliance: Her knowledge of PCI DSS Compliance has empowered numerous businesses to navigate the complexities involved in safeguarding payment information. Through her guidance, clients have successfully passed compliance audits, significantly reducing the risk of data breaches.
- Leadership in Vendor Management: J. Casey has demonstrated exceptional skills in vendor management, fostering strong relationships with payment processors and technology providers. This strategic vendor collaboration has allowed her clients to access cutting-edge payment solutions while optimizing their operational workflows.
- Defender of Data Analytics: Emphasizing the importance of data and analytics in decision-making, J. Casey has successfully implemented data-driven strategies that have transformed how her clients understand their payment processes. Her innovative use of analytics ensures that organizations can make informed decisions that align with their growth objectives.
J. Casey's extensive experience, unwavering dedication, and innovative mindset have firmly positioned her as a key player in the payments sector. With a perfect blend of technical knowledge and an entrepreneurial spirit, she continues to shape the future of payment solutions for her clients, guiding them through the ever-evolving landscape with confidence and expertise.
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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
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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.
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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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