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Josh Underhill
SVP, Director of Consumer Digital and Branch Enablement at HTLF
Professional Background
Josh Underhill is an accomplished professional with an extensive background in digital strategy and consumer engagement within the banking industry. As the Senior Vice President and Director of Consumer Digital and Branch Enablement at HTLF, he plays a pivotal role in integrating digital solutions and enhancing customer experiences across multiple banking platforms. His leadership experience spans various levels of management and strategic implementation, demonstrating his capability in driving innovation and operational excellence in financial services.
Prior to his current position, Josh was the Vice President and Director of Consumer Digital and Branch Enablement at HTLF, where he led efforts to align technological advancements with consumer needs. His impressive career began at First Tennessee Bank, where he held several roles, including Digital Strategy Implementation Lead, Digital Strategy Business Analyst, and Operations Manager. His journey at First Tennessee Bank showcased his adaptability and deep understanding of digital transformation in retail banking, laying a strong foundation for his future endeavors at HTLF.
Education and Achievements
Josh Underhill earned his Bachelor of Business Administration (B.B.A.) degree with a focus on Computer Information Systems from Middle Tennessee State University. This educational background equipped him with the essential skills and knowledge to navigate the intersection of technology and business effectively. His academic training has played a critical role in his ability to manage complex projects and implement technology-driven solutions that cater to the evolving landscape of consumer banking.
Throughout his career, Josh has exhibited exceptional leadership abilities and a talent for strategic planning that has positively impacted the organizations he has been a part of. His efforts in digital transformation have not only improved operational efficiency but have also enriched the consumer banking experience. Josh's commitment to leveraging technology to meet customer needs positions him as a visionary leader in the financial sector.
Achievements
Josh has achieved significant milestones throughout his career, particularly in advancing digital strategies that enhance customer engagement and operational efficiency in banking. At HTLF, he is renowned for successfully steering initiatives that seamlessly integrate digital banking solutions with traditional banking services, creating a more dynamic consumer experience. His work encompasses overseeing the strategic implementation of digital tools that empower banking professionals to better serve clients while increasing productivity.
As a former Digital Strategy Implementation Lead at First Tennessee Bank, Josh was instrumental in launching key digital products that revolutionized the way customers interacted with their bank. His analytical approach and keen understanding of consumer behavior enabled him to identify opportunities for improvement, resulting in the successful execution of innovative banking solutions. Additionally, his role as Operations Manager facilitated the optimization of internal processes, contributing to an overall enhancement of service delivery and customer satisfaction.
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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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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.
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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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