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Lorelei Brown
Digital Content Strategist at Financial Services
Professional Background
Lorelei Brown is a seasoned professional dedicated to transforming complex problems into engaging narratives through innovative data visualization techniques. With extensive experience in user experience design, content strategy, and research operations, Lorelei emphasizes the importance of storytelling in data presentation, ensuring that users can effectively interpret and engage with the information presented to them.
Currently, Lorelei is actively working on enhancing data visualization through the art of storytelling. She believes that a well-told story can make data not only more accessible but also more impactful. Moreover, her journey into conversational design is aimed at refining how users interact with data, specifically through crafting intuitive queries that align closely with user needs and preferences. This endeavor complements her ongoing research into micro-moments in problem-solving, where she explores the brief but crucial instances that can influence user decisions and interactions.
In addition to her work in user interface design, Lorelei is expanding her research practice, particularly through the lens of Kano Analysis – a sophisticated tool that helps businesses identify and prioritize customer needs. This research is instrumental in ensuring that products and services exceed user expectations, leading to improved user satisfaction and engagement.
Lorelei’s prior roles have provided her with a wealth of experience that enhances her current projects. She has a rich history in making search efforts more seamless and user-friendly, focusing on refining taxonomies and content structures. Her previous endeavors have also involved humanizing Software as a Service (SaaS) products, ensuring that users feel connected and valued even in digital spaces. Lorelei’s expertise extends to content strategy, where she has tackled information architecture, governance, and maintaining a coherent voice across digital platforms. Her knowledge is underpinned by a strong belief in user-centered marketing, which prioritizes user needs throughout the entire design and research process.
Education and Achievements
Lorelei's educational background is marked by a diverse range of studies and certifications that equip her with the skills necessary for her thriving career. She holds a Bachelor's degree from Pomona College, where she developed a strong foundation in critical thinking and analytical skills. In pursuit of continuous learning, she has also completed the Certified Scrum Product Owner course from the Scrum Alliance, showcasing her commitment to agile methodologies in product development and team collaboration.
Additionally, Lorelei engaged in further studies at General Assembly, where she attended seminars that expanded her knowledge and skills in user experience design and digital content strategy. Moreover, she began her academic journey at The Thomas Jefferson High School for Science and Technology (TJHHST), an experience that nurtured her analytical mindset and scientific approach to problem-solving, further preparing her for her professional endeavors.
Lorelei's achievements in the field of user experience and digital strategy are noteworthy. She has significantly contributed to the field through her previous roles and projects, and she has a history of inspiring others through her speaking engagements at various conferences and venues. Her ability to convey complex ideas in an engaging and understandable manner has made her a sought-after speaker and instructor.
Notable Contributions
Lorelei Brown has held several prominent positions throughout her career, each contributing uniquely to her vast expertise. As a Senior Digital Content Strategist in the financial services sector, she utilized her expansive knowledge to elevate content strategies that resonated with users, ultimately leading to enhanced engagement and customer satisfaction. Her commitment to weaving compelling narratives in digital content has set new standards within the organizations she has collaborated with.
In her role as a Lead User Experience Designer at EAB, Lorelei was pivotal in advocating for user-centered design principles, ensuring that user feedback and behavior played a central role in product development. This focus on the user experience has been a common thread throughout her career. At Capital One, as a Research Operations Manager, she oversaw crucial research initiatives that informed product design and strategy, aligning user needs with business objectives seamlessly.
Lorelei has also made significant contributions as an Instructor at the New York Code + Design Academy, where she nurtured the next generation of designers and developers by sharing her extensive knowledge and practical skills. Her teaching methodology often emphasizes real-world applications, bridging the gap between academia and industry practices.
During her tenure at organizations like Matrix Group International, the Public Company Accounting Oversight Board, and the National Association of Realtors, Lorelei demonstrated her capacity for leadership and innovation in user experience design. In every role, she has prioritized the end-user, leveraging her knowledge in information architecture, user interface design, and production to deliver engaging and functional digital experiences that meet user needs effectively.
As Lorelei continues on her professional journey, she remains dedicated to exploring new opportunities that allow her to work closely with users and contribute to meaningful projects that leverage her extensive expertise in data visualization, content strategy, and user-centered design. Her passion for solving problems—inspiring others to understand and engage with complex ideas—is what drives her work and commitment to professional excellence.
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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:
- Comprehensive Contact Management: Automatically collects contact data and enriches profiles to keep them up-to-date
- Network Strength: Visualizes the strength of your relationships relative to others in your network
- Timeline: Shows your relationship history with each contact
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- Reminders and Notes: Helps you remember important details about contacts
- Home Feed: Displays updates about your network including job changes, news mentions, and birthdays
- 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.
Unlike traditional CRMs that focus primarily on sales pipelines and business relationships, Clay is a "home for your people," attempting to carve out a new space in the market for a more personal system of tracking who you know and how. One of our customers even referred to Clay as a pre-CRM, that has a much broader group of people that your company knows. Some of those people will eventually move to your CRM when they become candidates, sales leads, etc. Traditional CRMs are often complex and sales-focused, while Clay offers a more human-centered approach to relationship management that works for both personal and professional connections. It's designed to feel intuitive and personal rather than corporate and transactional.
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.
Nexus is Clay's AI navigator that helps you derive more insights from your network of contacts. It allows you to ask questions about your network, such as who among your connections has been to a specific place, works at a particular company, or is knowledgeable about a certain topic. Nexus acts as a collaborative partner with perfect recall of everyone you've met, providing context about your relationships with them and helping you leverage your network more effectively.
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.
Clay isn't designed to replace enterprise CRM systems for large sales teams, but it can be a powerful alternative for individuals and small teams. Many people use Clay instead of Salesforce, Hubspot, and Pipedrive. Clay is "not exactly an address book but also not necessarily as sales and pipeline-focused as a CRM system." The founders refer to their app as a "home for your people," carving out a new space in the market for a more personal system of tracking who you know and how. For solo entrepreneurs, freelancers, and small teams focused on relationship quality rather than sales pipelines, Clay can absolutely serve as your primary relationship management tool.
Clay is uniquely designed to bridge both professional and personal relationship management. Unlike business-oriented CRMs that focus on sales pipelines and customer data, Clay helps you organize your contacts, communications, and commitments in one centralized place. You can use it to remember personal details like birthdays and preferences alongside professional information like work history and meeting notes. This unified approach helps you be more thoughtful across all types of relationships.
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.