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Matthew Jong
PwC - Advisory - Operations - Digital - Transformation - Risk
Professional Background
Matthew Jong is an accomplished Advisory Director in PwC’s Asset Wealth Management practice, where he plays a pivotal role in assisting clients with their strategic operations. His primary focus is on guiding wealth managers and broker-dealers in the development and execution of their large-scale business and operational strategies. Matthew is known for his collaborative approach, allowing him to forge trusted relationships with clients and ensure that their most complex problems are addressed efficiently.
Throughout his career at PwC, Matthew has garnered extensive experience across multiple practice areas, including wealth management, broker-dealer automation, M&A integrations, and digital transformation. His expertise also extends to change management, complex implementation, and program portfolio management, empowering him to help clients navigate risk and regulatory compliance. Matthew’s ability to drive transformative change is evident through effective digitization, automation, and upskilling of back-office operations, which are crucial for maintaining a competitive edge in the financial services sector.
With a genuine commitment to learning, Matthew not only pursues excellence in his professional endeavors but also actively engages with the community. His involvement as a volunteer and board member of Generation Citizen underscores his dedication to advancing civics education and encouraging active participation in democracy.
Education and Achievements
Matthew Jong's educational background lays a strong foundation for his career in advisory and strategic operations. He attended Western Reserve Academy, where he honed his analytical and critical thinking skills. He furthered his education at the University of Chicago, earning a Bachelor of Arts degree with a focus on East Asian Languages and Civilizations and Philosophy. This unique combination of disciplines has endowed Matthew with a deep cultural understanding and an ability to navigate complex issues with a philosophical mindset. This educational journey not only shaped Matthew into a well-rounded individual but also equipped him with invaluable insights that he applies in his professional work today.
Career Path
Before joining PwC, Matthew built a diverse career that enriched his skill set. He began as a Junior Staff Accountant at Warranty Finance, where he gained foundational accounting knowledge and experience in financial reporting. His analytical abilities advanced further during his tenure as a Trader at Sunset Securities, where he developed strong market-analysis skills and a keen understanding of the financial landscape.
Additionally, he served as an Analyst at Diamond Management & Technology Consultants, where he contributed to strategic advisory projects. Each of these roles equipped Matthew with critical skills and insights required for his current position, allowing him to effectively support an array of clients in the wealth management space. His journey has been marked by a consistent upward trajectory, showcasing his determination to drive impact in every role he undertakes.
Notable Achievements
Matthew's work at PwC has led to numerous achievements, particularly in crafting innovative solutions that address the pressing needs of wealth managers and broker-dealers. His strategic guidance and hands-on support have resulted in successfully implemented operational strategies across various financial institutions. Matthew's reputation as a thought leader in the industry is growing due to his adeptness in managing complex implementations and delivering transformative change that ensures clients remain at the forefront of industry advancements.
Furthermore, his active volunteering efforts with Generation Citizen emphasize his commitment to social responsibility and education. By serving on the local advisory board, Matthew fosters the importance of civic engagement among young students, further establishing his presence as a community leader.
In summary, Matthew Jong embodies the essence of a strategic advisor and community advocate. His wealth of experience, combined with his educational background and commitment to civic engagement, positions him as an influential figure in the Asset Wealth Management field. Matthew continues to inspire those around him, helping businesses adapt and thrive in an ever-evolving market while dedicating time to empower the next generation of leaders in his community.
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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
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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
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.
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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.
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.
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