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Michael Polscer
Global Risk Development Programs/Risk Communications Manager at Citi, SVP
Professional Background
Michael Polscer is a seasoned professional with an expansive career spanning over several prestigious organizations, including Citi, JPMorgan Chase & Co., and Morgan Stanley. With a distinct background in business performance and learning & development, he has proven to be a highly effective Senior Learning & Performance Manager, passionately dedicated to achieving superior business results. Michael's approach to maximizing performance solutions is rooted in his resourceful and adaptable nature, which allows him to excel in the dynamic environments typical of the financial services industry.
A significant portion of his career has been dedicated to developing and delivering creative training initiatives tailored to meet the unique needs of diverse enterprises. His remarkable skills in designing compelling curriculums and implementing solutions-based, blended learning methodologies have played a pivotal role in propelling business performance to new heights. Michael maintains a dual focus on the overarching goals of his initiatives and the detailed components critical to success, demonstrating his exceptional capability in managing program priorities even in rapidly changing environments.
Michael is not only recognized for his technical acumen but also esteemed as a trusted advisor and proactive leader. He has a natural aptitude for cultivating partnerships with key stakeholders, ensuring alignment and collaboration across all levels in the organizations he has served. By championing innovation through ideation and engaging in intuitive analysis, Michael has contributed substantial value to the teams and clients he collaborates with.
Education and Achievements
Michael's educational journey laid a strong foundation for his professional exploits in learning and development. He pursued a Master’s Degree in Voice with a specialization in Opera at Binghamton University, equipping him with an artistic perspective that enhances his creativity in training and curriculum design. Prior to this, he studied Musical Theater at the University of Cincinnati, further honing his performance skills. This unique background in the arts fuels his commitment to developing engaging training programs that resonate with learners.
His professional tenure encompasses a variety of esteemed positions, reflecting his upward trajectory in the learning and development space. Among his accomplishments, he has held key leadership roles such as the Global Risk Development Programs/Risk Communications Manager at Citi, where he served as Senior Vice President (SVP). His past roles also include Technology/Cyber Risk Learning & Communications Lead at Citi, where he was Vice President (VP), and Technology Learning Partner at JPMorgan Chase & Co., again as VP.
In addition to these positions, Michael has also played vital roles at Morgan Stanley and MARSH (Marsh & McLennan Companies), where he served as a Learning & Development Program Manager, VP and Global Talent, Learning & Diversity Program Manager, VP, respectively. His increasing responsibilities and leadership roles at Citigroup, Inc., including Training Specialist and Analyst in Audit and Risk Review, highlight his relentless quest for growth in a multifaceted corporate landscape.
Notable Skills and Expertise
Throughout his career, Michael has cultivated a rich set of skills and competencies, making him a valuable asset to any organization. His expertise spans several key areas, including:
- Learning & Curriculum Design: Michael's ability to create innovative learning experiences has been a cornerstone of his career, allowing organizations to equip their employees with vital skills and knowledge effectively.
- Relationship Management: A master networker, Michael excels at building and maintaining constructive relationships with clients and stakeholders, facilitating seamless communication and collaboration.
- Security & Technology Training: Given the increasing importance of these sectors, Michael has developed programs to enhance awareness and understanding of security and technology within organizations.
- Program & Project Management: His strategic project management skills ensure that learning initiatives not only meet timelines but also align with business objectives, achieving maximum impact.
- Experiential Learning & Evaluation Methodology: Michael employs experiential learning techniques coupled with sound evaluation methodologies to assess the effectiveness of training programs. This results-driven approach ensures continuous improvement in all his initiatives.
- Strategic Planning & Process Improvement: He is adept at identifying improvement opportunities through needs assessments and evaluations, leading to continuous enhancements in training methodologies and business performance.
Michael also emphasizes the importance of competency development and awareness communication, striving to foster an inclusive learning culture wherever he serves. His ability to integrate performance metrics into his learning programs allows organizations to monitor progress and results effectively, promoting a culture of accountability and excellence.
Achievements
Michael's illustrious career contains numerous achievements, each reflecting his dedication to the field of learning and development. His tenure at Citi, where he advanced from an Analyst to a Senior Vice President, is indicative of his commitment to professional development and skill acquisition. He has spearheaded multiple enterprise training initiatives aimed at enhancing the organization's platform for learning, ensuring that these efforts are aligned with business goals.
As a proactive leader, Michael has established and enhanced many risk management and technology training programs, ensuring stakeholders are well-equipped to navigate the complexities of the digital landscape. He has left an indelible impact on learning and development through innovative approaches, ensuring his initiatives effectively decrease knowledge gaps, improve employee capabilities, and ultimately bolster overall business outcomes.
Through his journey, Michael Polscer has demonstrated a commitment to excellence in the realm of learning and performance management. His combined expertise in developing innovative training solutions, coupled with his strategic oversight and collaborative leadership style, solidify his reputation as a leader in this vital industry. Achieving success by focusing on the big picture while meticulously managing details, Michael continues to push boundaries and exceed expectations in the pursuit of organizational growth and enhancement.
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Clay is a relationship management platform that serves as a personal CRM, helping you organize and deepen both personal and professional relationships. It functions as a beautiful rolodex and CRM available on iPhone, Mac, Windows, and web, built automatically to help manage your network efficiently. Unlike traditional address books, Clay centralizes all your contacts in one place while enriching them with additional context and features to help you stay thoughtful and connected.
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
- Smart Search: Allows you to search using natural language like "People I know at the NYT" or "Designers I've met in London"
- 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.