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Sam Wakerly
Agency Relationship Manager at NatWest Bank
Professional Background
Sam Wakerly is an accomplished financial professional with a robust background in banking and finance. Currently serving as an Agency Relationship Manager at NatWest Bank, Wakerly has cultivated strong expertise in managing client relationships and overseeing agency operations. His commitment to client service and operational excellence has earned him a reputation as a trusted advisor in the banking sector.
Prior to his current role, Sam held various positions at NatWest Bank, including a former Libor Lending Associate, where he garnered valuable insights into lending practices and market dynamics. His career also extends to RBS, where he served as a Treasury Funding Analyst, contributing to funding strategies and ensuring efficient treasury management.
Wakerly's experience in the financial industry is significantly complemented by his tenure as a Broker at BGC Partners, a role that enhanced his skills in market analysis and broker-client relationships. Moreover, he worked as a Capital Markets Funding Analyst at RBS Markets and International Banking, focusing on capital management and funding solutions that align with business goals.
His journey in finance began at Coutts, where he took on multiple roles including Business Analyst and Private Banking Officer. These early experiences were instrumental in developing his analytical skills and provided him with a solid foundation for understanding complex financial products and wealth management strategies.
Education and Achievements
Sam Wakerly studied at Mayflower High School, where he laid the groundwork for his academic pursuits. His educational background instilled in him a passion for finance and a desire to excel in the banking sector.
Throughout his career, Wakerly has achieved significant milestones, including the development of innovative funding strategies that have positively impacted the operational efficiency of the organizations he has served. As an Agency Relationship Manager, he plays a vital role in ensuring seamless agency operations while also fostering long-term relationships with clients, which is crucial for sustained business growth.
In addition to his role at NatWest Bank, Sam is well-regarded for his contributions to various teams and projects within the organizations he has worked for. His ability to collaborate and lead cross-functional teams has been instrumental in driving results-oriented projects that benefit both clients and the institutions he represents.
Wakerly's expertise in treasury management, funding analysis, and relationship management positions him as a knowledgeable figure in the banking and finance industry. His analytical mindset, combined with his dedication to client satisfaction, has made him a valued asset in every role he has undertaken.
Achievements
- Relationship Management: As an Agency Relationship Manager, Sam Wakerly excels in building and nurturing client relationships, ensuring their needs are met with top-tier service and strategic solutions.
- Financial Analysis: Wakerly's experience as a Treasury Funding Analyst and Capital Markets Funding Analyst highlights his analytical prowess and ability to dissect complex data to guide financial strategies.
- Industry Knowledge: With a diverse background across various financial institutions, Sam possesses a comprehensive understanding of banking operations, lending practices, and capital management, making him a respected figure within the industry.
- Strategic Insight: His tenure in various roles has granted him insights into the banking sector that allow him to contribute to meaningful decision-making processes and innovative solutions for his clients.
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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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- 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.
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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.
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.
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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.
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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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