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Sumit Tiwari
Visualization & Reporting Lead at Cargill
Professional Background
Sumit Tiwari is a distinguished Chartered Accountant with over 10 years of extensive experience in financial modeling and the development of large-scale, complex tactical solutions. His impressive career spans several industry domains, including food production, healthcare, power and utility management, asset management, financial services, government operations, retail, automobile services, home improvement, banking, and manufacturing. Sumit excels in project planning and project management, combining his financial expertise with a deep understanding of business transformations to drive efficiency and innovation within organizations.
His career trajectory includes prominent roles in leading organizations such as Cargill, where he serves as a Senior Professional, overseeing critical financial strategies and operations in a global context. Previously, Sumit held the position of Lead Consultant at KPMG, a globally recognized firm in audit and consulting services, where he leveraged his skills to provide high-level advisory services to a diverse client portfolio. Sumit has also contributed his analytical skills as a Financial Analyst at Lowe's Companies, Inc., focusing on enhancing financial performance and operational effectiveness.
Beyond his impressive portfolio in large firms, Sumit began his professional journey as an Article Assistant at Atul Khandelwal & Associates Chartered Accountants, developing foundational skills in auditing and financial analysis that would guide his future endeavors. He later advanced to roles such as Associate Chartered Accountant at J Singh & Associates and ABSM & Associates, where his dedication to fostering relationships and understanding client needs set him apart in the field.
Education and Achievements
Sumit’s academic credentials reflect a strong foundation in commerce and auditing. He pursued his Chartered Accountant studies at The Institute of Chartered Accountants of India, earning recognition for his proficiency in financial principles and practices. His educational journey began with a Bachelor of Commerce degree from the University of Rajasthan, where he cultivated an understanding of business fundamentals. Additionally, he excelled in his Higher Secondary studies at LBS Public Sr. Sec. School, demonstrating initiative and aptitude in commerce and computers, acquiring skills critical for today's data-driven financial landscape.
Sumit’s academic preparation is complemented by his proficiency in a range of technical tools and platforms. He is well-versed in Power Excel (including Power Query and Power Pivot), VBA, Power BI, Tableau, Access, Alteryx, SQL, R, and Python. This robust skill set enables him to analyze complex datasets effectively and present critical financial information in a manner that supports decisive business decisions.
Achievements
Sumit Tiwari’s career is marked by a series of notable achievements that testify to his expertise and strategic acumen. He has successfully led projects that align financial strategy with overarching business goals, creating pathways for transformation and growth in organizations he has worked with. Among his myriad contributions to Cargill and KPMG, he has developed intricate financial models that have informed and empowered senior management decisions leading to improved profitability and operational excellence.
In addition to his practical experience, Sumit has also committed time to sharing his knowledge with others, having served as a Trainer at the Institute of Financial Studies. Here, he fostered the next generation of finance professionals by imparting key skills and knowledge regarding financial analysis, auditing, and business strategy.
Overall, Sumit Tiwari stands out as a proactive and results-driven Chartered Accountant whose expertise in financial modeling and project management continues to influence and advance the industries in which he operates. His career is a testament to the impactful role financial analysis plays in business success, positioning him as a thought leader in the field.
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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
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- 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.
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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.