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Tracey Hsu
Sr Director, Customer Success at Nova Credit
Professional Background
Tracey Hsu is a dynamic professional who has significantly impacted the fields of finance and economic mobility. With a rich background in governmental and non-profit financing, Tracey has utilized her skills to empower newcomers to navigate the complexities of credit history. As the Senior Director and Head of Customer Success at Nova Credit, she has been at the forefront of creating innovative solutions that facilitate financial inclusion for immigrants. At Nova Credit, she focuses on transforming how newcomers access credit and related financial services, addressing the challenges that come with moving to a new country where credit histories do not follow.
Before her current role, Tracey held pivotal positions within Nova Credit’s leadership team, including Director and Senior Customer Success Manager. In these capacities, she worked tirelessly to build robust partnerships and enhance customer experiences, driven by a passion for making finance accessible to all. Her journey encompasses various roles that have honed her expertise in strategic partnerships and customer success, particularly in underserved communities.
Education and Achievements
Tracey’s educational background laid a strong foundation for her impactful career. She attended Harvard Kennedy School, where she earned her Master in Public Policy (M.P.P.) with a focus on Political and Economic Development. This advanced degree equipped her with critical analytical skills and a holistic understanding of policy-making processes. Before that, she completed her Bachelor of Science (B.S.) in Policy Analysis & Management at Cornell University, where she developed a keen interest in utilizing policy to create positive social change.
Early in her academic journey, Tracey was a proud student at Stuyvesant High School and Hunter College High School, two institutions renowned for their rigorous academic standards and commitment to excellence. Her educational experiences shaped her perspective on economic mobility and the pivotal role of financial literacy in enhancing the quality of life for individuals and communities.
Notable Contributions
Throughout her career, Tracey has made a notable impact in various organizations dedicated to economic development and social finance. Before her pivotal contributions at Nova Credit, she served as a Senior Advisor for Economic Mobility at the NYC Tech Talent Pipeline, where she provided strategic insights and innovative solutions to increase opportunities for job seekers in the tech industry. Tracey’s leadership in this position further exemplified her commitment to fostering an inclusive ecosystem for all, especially for those who face barriers to employment due to socioeconomic factors.
Additionally, her role as Director of Social Investment at Social Finance, Inc. allowed her to develop impactful initiatives aimed at driving social change through financial solutions. Her dedication to creating sustainable economic models for both individuals and communities was evident during her tenure as Associate Director, where she collaborated with various stakeholders to align financial strategies with social outcomes.
Tracey started her career with experiences at prestigious organizations such as the U.S. Department of the Treasury, where she was involved with the World Bank Desk, and as a Summer Intern at The White House, where she gained firsthand insight into the workings of government policy and economic initiatives. She also contributed to local government through her role as a Global Partners Intern at the Office of the Mayor of NYC, highlighting her commitment to civic engagement.
In the earlier stages of her career, Tracey served as an Executive and Membership Assistant at the World Federalist Movement - Institute for Global Policy, where she further understood the intersection of global governance and public policy. Her diverse experiences have uniquely positioned her to tackle the pressing social issues many face today, especially Newcomers who want to establish their financial footing in a new environment.
Conclusion
Tracey Hsu embodies the spirit of advocacy and innovation needed in today's world. Her dedication to financing for newcomers emphasizes her mission to change the way credit history is perceived and accessed. At Nova Credit, Tracey is not only contributing to practical solutions but also influencing the way society views finance and inclusion. A natural leader, she is passionate about positively impacting lives through her work, and she continues to inspire others in the field, encouraging collaboration and creativity to solve complex financial challenges. As Nova Credit expands its horizons, Tracey remains open to new opportunities and challenges that further her goal of enhancing economic mobility for all individuals, regardless of their background or origin.
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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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- 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.
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.