Suggestions
Elizabeth ErkenBrack, PhD.
RVP Strategy and Solutions, Financial Services
Elizabeth ErkenBrack, PhD. is a prominent figure in the field of Experience Management (XM) and Customer Experience (CX) at Qualtrics. She currently serves as the Head of CX Solution Strategy for Financial Services at Qualtrics, bringing her expertise in Linguistic Anthropology and global practitioner background to help organizations design and implement effective experience management strategies.36
Dr. ErkenBrack's professional background includes:
-
Expertise: She is recognized as an exceptional XM strategic executive, combining executive-level business insight strategy, elite research education, and strong interpersonal skills.1
-
Education: She holds a PhD in Linguistic & Media Anthropology, which she applies to her work in experience management.1
-
Skills: Dr. ErkenBrack is known for her ability to discover nuanced client insights, design and implement complex solutions, and develop measurement systems linking client data to financial impact.1
-
Speaking engagements: She frequently participates in thought leadership sessions and events, sharing her expertise on CX trends and strategies.12
-
Publications: Dr. ErkenBrack contributes to industry publications, including blogs and articles on experience-centric culture and consumer insights.45
In her role at Qualtrics, Dr. ErkenBrack focuses on helping financial services organizations leverage experience management to drive efficiency, growth, and competitive advantage.3
Highlights
Now that several days have passed, three mainstage takeaways really stick out to me from last week's #Qualtrics #X4Summit
-
From Lindsey Vonn: data is critical but data isn’t everything. Not where you were expecting the PhD to start, no? I loved Lindsey’s explanation on the importance of data combined with context and human interpretation. She has all the data you could imagine on her health, so some days she wakes up tired and takes it easy to let her body recover. However, as she said, if she wakes up tired and it’s the Olympics, well…it’s the Olympics. Data be darned, she needs to find the way. Takeaway: use data to understand, clarify, and focus, don’t let data mindlessly dictate.
-
From Ed Bastian and Steve Squeri: believe the best of your partners. Try to find the alchemy of 1+1=3, where the people around you literally make you better. Because they are also phenomenal at what they do, so bringing your work together unlocks something neither of you can do solo. Takeaway: believing the best in others brings out the best in you both. So many colleagues came to mind in this one, but I’d be remiss if I didn’t say both Benjamin Granger and Sean Holcombe are key examples of this for me.
-
From the iconic Michelle Obama: courageous leadership is not a demand to be followed, but an uncomfortable task of surrounding yourself with people who think differently than you, creating space at the table, and finding a way forward together. This is my favorite one. I'm a female linguistic anthropology Ph.D. (with a secret love for jigsaw puzzles) working in a tech company…being different is a given. But being surrounded by 'different' is powerful, my literal uniqueness allows me to solve big problems very differently, and very effectively. I bring all the facets of myself to work unapologetically and undefensively, and welcome the same from my colleagues and friends. Takeaway: as long as I create a space where others’ sense of self is welcomed FOR its difference from mine, not in spite of it, then I’m building the kind of space I can be proud of.
Important reminders as we settle back into cadences and patterns of work, making our world more human and more humane.
Moments that matter are real.
The #X4Summit SLC 2024 was full of moments. Wisdom from the wildly successful, glimpses into the mindbendingly innovative, moments of bright lights and brighter humans.
But let me speak to some smaller moments, if I may, wisps of time tucked into my memory.
Topher Mitchell and I have wanted to speak together at X4 since 2021, and this year we did. Turns out, our confidence in the value of our collaboration was well-founded; our work was in such high demand and so well received that Zig Serafin announced it on mainstage and we were invited to replicate it on a larger stage.
An unprecedented moment, heightened by Ali's excited lean into me, a flood of texts (thank you!), and the murmured shared enthusiasm of leaders all around me. A palpable shift in my role at X4.
But before that, before the success was realized, before the celebration and recognition swirled, there were moments that mattered, tucked in just for me.
It was Juliana and Isabelle's smiles as I was clipped into my mic, experts themselves stealing minutes to stand with me.
It was Rafael, backlit at the back of the audience, waving his arms to their full extent, letting me know as I peered across the dark sea of faces, that a friend had arrived. A friend willing to wave wildly in their support of me, just for what he believed I would do.
And Kyle who came running up, right before I started speaking. I leaned down and he said “I just want you to know, you are about to make these people’s day so great.” Such a moment, words that sent me onto stage with promise and positivity ringing in my ears.
And particularly, the inimitable Topher, whose work and perspective make mine so much better. Who had worked with me for years toward this moment. Who grinned at me, held up the temperamental clicker and said “this is going to be fun.”
He’s almost never wrong.
Small moments that were anything but insignificant.
So from X4, from this powerful celebration of experiences, this gathering of expert voices from around the world, I was reminded that it’s not about the biggest moments of celebration but about the smallest moments of connection.
May I create those moments for others, remembering the simple power of presence.
May we all remember that small gestures in small moments have big impact.
May we know we can influence the world for the better by choosing how we show up with intention and care.
May I pay forward what was generously given to me this week.
Those moments. They mattered.
People also viewed
Related People
Mesh 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, Mesh centralizes all your contacts in one place while enriching them with additional context and features to help you stay thoughtful and connected.
Mesh 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.
Mesh 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
Mesh 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, Mesh 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 Mesh 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 Mesh 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.
Mesh 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. Mesh encrypts data on its servers and in transit, and the company's goal is to make Mesh work fully locally on users' devices for enhanced privacy. Mesh is also SOC 2 Type 2 certified.
Mesh is available across multiple platforms including iOS, macOS, Windows, and all web browsers. Mesh 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.
Mesh 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. Mesh offers a Pro Plan ($10 when billed annually) with unlimited contacts. Mesh for Teams starts at $49/month/seat. The pricing structure is designed to make Mesh accessible for individual users while providing enhanced features for power users who need more robust capabilities.
Yes, Mesh offers extensive integration capabilities. Mesh introduced a new Integrations Catalog that centralizes information on all of the products and services Mesh 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. Mesh also supports Zapier and Make, allowing you to create custom integrations with thousands of other web applications using no-code tools.
Nexus is Mesh'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.
Mesh 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. Mesh'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.
Mesh 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. Mesh 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, Mesh 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.
Mesh 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.
Mesh offers many advantages over other personal CRMs. Unlike business-oriented CRMs that focus on sales pipelines and customer data, Mesh 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. Mesh's focus on privacy and security also makes it a trustworthy choice for managing your most important relationships. Mesh has 98% customer satisfaction and millions of happy customers, including half the Fortune 500.
Mesh 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 Mesh beneficial.
Mesh offers competitive pricing in the personal CRM market. Mesh 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, Mesh's comprehensive feature set and elegant design justify its pricing for professionals who value relationship management.
Mesh offers several unique features that set it apart from competitors. Mesh 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. Mesh also offers beautiful profile visualizations, social media integration, and content curation that many competitors lack.
Yes. Mesh 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.
Mesh 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 Mesh instead of Salesforce, Hubspot, and Pipedrive. Mesh 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, Mesh can absolutely serve as your primary relationship management tool.
Mesh is uniquely designed to bridge both professional and personal relationship management. Unlike business-oriented CRMs that focus on sales pipelines and customer data, Mesh 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.
Mesh'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. Mesh 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 Mesh a comprehensive hub for all your relationship information.
Mesh's AI capabilities are at the forefront of personal CRM innovation. Nexus, Mesh'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, Mesh has embraced AI to provide deeper insights and more natural interaction with your relationship data.
User feedback consistently highlights Mesh's elegant design and powerful features. Many users describe Mesh 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 Mesh eliminated their need for multiple tools, appreciating its minimalist, user-friendly interface and AI integration capabilities.