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Lisa Flanary
Chief Growth Officer at Thrivent
Professional Background
Lisa Flanary is a highly accomplished senior executive with a proven track record of building and reinventing organizations to achieve sustainable results in the financial services sector. With a wealth of leadership experience, she has successfully launched a mutual fund company, spearheaded the turnaround and eventual merger of a well-established insurance company, and developed a local affiliate of a national nonprofit. Her strategic vision and ability to execute actionable go-to-market plans have earned her recognition within the industry as a leader who approaches challenges with honesty and innovation.
One of the hallmarks of Lisa's professional journey has been her strategic P&L leadership. Drawing on her extensive marketing, distribution, and product portfolio management experience, she has demonstrated an exceptional ability to align organizational efforts towards common goals. Her keen understanding of current technological capabilities allows her to deliver relevant and accessible solutions that significantly enhance customer engagement. Moreover, she embraces inclusiveness and transparency as core principles, fostering a collaborative environment among team members at all levels of the organization.
As a courageous leader, Lisa consistently prioritizes the organizational sustainability and needs of her customers. Her commitment to mentorship, especially of young leaders and women, has positively influenced the careers of countless individuals. In her exciting next role, Lisa aims to leverage her extensive leadership acumen to build, grow, or reinvent an organization, thereby driving financial success and organizational achievement.
Education and Achievements
Lisa Flanary's educational background serves as a strong foundation for her successful career in the financial services industry. She earned her MBA in Marketing from the University of Illinois at Chicago, which equipped her with vital skills in business strategy and market analysis. Lisa has also pursued specialized training as a Chartered Special Needs Consultant at The American College of Financial Services, showcasing her commitment to continuously enhancing her expertise and understanding of the unique financial needs of different populations.
Additionally, her BA in Mathematics and Journalism from Augustana College (SD) reflects her diverse educational interests and her ability to effectively analyze complex data while also communicating with clarity and precision.
Lisa's commitment to lifelong learning and professional development is evident in her continuous pursuit of knowledge and skill enhancement, making her an influential figure in the financial services field.
Career Highlights
Throughout her outstanding career, Lisa Flanary has held numerous influential positions within major corporations, most notably as Chief Growth Officer at Thrivent. In this role, she was instrumental in driving the growth strategy and aligning organizational efforts to create significant financial outcomes. Prior to this, she served as Senior Vice President of Corporate Strategy and Vice President of Product Strategy at Thrivent, where she cultivated her expertise in strategic planning and execution.
Before her tenure at Thrivent, Lisa excelled at Allstate in various capacities, including Vice President of Customer Strategy, Marketing & Wholesaling. Her role at Allstate also included significant leadership positions such as Vice President of Product Portfolio Management and Wholesaling, Assistant Vice President of Strategy and Innovation, and Chief of Staff to the Financial President. These diverse experiences at Allstate gave her a multifaceted understanding of the insurance landscape and contributed to her reputation as a pioneering and results-driven leader.
Prior to her illustrious career at Allstate, Lisa worked for Nationwide Insurance, where she held several key roles, including Operations Manager for Defined Contribution Group Annuity and Pension and Investment Contract Underwriting Manager. Her foundational experience as a Business Analyst and Actuarial Analyst further equipped her with a nuanced understanding of analysis within the financial and insurance sectors.
In addition to her corporate positions, Lisa served as CEO at Degree of Honor, where she demonstrated her ability to manage organizations effectively and lead them to success.
Mentorship and Leadership Philosophy
Lisa Flanary's leadership approach emphasizes mentorship and inclusion. Recognized for her ability to inspire and motivate those around her, she fosters a culture of openness and transparency. By creating an environment where team members feel valued and heard, Lisa encourages innovation and collaborative problem-solving. Her belief in the power of mentorship is particularly evident in her commitment to guiding young leaders, especially women, in their professional journeys. Lisa actively seeks opportunities to share her experiences, insights, and advice, empowering future generations to navigate their careers and achieve their aspirations.
Vision for the Future
Looking towards her future endeavors, Lisa is excited about her next opportunity to leverage her extensive experience in leadership and the financial services industry. She aspires to build, grow, or reinvent organizations to deliver impressive financial results while maintaining a focus on sustainability and customer-centric operations. With her remarkable background, steadfast dedication to mentorship, and visionary approach to organizational growth, Lisa Flanary is poised to make a significant impact in her next role and continue her legacy of excellence in the financial services sector.
For those interested in connecting with Lisa and exploring potential collaborations or mentorship opportunities, she welcomes inquiries via email at [email protected].
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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.