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Matthew Gregston
Director - Fee & Billing Value Stream at Empower Retirement
Professional Background
Matthew Gregston is a distinguished leader in the financial services industry, bringing over a decade of extensive experience that spans various crucial aspects of the sector. His career journey has taken him through diverse roles, ranging from back office operations to front office client services, and from strategic business management to being a remarkable individual contributor. As a visionary and an adept manager, Matthew excels in fostering team collaboration and driving operational efficiencies, which makes him a highly sought-after leader in financial service strategy and execution.
Matthew currently serves as the Director of the Fee & Billing Value Stream at Empower Retirement, where his expertise shines in optimizing billing processes and enhancing client satisfaction. His leadership in this role is characterized by a commitment to operational excellence and delivering unparalleled value to clients. Previously, he held the position of Process Improvement Consultant at the same organization, where he played a key role in streamlining operations and improving service delivery.
Before his time at Empower, Matthew worked at PENSCO Trust Company, part of Opus Bank, where he earned his stripes as a Senior Institutional Relationship Manager. In this role, he cultivated strong client relationships, provided strategic insights, and guided clients through complex financial solutions. His experience in the relationship management sphere continued at E*TRADE Advisor Services, where he was instrumental in addressing and supporting the needs of financial advisors and their clients. Matthew's career began as a Brokerage Operations Representative at Fidelity Investments, where he gained foundational knowledge of brokerage operations and customer service, setting the stage for his future accomplishments.
Education and Achievements
Matthew's academic credentials reflect a robust commitment to understanding complex social issues and effective resolution strategies that are essential in the financial services sector. He completed his Master of Science degree in Conflict Analysis and Resolution at Nova Southeastern University, achieving an impressive GPA of 3.82. This educational background offers him a unique perspective on stakeholder management and negotiation, enabling him to navigate challenging situations effectively while promoting positive outcomes.
Prior to this, Matthew earned a Bachelor of Arts degree in English from Texas A&M University-Corpus Christi. His strong communication skills, developed through his studies in English, serve him well in his professional endeavors, allowing him to convey complex financial concepts in accessible ways to clients and team members alike. Matthew's educational journey underscores his belief in lifelong learning and the importance of an adaptable skill set in an ever-evolving industry.
Achievements
Over the years, Matthew Gregston has garnered significant achievements in financial services that reflect his dedication to excellence and leadership. His successful track record at Empower Retirement in optimizing billing value streams and enhancing client relationships showcases his ability to affect positive change within an organization. Furthermore, during his tenure at PENSCO Trust Company, Matthew played a pivotal role in strengthening institutional client engagements, demonstrating his capacity to bolster organizational relationships and provide meaningful solutions.
Matthew's journey through various roles, including client service and operations, underscores his versatile skill set and ability to adapt to the shifting dynamics of financial services. He consistently aligns his strategies with client needs, aiming to exceed expectations while driving business growth.
tags':['Financial Services','Leadership','Operations Management','Client Services','Business Strategy','Process Improvement','Institutional Relationships','Fidelity Investments','E*TRADE Advisor Services','Empower Retirement','PENSCO Trust Company','Nova Southeastern University','Texas A&M University-Corpus Christi','Conflict Resolution','Strategic Management','Team Collaboration'],'questions':['How did Matthew Gregston develop his expertise in financial services leadership?','What strategies does Matthew Gregston implement to optimize billing processes at Empower Retirement?','In what ways has Matthew Gregston’s education influenced his approach to conflict resolution in the financial industry?','What challenges has Matthew Gregston faced in his roles across various financial institutions, and how has he overcome them?','How has Matthew Gregston’s experience at Fidelity Investments shaped his career in financial services?'],
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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:
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- Reminders and Notes: Helps you remember important details about contacts
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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.
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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.
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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.
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