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Sujata Rastogi
Financial Services & Fintech, West Coast US, UK Dept of Business & Trade
Professional Background
Sujata Rastogi is a distinguished business leader with an impressive 18 years of diverse experience in the realms of Fintech, banking, and investment management. Her expertise encompasses leading high-performance teams, spearheading strategic initiatives, and driving turnaround efforts. Most recently, Sujata has made significant contributions as a Diplomat for the UK Department of Business and Trade, where she focuses on Financial Services and Fintech on the West Coast of the United States. Her role involves fostering international partnerships between financial institutions, Fintechs, and founders to facilitate smooth scaling opportunities from the United States to the UK and vice versa. Through her collaborative efforts, Sujata aims to bridge critical business gaps, providing support and guidance to those looking to expand their reach globally.
Sujata has a illustrious history with HSBC, where she held multiple senior roles across Investment Management, Digital Banking & Innovation. Her vast expertise aided in the modernization and digital transformation of financial services across various regions, including the UK, US, EMEA, and APAC. As a founder and CEO of the marketplace platform 'You've Got This,' Sujata showcased her entrepreneurial spirit by launching a platform designed to empower users in their financial journeys. Her insights and guidance to numerous Fintech startups center around developing strategies and products that not only generate sustainable growth but also promote gender equality, inclusivity, and environmental sustainability.
Education and Achievements
Sujata Rastogi’s educational background is as distinguished as her professional achievements. She holds an MBA degree from the prestigious London Business School, with an exchange program completed at The Wharton School, one of the top business schools globally known for its rigorous academic standards and notable alumni. In addition to an MBA, Sujata further enhanced her expertise by completing an executive education program in Innovative Technology Leadership at Stanford University Graduate School of Business. This diverse educational background has equipped her with a unique perspective on strategy, innovative business models, and product development essential for navigating the evolving landscape of financial services.
Throughout her career, Sujata has received several accolades for her outstanding contributions to the Fintech and financial services industries. In 2018, she was honored with the TIE Intrapreneur of the Year award, recognizing her exemplary leadership and innovative mindset within corporate settings. She was also a finalist at both the Women in Investment Awards and the Women in Finance Awards in 2019, affirming her influence and commitment to gender equality in finance. As a respected voice in the industry, Sujata serves as a judge for the US Fintech Awards, sharing her knowledge and experience with the next generation of innovators and leaders.
Community Engagement and Speaking Engagements
Sujata Rastogi is not only a leader in her field but also an active community member and advocate for change. As an Advisory Board Member and mentor for Money2020 RiseUp, she dedicates her time to nurturing emerging talent in the financial services sector. Sujata has made significant contributions to various international conferences, where she is often invited as a keynote speaker, panellist, or participant in roundtables. Her topics of discussion range widely, covering key areas such as Entrepreneurship, AI, Innovation, Remote Leadership, Future of Work, ClimateTech, as well as the intersection of UK-India tech partnerships. Notable speaking engagements include her participation in Money20/20 conferences, Finimize events, Pay360, London Stock Exchange gatherings, and university panels, including engagements with Oxford University and the University of Bath.
In addition to her numerous roles and responsibilities, Sujata engages in angel investing, supporting startups that align with her vision for sustainable growth and empowerment. Her commitment to fostering innovation and supporting gender equity in business makes her a highly respected figure in her field, inspiring many to break barriers and achieve new heights in the Fintech industry.
Conclusion
Sujata Rastogi’s impressive career trajectory, marked by extensive experience in Fintech and banking, along with her educational background from globally renowned institutions, underscores her as a pivotal contributor to the modernization of financial services. Her role as a bridge between the US and UK markets highlights her commitment to international cooperation and growth within the Fintech landscape. Through her leadership, community involvement, and advocacy for sustainable practices, Sujata not only champions the innovation of financial services but also actively promotes a more inclusive and equitable industry that empowers future leaders and entrepreneurs. With a passion for mentorship and strategy, Sujata continues to inspire and guide many in the challenging and dynamic world of Fintech, making her a true leader and change-maker.
Achievements
- Played a key role at HSBC in modernizing financial services across global regions.
- Launched a marketplace platform 'You've Got This', aimed at empowering users in their financial journey.
- Awarded the TIE Intrapreneur of the Year 2018.
- Finalist at the Women in Investment Awards and Women in Finance Awards in 2019.
- Influential speaker at major conferences related to Fintech, AI, and international cooperation in business.
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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:
- 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
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- 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.
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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.