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Vaibhav Jain
Second Vice President at Northern Trust Corporation
Professional Background
Vaibhav Jain is a distinguished Chartered Accountant with a profound expertise in International Financial Reporting Standards (IFRS) Accounting and Reporting. His journey in the realm of finance is not just marked by numbers but by a commitment to excellence and continuous learning. Currently serving as the Second Vice President at Northern Trust Corporation, Vaibhav plays a pivotal role in steering financial strategies and ensuring compliance with evolving global standards. His extensive background in IFRS serves as the cornerstone of his contributions, allowing him to navigate complex financial landscapes with ease.
Before his role at Northern Trust, Vaibhav honed his skills at notable organizations where he cultivated a rich knowledge base and practical experience. At AXA, he served as an IFRS Domain Knowledge Expert (Assistant Manager), where he was instrumental in developing strategies to align the organization’s reporting practices with international standards. His prior experience also includes serving as the Knowledge Head at AXA, where he led projects that fused his passion for education with his expertise in finance, facilitating knowledge transfer across the organization.
Vaibhav is not just a finance professional; he is also a seasoned business coach and an inspiring speaker. His enthusiasm for sharing knowledge makes him an engaging professor who believes in empowering students and professionals alike to unlock their potential. Vaibhav has committed himself to nurturing the next generation of finance professionals through engaging lectures and insightful coaching sessions designed to develop both technical and soft skills in aspiring individuals.
Education and Achievements
Vaibhav's educational journey laid a strong foundation for his impressive career in finance. He obtained his Chartered Accountant designation from the prestigious Institute of Chartered Accountants of India (ICAI), where he developed a thorough understanding of financial principles and accounting standards. His early academic roots in science and mathematics at St. Paul's Convent Senior Secondary School in Ujjain provided him with an analytical mindset, which he would later apply in the complex world of finance.
In pursuit of personal and professional growth, Vaibhav further pursued certification as a Life and Business Coach through the International Coach Federation (ICF). This training equipped him with vital coaching techniques that he has since utilized in his dual role as a mentor and teacher, demonstrating his commitment to fostering an environment of continuous improvement and personal development in his students and clients.
With years of practical experience under his belt, Vaibhav Jain has achieved numerous accolades throughout his career. His tenure at Deloitte India as an Assistant Manager allowed him to cultivate essential skills in auditing and financial consulting, adding to his rich background in accounting. Additionally, as a former Article Assistant at RMR Shah & Co., he gained firsthand experience in various aspects of financial reporting and compliance, setting the stage for his future successes.
Notable Contributions
As a professional deeply invested in the realms of finance and education, Vaibhav Jain's contributions extend beyond organizational roles. He founded Classbaba, an initiative aimed at educating individuals in financial literacy, accounting, and coaching. Through this platform, Vaibhav demonstrates his commitment to empowering others with the knowledge and skills they need to thrive in their careers. His intrinsic belief in the power of education is a testament to his dedication to uplift the community around him.
Vaibhav's adept skills as a seasoned speaker shine through in various professional forums, where he shares his insights on IFRS, accounting practices, and the importance of business coaching. His ability to convey complex topics in an engaging manner has made him a sought-after speaker in financial workshops and seminars, allowing him to reach a broad audience and inspire countless individuals to pursue excellence in their careers.
His noteworthy journey through various industries, combined with his methodical nurturing approach, has established him as a respected figure among peers and professionals in the finance sector. Whether through strategic leadership at Northern Trust, transformative coaching sessions, or engaging educational talks, Vaibhav Jain continues to leave a mark on the finance industry and beyond.
Achievements
- Chartered Accountant designation from the Institute of Chartered Accountants of India.
- Certified Life and Business Coach by the International Coach Federation.
- Current Second Vice President at Northern Trust Corporation.
- Formerly IFRS Domain Knowledge Expert (Assistant Manager) at AXA.
- Established Classbaba, focusing on financial literacy and coaching, empowering individuals in their profe
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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
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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
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.