Webinar

Demo: ClearEdge Client Portal

Originally Aired: March 16, 2021 Now Your Desk!

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Best-in-class deals are only achieved through rigorous planning, tracking, and preparation. To assist buyers in securing competitive outcomes, ClearEdge Partners created a comprehensive, on-demand Portal platform to provide the building blocks to initiate best deal-making practices and bridge the communication gap between deal stakeholders and strategic partners.

We are hosting a live demo session of our newest Portal functionality on March 16, highlighting our latest release of features. Our product experts will highlight how your organization can use the Portal’s deal dashboards, Early Warning System, and on-demand educational content to create efficiencies and promote effectiveness of deal activities throughout your organization.

Highlights:

  • An overview of the features and functionality in our client portal
  • Why are these tools necessary?
  • How will these tools help raise stakeholder awareness
  • Moderated Q+A to answer any questions your organization may have about our portal

Speakers

Kathleen DeMayo

Director, Analytics Resources

Kathleen is charged with managing and developing the firm’s client delivery team, which provides analytics to our base of Fortune 500 clients. Prior to that, she served as senior analyst of risk management at Fidelity Investments in Boston, examining and assessing counter-party and investment exposure. Kathleen was a Vice President at JP Morgan in New York, where she worked in the proprietary position group and provided hedge insight to the bank’s trading group. Kathleen earned a BS in Accounting from Villanova University and an MBA from Fordham University.

Rob Rapp

Manager, Salesforce Operations

Rob joined the Analytics Team in 2019 and is tasked with continual improvement of the company’s Salesforce production. His job involves collecting data from ClearEdge salespeople and analysts and using Salesforce to aggregate and optimize the data so the staff can easily use it. He is also instrumental to the creation and support of the company’s new Client Portal. Rob previously worked at a medical malpractice insurer named Coverys where he helped implement Salesforce. He is a Northeastern University graduate with a dual concentration in Finance and Management, and a minor in Economics. He enjoys exploring new breweries and working out.