Andrés Gallegos Garza

Examiner
DISC Type : cs

Subdirector Canales Alternos y ATC at Grupo Financiero Banorte

San Pedro Garza García, Nuevo León, Mexico

Overview

As a Sub-Director at Pensiones Banorte, Andrés leads the strategy and implementation for digital transformation and service automation. An International Business Engineer from Universidad Tecmilenio, he focuses on leveraging virtual assistants and biometric AI to create optimal, hyper-personalized customer experiences across all channels.

He spearheaded the implementation of Pensiones Banortes virtual assistant on WhatsApp, a landmark project in the companys digital adoption strategy.

Personality Overview

Late Adopter

Process Oriented

Unexpressive

They do not like taking risks at all and go for proven options in the end.  Being observant comes to them naturally. They are heavily focused on quality and prefer doing things the right way, even if it takes time.

Topics They Care About

Conversational AI
He was a panelist at the "IA in CX Summit 2025" and implemented a successful WhatsApp virtual assistant, showcasing his expertise in transforming banking with AI.
Digital Customer Experience
His core focus is creating optimal and hyper-personalized customer journeys, using technology to provide unique, first-contact solutions.
Service Automation
He develops and implements automation strategies that are 100% focused on the client's needs, enhancing service delivery and operational efficiency.

Media Appearances

Andrés has no verified media appearances

Work History

3-2017
Subdirector Canales Alternos y ATC at Grupo Financiero Banorte
6-2015 - 3-2017
Gerente de Proyectos / Estrategia at Grupo Financiero Banorte
9-2011 - 6-2015
Gerente Canales Alternos at Grupo Financiero Banorte

Education

2006 - 2009
Ingeniero en Negocios Internacionales from Universidad Tecmilenio
2016 - 2017
Diplomado from MASPM

More Information

Social Presence :

Prographics :

Exp : 14 Location : San Pedro Garza García, Nuevo León, Mexico Job Level : N/A Designation : Subdirector Canales Alternos y ATC at Grupo Financiero Banorte
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Insights For Selling To Andrés

During A Call Or A Meeting

DO's

  • Be firm in your communication and stay in control
  • Spend time addressing concerns around risk and change, they will have them even if they don't express them
  • Ask them which other stakeholders would be important for this purchase decision

DONT's

  • Avoid getting into storytelling mode, especially when they ask specific questions
  • Don't push them too hard to make fast decisions, give them time
  • Don't rely on relationship building even if they act pleasantly

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Andrés is

  • Low-risk, adoption by others are very important to them, followed by confidence in ROI.
  • Will you ever get a clear answer from Andrés

  • Often, they don't say no, or keep going about it in circles.

Insights For Deal Planning

    How fast (or slow) will Andrés move?

  • They do not like to rush and therefore can be quite slow in their decision-making.
  • Can Andrés take some risk or not?

  • They have little risk-appetite and prefer to take measured decisions.

You And Andrés

Personality Compatibility


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