Bert P.

Critic
DISC Type : C

CIO/ Head of Information Technology at Investec Bank Channel Islands

Guernsey

Overview

Bert P. is the CIO and Head of Digital and Technology at Investec Bank (Channel Islands), developing technology strategy aligned with the banks objectives. An experienced IT leader in the banking industry, he holds a B-Tech from the University of Johannesburg and is a certified PRINCE2 Practitioner.

He is currently leading a major transformational change program for the banks core banking and payments platforms.

Personality Overview

Negotiator

Critic

Precise

They enjoy working alone and do not rely on others very often.  They don’t appreciate bells and whistles unless backed by data. They are quite likely to negotiate on pricing or other key terms.

Topics They Care About

Banking Transformation
He is leading a significant project focused on transforming the bank's core banking and payments platforms to enhance client services and overall efficiency.
Client-Centric Tech
He focuses on leveraging technology and data to deliver a seamless and highly personalized digital experience for the bank's clients across all channels.
Data & Engineering
His role involves direct oversight of the bank's data and engineering capabilities, and he is actively hiring talent to strengthen this function.

Media Appearances

Bert has no verified media appearances

Work History

6-2021
CIO/ Head of Information Technology at Investec Bank Channel Islands
6-2017 - 6-2021
Senior Project Manager at Investec Bank Channel Islands
6-2011 - 5-2017
Development Manager - Core Banking and Mauritius at Investec Bank Channel Islands
9-2007 - 5-2011
Mauritius/ UK IT Systems Owner at Investec Bank Channel Islands
8-2004 - 8-2007
Head of IT at Investec Bank Channel Islands

Education

1995 - 1998
B-Tech from University of Johannesburg

More Information

Social Presence :

Prographics :

Exp : 24 Location : Guernsey Job Level : Leadership Designation : CIO/ Head of Information Technology at Investec Bank Channel Islands
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Insights For Selling To Bert

During A Call Or A Meeting

DO's

  • Use phrases like ‘expect X% improvement’, ‘data clearly shows’ etc.
  • Don’t forget to mention how you compare to competition on both features and pricing
  • Be ready to answer many clarity-seeking questions and requests for information

DONT's

  • Avoid phrases like ‘trust me’, ‘others just love’ etc.
  • Avoid pushing them too much to involve other stakeholders unless it is critical
  • Don’t try to give too many examples of other users, they like to make their own decisions

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Bert is

  • Strong evidence of ROI, effective pricing, and proven data points matter the most to them.
  • Will you ever get a clear answer from Bert

  • It is not very hard for them to say no if they are not convinced about the decision.

Insights For Deal Planning

    How fast (or slow) will Bert move?

  • They are neither the fastest nor the slowest decision makers, they are somewhere in the middle.
  • Can Bert take some risk or not?

  • They can bear some risk if their analysis backs the decision.

You And Bert

Personality Compatibility


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