Claudia Bardales

Critic
DISC Type : C

Chief Product Officer / Co-Founder at Linker Finance

Pasadena, California, United States

Overview

As Co-Founder and CPO of Linker Finance, Claudia Bardales leverages over 13 years of product-design leadership to modernize banking for community institutions. She guides product strategy for their digital banking platform, drawing on her background in Graphic Design and recent studies in Marketing Technology at Reforge to craft user-centric solutions.

Outside of her primary role, Claudia has a creative side with experience as a freelance graphic designer and photographer. Her professional history also includes contributing her skills to notable pro bono projects, reflecting a passion for leveraging design for community impact and doing what she loves.

She was inspired by her 10-year-old daughter who, when asked about ordering a debit card, replied, "Why would I? It’s already in my wallet. "

Personality Overview

Objective Thinker

Critic

Precise

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

Topics They Care About

Data-Informed Strategy
Her social media posts emphasize a core belief that "Data beats emotions" and that decisions should be guided by data rather than personal preferences.
Future of Banking
She is building a next-generation digital banking platform and is fascinated by how younger generations perceive and interact with money and financial products.
Community Banking
Her company, Linker Finance, is specifically focused on creating technology to help community financial institutions modernize their services and thrive in the digital era.

Media Appearances

Claudia has no verified media appearances

Work History

1-2023
Chief Product Officer / Co-Founder at Linker Finance
9-2023 - 4-2024
Director of Product Design at Hello Iconic
2-2022 - 9-2023
Head of Product Design at Hello Iconic
1-2020 - 3-2022
Product Design Manager at Hello Iconic
9-2023 - 12-2023
Techstars Los Angeles, Fall 2023 Program at Techstars

Education

10-2023 - 11-2023
Marketing Technology from Reforge
Growth series from Reforge

More Information

Social Presence :

Prographics :

Exp : 4 Location : Pasadena, California, United States Job Level : Leadership Designation : Chief Product Officer / Co-Founder at Linker Finance
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Insights For Selling To Claudia

During A Call Or A Meeting

DO's

  • Leverage facts and figures wherever possible; use percentages, numbers etc.
  • Don’t forget to mention how you compare to competition on both features and pricing
  • Tell them what ROI they can expect

DONT's

  • Make extra effort to not seem pushy or confrontational
  • Don’t rush them till they have clearly gotten all the necessary information
  • Avoid pushing them too much to involve other stakeholders unless it is critical

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Claudia is

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

  • 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 Claudia move?

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

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

You And Claudia

Personality Compatibility


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