Marco Bernasconi

Energizer
DISC Type : I

Advisory Board Member at FI Works

United States

Overview

Marco Bernasconi is a banking executive with over 30 years of experience, currently serving as the Chief Operating and Innovation Officer at Country Bank. His career includes roles as a Bank President and CEO, and a Principal of Fintech. He holds a Bachelors degree from Eastern Connecticut State University with a double major in Finance and Marketing.

He lives in West Hartford, Connecticut, with his wife and has twin children who live in Boston. In his spare time, he enjoys boating, water activities, and relaxing on the beach on Cape Cod with his family and friends. Marco also actively supports Seaburys Charitable Foundation.

Unique Fact: Marco is an award-winning leader, having received the 2022 Banky Award from Extraordinary Banker for his contributions to the industry.

Personality Overview

Full Of Energy

Informal

Believer

They are really good at seeing what the long-term impacts of their decisions could be.  Unlike C or D types, they are vocal with their opinions but not so much with their questions. They are always positive and upbeat, so take their promises with a pinch of salt.

Topics They Care About

Fintech & Banking
Has a distinguished 30-year career that includes roles as a Bank President, a Fintech Executive, and now Chief Operating and Innovation Officer, bridging traditional and modern banking.
Operational Automation
Believes in operating with intelligence and leveraging efficiency and automation to drive sustainable growth for financial institutions, rather than just adopting more technology.
Customer-Centric Tech
Emphasizes that technology adoption must be done smartly with the specific needs of customers in mind to provide exceptional value and a crisp user experience.

Media Appearances

Marco has no verified media appearances

Work History

10-2024
Advisory Board Member at FI Works
8-2024
Chief Operating and Innovation Officer at Country Bank
4-2024
Investor - Vine Financial at Vine Financial, Inc.
2-2024 - 8-2024
Principal at Wolf & Company, P.C.
4-2021 - 6-2023
President and CEO at North Brookfield Savings Bank

Education

Bachelor's degree from Eastern Connecticut State University

More Information

Social Presence :

Prographics :

Exp : 31 Location : United States Job Level : Leadership Designation : Advisory Board Member at FI Works
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Insights For Selling To Marco

During A Call Or A Meeting

DO's

  • Share some stories about how you you have helped people in similar positions succeed
  • Use adjectives like ‘amazing’, ‘coolest’, ‘unbelievable’ etc.
  • Talk anecdotally about the customer experience that your product offers

DONT's

  • Don’t be too formal, focus on building comfort and trust
  • Avoid ifs and buts, don’t talk too much about the risks etc.
  • Don’t assume a yes just because they have not said no

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Marco is

  • Relationship and rapport can play an important role, sometimes more than the other factors.
  • Will you ever get a clear answer from Marco

  • They will probably never say no directly, you have to make that decision yourself.

Insights For Deal Planning

    How fast (or slow) will Marco move?

  • They are not the quickest decision makers, their friendly attitude could be misleading.
  • Can Marco take some risk or not?

  • They can accept limited risks, ones that they think will not impact them personally.

You And Marco

Personality Compatibility


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