Marco Lozada

Observer
DISC Type : ic

Director de operaciones at Banco Compartamos

Tlalnepantla, México, Mexico

Overview

Marco Lozada serves as the Director of Operations at Banco Compartamos, where he spearheads the design and implementation of key projects. His career is marked by extensive experience in digital strategy and payment systems, notably from his previous leadership roles at HSBC. He attended the Universidad del Valle de México.

He is a key figure in driving the digital transformation and omnichannel strategy for Banco Compartamos, with a specific focus on enhancing financial inclusion for micro-entrepreneurs through technology.

Unique fact: He previously governed the digital strategy for Yastás, one of Mexicos large correspondent banking networks.

Personality Overview

Value Driven

Example Seeker

Curious

They ask a lot of questions and rely heavily on information and collaterals.  They are generally good communicators and can be hard to convince. They can sound friendly and charming but can quickly change gears to become inquisitive and probing.

Topics They Care About

Digital Transformation
He leads the digital strategy at Banco Compartamos to increase the commercial offering and enhance the user experience across all channels.
Financial Inclusion
His work focuses on leveraging technology to deliver banking services and credit to micro-entrepreneurs, a core mission of his organization.
Payment Systems
Managed a wide range of payment and connectivity solutions at HSBC, including SPEI, SWIFT, and Host-to-Host (H2H) channels.

Media Appearances

Marco has no verified media appearances

Work History

12-2024
Director de operaciones at Banco Compartamos
12-2015
Director de estrategia digital at Banco Compartamos
3-2012 - 12-2015
Head eChannels and Payments at HSBC
6-2005 - 3-2012
Gerente Senior at HSBC

Education

Education details unavailable from Universidad del Valle de México

More Information

Social Presence :

Prographics :

Exp : 20 Location : Tlalnepantla, México, Mexico Job Level : Mid-senior Designation : Director de operaciones at Banco Compartamos
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Insights For Selling To Marco

During A Call Or A Meeting

DO's

  • Invite them for a social do but don’t rely solely on the relationship
  • Be prepared for a lot of questions, answer them objectively
  • Focus on immediate action-items rather than the larger goals

DONT's

  • Avoid making offhand commitments
  • Don’t brush off any concerns, take all questions seriously
  • Don’t be too objective but make sure to pad your storytelling with data points

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Marco is

  • Proven value, strong testimonials are important for them, rapport can impact decisions a little.
  • Will you ever get a clear answer from Marco

  • They are practical and friendly, don't expect a clear-cut response often.

Insights For Deal Planning

    How fast (or slow) will Marco move?

  • They like to be detailed and take their time to arrive at decisions.
  • Can Marco take some risk or not?

  • They weigh all decisions systematically and are unlikely to take many risks.

You And Marco

Personality Compatibility


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