Osvaldo Lopez Ibañez

Critic
DISC Type : C

Head of Customer-Centric Solutions at HSBC

Mexico City, Mexico

Overview

Osvaldo is the Head of Customer-Centric Solutions at HSBC México, a senior executive with over 18 years of experience in financial services. He specializes in digital transformation, UX strategy, and applying Generative AI to business challenges. He has completed leadership programs at MIT Professional Education.

He is a recipient of the prestigious National Ceneval Award, an honor achieved by only 2% of test-takers.

Personality Overview

Objective Thinker

Precise

Information Seeker

They like to do things independently and don’t look for support from others.  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

Generative AI
Applies GenAI and LLMs to accelerate strategy definition, product discovery, service design, and business decision-making.
UX Research
Leads the user research strategy at HSBC México, building the team and translating findings into concrete service and product improvements.
Customer-Centricity
His current role focuses on building a customer-first strategy across all digital touchpoints, including mobile, web, and conversational banking.

Media Appearances

Osvaldo has no verified media appearances

Work History

5-2021
Head of Customer-Centric Solutions at HSBC
12-2017 - 1-2020
Transformation Program Director of Consumer Lending Portfolio at HSBC
11-2016 - 5-2021
Head of Business Agility Adoption & Change Management for Wealth & Personal Banking at HSBC
5-2013 - 11-2016
Manager of Contact Centre Transformation Program at HSBC
2-2010 - 5-2013
Cards Operations Project Leader at HSBC

Education

3-2021 - 6-2021
Liderazgo y Cambio en las Organizaciones from MIT Professional Education
10-2021 - 8-2024
Marketing Degree from Universidad del Valle de México

More Information

Social Presence :

Prographics :

Exp : 18 Location : Mexico City, Mexico Job Level : Mid-senior Designation : Head of Customer-Centric Solutions at HSBC
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Insights For Selling To Osvaldo

During A Call Or A Meeting

DO's

  • If you can, show them industry reports or analyst comments instead of sharing anecdotal stories
  • Be formal and objective, they will appreciate it more
  • Be ready for penetrating questions and critical examination of your pitch

DONT's

  • Avoid phrases like ‘trust me’, ‘others just love’ etc.
  • Do not use very emotional or colorful language
  • 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 Osvaldo is

  • Proven ROI, pricing and objective proof points are the factors that sway their decision.
  • Will you ever get a clear answer from Osvaldo

  • They are comfortable saying no if they are convinced that it is the correct decision.

Insights For Deal Planning

    How fast (or slow) will Osvaldo move?

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

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

You And Osvaldo

Personality Compatibility


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