Zack Forbes

Inquirer
DISC Type : cd

President at impactFI Advisors

Roswell, Georgia, United States

Overview

Zack Forbes is the President of impactFI Advisors, where he leverages over a decade of experience from Fiserv to help community banks select technology partners. An alumnus of Auburn University, he is a vocal advocate for banktech innovation and advises banks on modernization to stay competitive.

Outside of work, Zack is a family man with a young son named Cooper. He is an avid sports fan, following the Atlanta Braves and organizing events like a March Madness bracket for industry peers. He balances his professional life with a focus on personal connections and community engagement.

His company, impactFI Advisors, donated $100, 000 to 14 different charities in less than a year.

Personality Overview

Demanding

Upfront

Judgemental

They focus on objectivity in a pitch and pay little attention to bells and whistles.  They care equally about the product and its potential impact. They can be nudged to make faster decisions by offering what they value.

Topics They Care About

Banktech Innovation
As a founder and investor, he actively promotes new-age technological solutions to modernize the banking industry and improve customer experiences.
Community Banking
His career is focused on helping community banks navigate complex technology decisions, secure better contracts, and implement scalable solutions to execute on strategic goals.
Charitable Giving
He led his company in donating $100, 000 to 14 charities within its first year, demonstrating a strong commitment to making a transformational community impact.

Media Appearances

Zack has no verified media appearances

Work History

5-2025
President at impactFI Advisors
2-2022 - 5-2025
Senior Sales Executive- Large FI at Fiserv
4-2021 - 8-2022
Senior Sales Executive- Mid-Market at Fiserv
1-2018 - 4-2021
Regional Sales Executive- Community Bank at Fiserv
1-2015 - 1-2018
Sales Executive, Associate at Fiserv

Education

2007 - 2011
Bachelor's degree from Auburn University
2011 - 2011
course completion certificate from Sports Management Worldwide

More Information

Social Presence :

Prographics :

Exp : 13 Location : Roswell, Georgia, United States Job Level : N/A Designation : President at impactFI Advisors
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Insights For Selling To Zack

During A Call Or A Meeting

DO's

  • Stress on the business value that your product offers
  • Highlight the competitive differentiation of your product
  • Be crisp while making the pitch

DONT's

  • Refrain from asking too many questions
  • Avoid repeating yourself or making generalizations
  • Do not give up if they are not convinced, try again with a different approach

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Zack is

  • Confidence in the product plays an important role, followed by powerful testimonials.
  • Will you ever get a clear answer from Zack

  • They might hesitate a little, but they will say no if they are not convinced.

Insights For Deal Planning

    How fast (or slow) will Zack move?

  • Their decision making speed is somewhere in the middle.
  • Can Zack take some risk or not?

  • Once they have analyzed the pros and cons, they can take some risks.

You And Zack

Personality Compatibility


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