Evertec CFO & COO Sales Trigger
Evertec just named a new CFO & COO. Now’s the moment to pitch zero-downtime finance ops programs and scalable transaction platforms. Lock in your next touch.
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🚀 Battle Card: Evertec, Inc.
Quick trigger:
Use this Evertec, Inc. sales trigger to engage finance and ops leadership right as roles shift.
👤 Decision Maker in the News
- Karla Cruz-Jusino, Executive VP & CFO · 🔗 [LinkedIn](https://www.linkedin.com/company/evertec-inc-/)
- Joaquin Castrillo, Senior EVP & COO · 🔗 [LinkedIn](https://www.linkedin.com/company/evertec-inc-/)
💡 Why It Matters
- Internal promotions underscore the need for smooth finance ops and scalable transaction processing → Source
🎯 Core Pain Point
- Maintaining seamless transaction processing across 26 countries during leadership transition
- Streamlining finance and accounting workflows under a new CFO
💰 What to Pitch
- Primary: Leadership transition support program → zero downtime in finance ops
- Expansion: Scalable transaction processing platform → reliable handling of 10B+ annual transactions
🗺️ Quick Context
- HQ: San Juan, PR
- Employees: ≈ 2,500
- Rev: ≈ $900 M
🤼 Competitive Intel
*Which other vendors you’ll probably face to win **Evertec, Inc.*’s business.
- Fiserv — Core banking & payments
- Unique edge: End-to-end financial ecosystem
- Evaluated by CFO for reporting depth
- FIS — Transaction processing
- Unique edge: Global scale & compliance
- Evaluated by COO for uptime SLAs
- Worldline — Merchant acquiring
- Unique edge: Latin America footprint
- Evaluated by SVP Ops for integration speed
- Temenos — Core banking
- Unique edge: Cloud-native architecture
- Evaluated by IT for modularity
- SAP — Finance & supply chain
- Unique edge: Enterprise-grade analytics
- Evaluated by VP Ops for roadmap alignment
✅ Do-Now Checklist
Connect with Karla Cruz-Jusino & Joaquin Castrillo on LinkedIn (links above)
Draft email & DM referencing this Evertec, Inc. sales trigger using the Copy-My-Prompt block
Schedule follow-ups in CRM (Day 3 & Day 10)
Next Step
Seize every Evertec, Inc. sales trigger—no fluff, all pipeline.
Subscribe to NewsletterForLeads
🧠 Copy My Prompt for Personalized Cold Outreach
────────────────────────────
✏️ YOUR COMPANY
────────────────────────────
OUR_COMPANY = ❑❑
OFFER_BRIEF = ❑Leadership transition support program ensuring zero downtime in finance ops❑
PROOF_METRIC = ❑≈ TBD❑
CTA_STYLE = ❑quick_call❑
TONE = ❑friendly❑
────────────────────────────
📌 TARGET COMPANY
────────────────────────────
NAME = Karla
COMPANY = Evertec, Inc.
DEPT = Finance
SIZE = ≈ TBD
BOTTLENECK = seamless transaction processing
EVENT = CFO and COO appointments
DETAIL = promotion of Karla Cruz-Jusino to CFO & Joaquin Castrillo to COO
PAIN = streamlining finance & accounting workflows during leadership transition
SRC = http://cts.businesswire.com/ct/CT?id=ftfLlWd9aZbF2NXfwppam3Bd664=&newsLang=en&newsId=20251002724500&div=41152219
SIM_CO = ≈ TBD
WIN_METRIC = ≈ TBD
NEXT_SIZE = ≈ TBD
EMP_EST = ≈ 2500
REV_EST = ≈ $900M
────────────────────────
TASK FOR CHATGPT
────────────────────────
Role: “NewsletterForLeads SDR-Assist”.
Validate any ≈ guesses via SRC.
EMAIL (keep breaks):
Subject: ≈ TBD-person Finance
Karla—noticed your Finance team is ≈ TBD.
That’s when seamless transaction processing slows growth.
We helped ≈ TBD fix this with Leadership transition support program ensuring zero downtime in finance ops.
Result: ≈ TBD.
Quick call?
PS—next bottleneck hits ≈ TBD.
DM ≤45 words, TONE:
Saw your post about promotion of Karla Cruz-Jusino to CFO & Joaquin Castrillo to COO — streamlining finance & accounting workflows during leadership transition.
Leadership transition support program ensuring zero downtime in finance ops. ≈ TBD. Quick chat?