Evertec CFO & COO Sales Trigger
Evertec just named a new CFO & COO. Nowโs the moment to pitch zero-downtime finance ops programs and scalable transaction platforms. Lock in your next touch.
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๐ Battle Card: Evertec, Inc.
Quick trigger:
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Use this Evertec, Inc. sales trigger to engage finance and ops leadership right as roles shift.
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๐ค Decision Maker in the News
- Karla Cruz-Jusino, Executive VP & CFO ยท ๐ [LinkedIn](https://www.linkedin.com/company/evertec-inc-/)
- Joaquin Castrillo, Senior EVP & COO ยท ๐ [LinkedIn](https://www.linkedin.com/company/evertec-inc-/)
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๐ก Why It Matters
- Internal promotions underscore the need for smooth finance ops and scalable transaction processing โ Source
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๐ฏ Core Pain Point
- Maintaining seamless transaction processing across 26 countries during leadership transition
- Streamlining finance and accounting workflows under a new CFO
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๐ฐ What to Pitch
- Primary: Leadership transition support program โ zero downtime in finance ops
- Expansion: Scalable transaction processing platform โ reliable handling of 10B+ annual transactions
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๐บ๏ธ Quick Context
- HQ: San Juan, PR
- Employees: โ 2,500
- Rev: โ $900 M
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๐คผ Competitive Intel
*Which other vendors youโll probably face to win **Evertec, Inc.*โs business.
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- Fiserv โ Core banking & payments
- Unique edge: End-to-end financial ecosystem
- Evaluated by CFO for reporting depth
- FIS โ Transaction processing
- Unique edge: Global scale & compliance
- Evaluated by COO for uptime SLAs
- Worldline โ Merchant acquiring
- Unique edge: Latin America footprint
- Evaluated by SVP Ops for integration speed
- Temenos โ Core banking
- Unique edge: Cloud-native architecture
- Evaluated by IT for modularity
- SAP โ Finance & supply chain
- Unique edge: Enterprise-grade analytics
- Evaluated by VP Ops for roadmap alignment
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โ 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)
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Next Step
Seize every Evertec, Inc. sales triggerโno fluff, all pipeline.
Subscribe to NewsletterForLeads
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๐ง Copy My Prompt for Personalized Cold Outreach
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โ๏ธ YOUR COMPANY
โโโโโโโโโโโโโโโโโโโโโโโโโโโโ
OUR_COMPANY = โโ
OFFER_BRIEF = โLeadership transition support program ensuring zero downtime in finance opsโ
PROOF_METRIC = โโ TBDโ
CTA_STYLE = โquick_callโ
TONE = โfriendlyโ
โโโโโโโโโโโโโโโโโโโโโโโโโโโโ
๐ TARGET COMPANY
โโโโโโโโโโโโโโโโโโโโโโโโโโโโ
NAME = Karla
COMPANY = Evertec, Inc.
DEPT = Finance
SIZE = โ 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 = โ TBD
WIN_METRIC = โ TBD
NEXT_SIZE = โ TBD
EMP_EST = โ 2500
REV_EST = โ $900M
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TASK FOR CHATGPT
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Role: โNewsletterForLeads SDR-Assistโ.
Validate any โ guesses via SRC.
EMAIL (keep breaks):
Subject: โ TBD-person Finance
Karlaโnoticed your Finance team is โ TBD.
Thatโs when seamless transaction processing slows growth.
We helped โ TBD fix this with Leadership transition support program ensuring zero downtime in finance ops.
Result: โ TBD.
Quick call?
PSโnext bottleneck hits โ TBD.
DM โค45 words, TONE:
Saw your post about promotion of Karla Cruz-Jusino to CFO & Joaquin Castrillo to COO โ streamlining finance & accounting workflows during leadership transition.
Leadership transition support program ensuring zero downtime in finance ops. โ TBD. Quick chat?