Carlos Cortez M.’s Post

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Conversational Banking Founder @ Capitec | Pioneering Asynchronous Client Engagement | Conversational AI | Fintech. (No Sales Dms)

Reflection has always been a cornerstone of my practice, enabling me to understand our journey better and plan strategically for the future. This past week alone was a testament to the unpredictability of life—from a nerve-wracking first-time emergency landing on that FlySafAir flight (Yes I was on that flight 😅 ) to celebrating Capitec's outstanding results and receiving the award below. Over the last 18 months since launching our Conversational Banking product at Capitec, I am filled with immense pride for what we've accomplished. This product has not only removed multiple barriers for our clients across South Africa, but has also deepened our intimacy with them, ensuring they always have the freedom to choose their preferred channel and time to engage with us. The phenomenal growth in messaging adoption from 8% to 64%, and our expansion to serve over 21 million clients without adding additional headcount, speaks volumes about our commitment to efficiency and client service. These milestones were achieved through the dedication and synergy of our team—truly the best Conversational Banking team on the continent 😉 😎 Teamwork is the bedrock of our success. It's more than just working together; it's about building a shared vision, supporting one another through challenges, and celebrating our victories collectively. Each team member plays a pivotal role, and this award is a reflection of our collective effort. Furthermore, our achievements would not have been feasible without the unwavering support and trust of the Capitec Group Executive team. Their faith in our vision has allowed us to operate with the autonomy of founders, providing consistent support through all challenges and triumphs. Having good mentors is like finding a lighthouse in a tempestuous sea; they guide you through the dark waters of uncertainty and inspire you to reach shores you might not have dared to dream of. At this juncture, I must also extend my deepest gratitude to my mentors—Valter Adão, Robert LoCascio, and Kree Govender. As we celebrate these achievements, I am reminded of the power of reflection, the strength of our team, and the closeness we’ve cultivated with our clients. My name is Carlos, and my role at Capitec is to help us become a trusted financial friend to South Africans, aiming to change lives for the better. #conversationalBanking #innovation #extremeownership #Banking #AI #Capitec #mentorship #leadership #teamwork #Strategy #messaging #google #customerexperience #ConversationalAI #meta #Whatsapp #Genai #AI #financialservices

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John Thomas Riley

Product Owner @ Cyclomedia | Agile Delivery Lead, Senior Analyst Developer

4mo

Wow Carlito, well done. You are an example of how hard work pays off.

Valter Adão

Chief Executive Officer and Digital Leader at Cadena Growth Partners

4mo

My immediate response is congratulations Carlos Cortez M. but actually, I should say I’m not surprised. What you have been doing over the past 18 months has been deeply personal. This has never been about a KPI for you, but about making the difference that matters to your customers. I’m also delighted that you’ve taken the time to share this and celebrate. You are a humble person, but sharing moments like this shines the spotlight on your team, peers, and stakeholders. It may also give someone else the courage to be bold and brave. Congratulations, my good friend. As a last thought, to you and the people you’ve inspired with this post, remember, ‘Only dead fish swim with the flow.’ #leadership #innovation Tim Mitchell Olive Hartnick (MBA) Avalon Klein

Kree Govender

SMB Area Lead - Microsoft Canada

4mo

Carlos Cortez M. you do me a great kindness and honor here. I firmly believe in 3 things, leaders must grow other leaders, leadership is underpinned by service to others, we grow by lifting others. You've grown immensely and I look upon your achievements in all domains with a smile and pride. Continue to shine and always take others on the journey with you

Alisa Snyman

Manager: Capitec Direct (National Sales & Service Support Operations)• BBA Degree

4mo

Congratulations to you and your team. Thank you for your support as an internal client and enable us to improve the Capitec client experience. Keep up the great work. Forward and upwards only from here #betterneverrest

Myrah Tshabalala

Author, Master in Nursing at UNISA

3mo

There's nothing wonderful about Capitec except talking huge about themselves. I am out to expose you in every platform with the evidence I have

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Goosain Allie

Graduate - Human Resources Technology | BCom (Hons) Information Systems | Conversational Ai | Ai Technologist

4mo

Ever so grateful to be a part of the Apex team! Excited for what the future holds!

Well done and absolutely well deserved award Carlos Cortez M.. On the plus - Using this individual moment to recognise everyone who has contributed to this journey - Inspiring Leadership in action.

Well done Carlos & team🙏🙏. I loved reading this phenomenal achievements

Gerhard Buytendag

Conversational Banking Capitec

4mo

With the level of Trust our Team has, we will be breaking even bigger records. Proud of you!

Ian Gulliford

Senior Strategic Account Manager at LivePerson

4mo

Honestly loved reading this. Phenomenal achievements with a fantastic team

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