Fintech · XP Inc. · 2019
Hub
Hub
XP
Transform the advisor experience into a digital extension of the relationship with XP and their customers — the first investment advisor app in Latin America.
Transform the advisor experience into a digital extension of the relationship with XP and their customers — the first investment advisor app in Latin America.
Company
XP Inc. is a Brazilian investment management company — one of the country's largest financial platforms, with a vast network of independent investment advisors (AAIs) serving hundreds of thousands of customers.
My Role
Discovery
We conducted research interviews with XP stakeholders, advisors, and customers to understand the real pain points.
Our goal was to help advisors shift their focus from administrative tasks toward building stronger client relationships — while minimising time spent on back-office processes.
Research spanned multiple states and office types, covering the full diversity of the XP advisor network.
The research revealed that advisors spent the majority of their time on manual processes, spreadsheets, and back-office tasks — leaving little room for actual relationship building with clients.
Design & Delivery
We established an integrated ecosystem of digital products designed for financial advisors — the first financial advisor app in Latin America. Connected to CRM and back-office systems to give advisors access to client portfolios from any location.
Feature 01
Gives advisors full control from activity cards and consolidated information about their customer portfolio. Pending tasks, overdue items, and upcoming meetings — all in one glance.
Feature 02 & 03
Get consolidated data from your customer portfolio, including withdrawals, NPS, and NET. The full investment picture in one place.
Seamlessly select from a variety of investment opportunities and efficiently manage orders for multiple clients directly within the app.
Feature 04 & 05
An exclusive calendar seamlessly integrated with CRM — easily manages all appointments, client and business meetings, and financial requirements.
Receive customer transaction notifications with automated investment suggestions. Once accepted, these are processed automatically — turning a notification into a completed trade.
Results