Monte Bravo

Monte Bravo is a financial investment advisory company, partner of XP Investimentos. Today, it is present in more than 10 of the main cities in the country and is the only company in the segment in Brazil, to be awarded 4 times with the highest NPS (Net Promoter Score), a methodology that assesses the level of customer satisfaction In all world.

Monte Bravo

Monte Bravo is a financial investment advisory company, partner of XP Investimentos. Today, it is present in more than 10 of the main cities in the country and is the only company in the segment in Brazil, to be awarded 4 times with the highest NPS (Net Promoter Score), a methodology that assesses the level of customer satisfaction In all world.

Challenge

Monte Bravo’s CEO, Filipe Portella, hired us to solve an internal pain in his processes: many spreadsheets used to calculate the financial transfer to financial agents.

Development

The first stage of this project was an immersion with the client, in order to map the entire process that was carried out for revenue and transfer calculations. In addition to understanding the rules in the worksheets.

Result

With the whole process, we understood the step by step that Monte Bravo performed and we built a web system. Thus, the service that used to take 3 days, now runs in 10 minutes.

Challenge

Monte Bravo’s CEO, Filipe Portella, hired us to solve an internal pain in his processes: many spreadsheets used to calculate the financial transfer to financial agents.

Development

The first stage of this project was an immersion with the client, in order to map the entire process that was carried out for revenue and transfer calculations. In addition to understanding the rules in the worksheets.

Result

With the whole process, we understood the step by step that Monte Bravo performed and we built a web system. Thus, the service that used to take 3 days, now runs in 10 minutes.

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Números do projeto

200+

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41K+

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$27M

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Números do projeto

200+

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41k+

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$27M

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Customer testimonial

Filipe Portela

Founding Partner of Monte Bravo Investimentos

“We had a serious problem in the time consumption of the operational activity of internal transfers. Hiring Ubistart showed us that mapping and automating operational processes is crucial.”

Customer testimonial

Filipe Portela

Founding Partner of Monte Bravo Investimentos

“We had a serious problem in the time consumption of the operational activity of internal transfers. Hiring Ubistart showed us that mapping and automating operational processes is crucial.”

Contact us

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Miami

333 S. E. 2nd Avenue, 33131

São Paulo

Av. Brigadeiro Faria Lima, n° 1485, 2º andar, Jardim Paulistano

Porto Alegre

Av. Dolores Alcaraz Caldas, n° 90, 8º andar, Praia de Belas