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’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.
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.
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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“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.”
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