Transforming Corporate Finance
João Ventura
The corporate account opening process was fragmented and outdated, with inconsistent document submission across channels, leading to disorganization and interruptions.
Our solution was to overhaul the process by creating Syrius, a dynamic back-office system designed to evolve with our needs and share critical information across the company. In collaboration with multiple departments, we digitalized every aspect of the account opening process.
We implemented detailed analytics that provided management with unprecedented operational insights.
Documents that were once siloed are now accessible company-wide, improving collaboration and efficiency across departments. The system’s impact was transformative, cutting average account opening times by 56% and improving SLA responsiveness by 33%. This approach also enhanced compliance and built trust with corporate clients from the start.
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Posted Aug 21, 2024
Overhauling XP Investimentos' Business Account Opening Process
