BTG Pactual
Patio Victor Malzoni - 14 Andar, Av. Brig. Faria Lima, 3477 - Itaim Bibi,
Sao Paulo, 04538,
Brazil
Sao Paulo, 04538,
Brazil
55 11 4007-2511
Banking and Financial Services
BTG Pactual Technographics
BTG Pactual Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by BTG Pactual and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 6000 BTG Pactual employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that BTG Pactual has purchased the following applications: Pismo Core Banking for Core Banking in 2020, Zoom for Audio Video and Web Conferencing in 2020, VTEX eCommerce for eCommerce in 2021 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems BTG Pactual is running and its propensity to invest more and deepen its relationship with Pismo , Zoom Video Communications , Microsoft or identify new suppliers as part of their overall Digital and IT transformation projects to stay competitive, fend off threats from disruptive forces, or comply with internal mandates to improve overall enterprise efficiency.
We have been analyzing BTG Pactual revenues, which have grown to $1.80 billion in 2024, plus its IT budget and roadmap, cloud software purchases, aggregating massive amounts of data points that form the basis of our forecast assumptions for BTG Pactual intention to invest in emerging technologies such as AI, Machine Learning, IoT, Blockchain, Autonomous Database or in cloud-based ERP, HCM, CRM, EPM, Procurement or Treasury applications.
BTG Pactual Tech Stack and Enterprise Applications
BTG Pactual ERP Services and Operations
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Pismo | Legacy | Pismo Core Banking | Core Banking | ERP Services and Operations | n/a | 2020 | 2021 |
In 2020, BTG Pactual implemented Pismo Core Banking to build and launch BTG Pactual Banking, a retail mobile bank in Brazil. Pismo Core Banking was adopted as the Core Banking platform to support the bank's retail product roadmap and channel delivery.
Pismo Core Banking provided core banking, card issuing and transaction processing modules, enabling account management, transaction posting and card lifecycle capabilities that accelerated application development. The implementation centralized transaction processing and card issuance functionality to support customer onboarding, payments and retail account operations.
The program followed an eight month development cycle and went live in early 2021, with the deployment focused on retail banking in Brazil and the mobile banking channel. The technical scope emphasized Pismo's platform functionality driving transaction orchestration and card processing for the new offering.
Operationally the implementation positioned Pismo Core Banking as the primary Core Banking system for BTG Pactual's retail banking business function, and the go-live contributed to faster time-to-market and an improved customer experience reflected in high app ratings.
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BTG Pactual Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Zoom Video Communications | Legacy | Zoom | Audio Video and Web Conferencing | Collaboration | n/a | 2020 | 2020 |
In 2020 BTG Pactual implemented Zoom for Audio Video and Web Conferencing on its public website to enable browser-based client meetings and virtual events. Deployment uses embedded Zoom web client components on the site to provide meetings, webinars, audio and video conferencing, screen sharing, and recording capabilities accessible to external users without installing client software. The implementation emphasizes web-based access and scheduling workflows to support customer-facing communications and event registration within the corporate web experience.
Configuration focuses on standard Zoom functional modules including Meetings and Webinars, meeting orchestration, participant controls, recording management, and browser client rendering for cross-platform access. Operational scope centers on the website as the delivery channel for client engagement and investor relations touchpoints rather than a broad internal unified communications rollout. Governance is exercised through centralized administrative controls for meeting policies and participant access applied via the website integration, enabling controlled public-facing conferencing while isolating internal collaboration infrastructure.
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Collaboration | Collaboration |
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2017 | 2017 |
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BTG Pactual eCommerce
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| VTEX | Legacy | VTEX eCommerce | eCommerce | eCommerce | n/a | 2021 | 2021 |
In 2021, BTG Pactual implemented VTEX eCommerce to power eCommerce capabilities on its public website. The VTEX eCommerce deployment serves as the primary eCommerce platform for customer-facing digital commerce and engagement.
Implementation focused on standard eCommerce functional modules such as storefront presentation, product catalog and merchandising, checkout orchestration, shopping cart management, customer account management, and order management. VTEX eCommerce was configured to support content management and promotional workflows common to retail grade online commerce.
Integration work centered on embedding VTEX eCommerce into the corporate website architecture, exposing APIs for front end rendering and connecting order flows to enterprise back office and operational systems. Operational scope includes digital channels, marketing, sales operations, and customer service teams supporting Brazil based customers.
Governance was organized around catalog and merchandising ownership, release and deployment controls, and order management procedures to align digital commerce processes with existing banking operations. The deployment emphasizes platform native eCommerce governance and API driven integration patterns provided by VTEX eCommerce.
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BTG Pactual CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Customer Experience | CRM |
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2020 | 2020 |
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Data Management Platform | CRM |
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2019 | 2019 |
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Data Management Platform | CRM |
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2020 | 2020 |
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Marketing Automation | CRM |
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2017 | 2017 |
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Marketing Automation | CRM |
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2020 | 2020 |
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Marketing Automation | CRM |
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2021 | 2021 |
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Sales Automation, CRM, Sales Engagement | CRM |
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2021 | 2021 |
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BTG Pactual ITSM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Incident Management | ITSM |
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2020 | 2020 |
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BTG Pactual Investment Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Portfolio and Investment Management | Investment Management |
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2016 | 2016 |
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Trading Platform | Investment Management |
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2010 | 2010 |
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Trading Platform | Investment Management |
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2014 | 2014 |
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BTG Pactual TRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Treasury Management | TRM |
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2011 | 2011 |
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Treasury Management | TRM |
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2020 | 2020 |
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BTG Pactual IaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Application Hosting and Computing Services | IaaS |
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2015 | 2015 |
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Application Hosting and Computing Services | IaaS |
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2020 | 2020 |
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Cloud Storage | IaaS |
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2020 | 2020 |
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Content Delivery Network | IaaS |
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2020 | 2020 |
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Content Delivery Network | IaaS |
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2021 | 2021 |
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BTG Pactual CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Web Application Firewalls (WAF) | CyberSecurity |
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2017 | 2017 |
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IT Decision Makers and Key Stakeholders at BTG Pactual
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
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Fund Services | Accounting Associate Director | Director | Finance | |
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Apps Being Evaluated by BTG Pactual Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from BTG Pactual IT executives and key decision makers. This section highlights BTG Pactual's latest recorded technology evaluations, including OneSumX for Regulatory Reporting for Risk Management on 2025-10-14. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the BTG Pactual digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| 2025-10-14 | BTG Pactual | Evaluated | Wolters Kluwer | OneSumX for Regulatory Reporting | Risk Management | TRM |
FAQ - APPS RUN THE WORLD BTG Pactual Technographics
BTG Pactual is a Banking and Financial Services organization based in Brazil,
with around 6000 employees and annual revenues of $1.80 billion.
BTG Pactual operates a diverse technology stack with applications such as
Pismo Core Banking, Zoom and VTEX eCommerce,
covering areas like Core Banking, Audio Video and Web Conferencing and eCommerce.
BTG Pactual has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Pismo, Zoom Video Communications and VTEX.
BTG Pactual recently adopted applications including
VTEX eCommerce in 2021, emBlue in 2021 and Salesforce Sales Cloud in 2021,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of BTG Pactual’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates BTG Pactual’s profile with verified software purchases,
vendor relationships, and digital initiatives identified from public and proprietary sources.
Subscribe to APPS RUN THE WORLD to access the complete BTG Pactual technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.