Easynvest
Av. Dr. Cardoso de Melo, 1608 - Vila Olipmia,
Sao Paulo, 04548-005, Sao Paulo,
Brazil
Sao Paulo, 04548-005, Sao Paulo,
Brazil
55 11 3841-4515
Banking and Financial Services
Easynvest Technographics
Easynvest Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Easynvest and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 400 Easynvest employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Easynvest has purchased the following applications: Greenhouse ATS for Applicant Tracking System in 2016, Engageware Aivo AgentBot AI Platform for Chatbots and Conversational AI in 2017, Microsoft 365 for Collaboration in 2016 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Easynvest is running and its propensity to invest more and deepen its relationship with Greenhouse , TOTVS , Dimep Sistemas 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 Easynvest revenues, which have grown to $50.0 million 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 Easynvest 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.
Easynvest Tech Stack and Enterprise Applications
Easynvest HCM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Greenhouse | Legacy | Greenhouse ATS | Applicant Tracking System | HCM | n/a | 2016 | 2016 |
In 2016 Easynvest implemented Greenhouse ATS as its Applicant Tracking System to manage recruiting workflows on its public careers site. The Greenhouse ATS deployment was positioned to capture inbound applications directly from Easynvest’s website and to centralize candidate records for HR and hiring managers in Brazil.
Greenhouse ATS was configured to support standard Applicant Tracking System capabilities, including job posting and requisition management, candidate tracking and pipeline management, interview scheduling and structured scorecards, and offer management. The implementation emphasized workflow automation and configurable hiring stages to align recruiting processes with Easynvest’s talent acquisition needs.
Integration scope focused on the careers site integration and operational use by HR and hiring teams, with role based access and hiring manager collaboration embedded in the system. Governance centered on standardized interview workflows and approval gates for requisitions and offers, enabling Easynvest to centralize applicant data and hiring activities through Greenhouse ATS.
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Core HR | HCM |
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2016 | 2016 |
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Time and Attendance | HCM |
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2016 | 2016 |
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Easynvest AI-Powered Application
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Engageware | Legacy | Engageware Aivo AgentBot AI Platform | Chatbots and Conversational AI | AI-Powered Application | n/a | 2017 | 2017 |
In 2017, Easynvest implemented Engageware Aivo AgentBot AI Platform. The Engageware Aivo AgentBot AI Platform, classified as Chatbots and Conversational AI, was provisioned to deliver continuous 24/7 support to investors and to act as the frontline of Easynvest customer service in Brazil. The implementation targeted investor-facing customer service workflows and centralized routine inquiry handling within the bank's support organization.
Functional configuration emphasized natural language understanding, intent classification, templated dialogue flows, automated response orchestration, and escalation triggers to human agents. Governance and operational practices focused on conversation script versioning, iterative intent tuning, and alignment of the chatbot flows with existing customer support processes to maintain service consistency and regulatory compliance. Easynvest Engageware Aivo AgentBot AI Platform Chatbots and Conversational AI customer service integration enabled the firm to provide uninterrupted investor support through automated conversational workflows.
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Chatbots and Conversational AI | AI-Powered Application |
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2016 | 2016 |
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Easynvest Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft 365 | Collaboration | Collaboration | n/a | 2016 | 2016 |
In 2016, Easynvest implemented Microsoft 365 for Collaboration. The rollout established a cloud SaaS Microsoft 365 tenant that is surfaced on the company's website and underpins corporate collaboration and productivity workflows for the Brazil-based banking and financial services firm.
Microsoft 365 is deployed to provide core collaboration capabilities including Office desktop and web applications, Exchange Online email, SharePoint Online content management and intranet, Microsoft Teams for real-time communication, and OneDrive for Business for endpoint file sync and sharing. These functional modules align with standard Collaboration category workflows such as document coauthoring, internal messaging, and centralized content publishing.
The deployment is integrated into Easynvest's public web presence and into internal productivity stacks, using tenant-level identity and access control typical of Microsoft 365 deployments, and aligning with cloud identity services for single sign on and user provisioning. Operational coverage spans corporate collaboration, document lifecycle management, and internal communications as part of IT managed cloud services.
Governance is organized around a centralized tenant administration model with role-based user provisioning, information governance controls, and administrative segmentation to support financial services compliance requirements. Microsoft 365 sits as the primary Collaboration application for Easynvest, framing ongoing governance, security policy enforcement, and content management practices.
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Easynvest CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Customer Experience | CRM |
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2017 | 2017 |
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Customer Support | CRM |
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2019 | 2019 |
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Data Management Platform | CRM |
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2018 | 2018 |
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Marketing Analytics | CRM |
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2020 | 2020 |
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Easynvest ITSM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Application Performance Management | ITSM |
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2019 | 2019 |
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Application Performance Management | ITSM |
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2020 | 2020 |
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IT Service Management | ITSM |
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2020 | 2020 |
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Easynvest PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Transactional Email | PaaS |
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2021 | 2021 |
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Transactional Email | PaaS |
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2021 | 2021 |
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Easynvest 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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2019 | 2019 |
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Application Hosting and Computing Services | IaaS |
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2019 | 2019 |
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Application Hosting and Computing Services | IaaS |
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2006 | 2006 |
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Content Delivery Network | IaaS |
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2019 | 2019 |
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Content Delivery Network | IaaS |
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2019 | 2019 |
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Content Delivery Network | IaaS |
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2021 | 2021 |
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IT Decision Makers and Key Stakeholders at Easynvest
| First Name | Last Name | Title | Function | Department | Phone | |
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| No data found | ||||||
Apps Being Evaluated by Easynvest Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Easynvest IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Easynvest digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
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FAQ - APPS RUN THE WORLD Easynvest Technographics
Easynvest is a Banking and Financial Services organization based in Brazil,
with around 400 employees and annual revenues of $50.0 million.
Easynvest operates a diverse technology stack with applications such as
Greenhouse ATS, Engageware Aivo AgentBot AI Platform and Microsoft 365,
covering areas like Applicant Tracking System, Chatbots and Conversational AI and Collaboration.
Easynvest has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Greenhouse, Engageware and Microsoft.
Easynvest recently adopted applications including
Amazon SES in 2021, Intuit Mailchimp Mandrill in 2021 and Cloudflare CDN in 2021,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Easynvest’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates Easynvest’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 Easynvest technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.