Sao Paulo, 04551-060,
Brazil
XP Investimentos Brazil Technographics
Discover the latest software purchases and digital transformation initiatives being undertaken by XP Investimentos Brazil and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 7442 XP Investimentos Brazil employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that XP Investimentos Brazil has purchased the following applications: sisCallCenter for Call Center in 2023, New Relic APM for Application Performance Management in 2018, Runrun.it for Project Portfolio Management in 2020 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems XP Investimentos Brazil is running and its propensity to invest more and deepen its relationship with Pluri Sistemas , Twilio , Contentsquare 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 XP Investimentos Brazil revenues, which have grown to $3.40 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 XP Investimentos Brazil 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.
CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Pluri Sistemas | Legacy | sisCallCenter | Call Center | CRM | n/a | 2023 | 2023 |
In 2023, XP Investimentos implemented sisCallCenter, a Pluri Sistemas solution in the Call Center category, to support CRM and contact-center processes across its Brazil operations. The engagement is described by the vendor as covering CRM and contact-center process integration and was positioned to centralize interaction handling for customer service and advisor support teams.
Deployment included configuration of CRM-facing contact-center modules within sisCallCenter, operator desktops for unified interaction handling, contact routing and queuing logic, and standardized case management and reporting capabilities. sisCallCenter was configured to centralize customer interaction records and standardize operator workflows, aligning front-office procedure with contact handling protocols to improve data consistency.
Integrations focused on synchronizing CRM records and multichannel contact handling with XP Investimentos operational systems in Brazil, and on connecting the call-center application to telephony and messaging channels to enable unified interaction histories. Operational scope covered contact-center teams and CRM users supporting sales, customer service, and advisor support functions within XP Investimentos Brazil.
Governance changes emphasized standardized interaction logging, operator productivity tracking, and process controls to enforce data quality and handoff rules during rollout. The vendor reports improved information reliability and operator productivity as outcomes tied to the sisCallCenter implementation and the CRM contact-center process alignment.
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Customer Data Platform | CRM |
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2018 | 2018 |
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Customer Experience | CRM |
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2018 | 2018 |
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Digital Advertising Platform | CRM |
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2018 | 2018 |
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Marketing Analytics | CRM |
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2018 | 2018 |
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Marketing Analytics | CRM |
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2018 | 2018 |
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Marketing Automation | CRM |
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2018 | 2018 |
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Tag Management | CRM |
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2018 | 2018 |
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Tag Management | CRM |
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2018 | 2018 |
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ITSM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| New Relic | Legacy | New Relic APM | Application Performance Management | ITSM | n/a | 2018 | 2018 |
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PPM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Runrun.it | Legacy | Runrun.it | Project Portfolio Management | PPM | n/a | 2020 | 2020 |
In 2020, XP Investimentos implemented Runrun.it as a Project Portfolio Management application within its Brazil marketing organization, centralizing demand intake and standardizing how campaign and content requests were captured. The deployment focused on creating a single intake channel, automating task distribution to subject owners and vendors, and delivering visual dashboards that improved cross-team visibility into work status and queues.
Runrun.it was configured to leverage task and project management, time tracking and reporting capabilities typical of Project Portfolio Management platforms, enabling standardized ticket intake, SLA-oriented assignment and consolidated progress reporting. The implementation emphasized workflow automation for routing and prioritization and instrumented dashboards for throughput and bottleneck monitoring to support planning and execution.
Operational scope covered the marketing department in Brazil, with rollout aimed at intake coordinators, campaign managers and execution teams. Governance changes included formalized intake criteria, defined handoff points and reporting cadence to central leadership to ensure consistent prioritization and accountability. XP Investimentos reported an approximately 400 percent increase in project throughput within six months after adopting Runrun.it, attributing the gain to centralized intake, automated distribution and improved visibility.
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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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2018 | 2018 |
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Application Hosting and Computing Services | IaaS |
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2021 | 2021 |
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Content Delivery Network | IaaS |
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2018 | 2018 |
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Content Delivery Network | IaaS |
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2021 | 2021 |
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Domain Name System (DNS) | IaaS |
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2018 | 2018 |
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Domain Name System (DNS) | IaaS |
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2021 | 2021 |
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CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Secure Email Gateways (SEGs) | CyberSecurity |
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2022 | 2022 |
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Secure Sockets Layer (SSL) | CyberSecurity |
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2018 | 2018 |
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