List of Magnet Customer CRM Customers
São Paulo, 01001-000,
Brazil
Since 2010, our global team of researchers has been studying Magnet Customer CRM customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased Magnet Customer CRM for CRM from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using Magnet Customer CRM for CRM include: Prana Capital Brazil, a Brazil based Banking and Financial Services organisation with 16 employees and revenues of $5.0 million, Farol Capital Brazil, a Brazil based Banking and Financial Services organisation with 25 employees and revenues of $3.0 million, Legacy Investimentos Brazil, a Brazil based Banking and Financial Services organisation with 10 employees and revenues of $1.0 million and many others.
Contact us if you need a completed and verified list of companies using Magnet Customer CRM, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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Farol Capital Brazil | Banking and Financial Services | 25 | $3M | Brazil | Magnet Customer | Magnet Customer CRM | CRM | 2024 | n/a |
In 2024, Farol Capital Brazil implemented Magnet Customer CRM in the CRM category to manage capture funnels and advisor client interactions. The Magnet Customer CRM is recorded on the vendor client listing as the platform used by advisor teams in Brazil to track capture funnels, automate client communications and handle tickets. This positions the application as the primary CRM tool supporting front-office advisory workflows at the firm.
The implementation uses core CRM capabilities together with marketing automation and ticketing modules inferred from the vendor product pages, focusing configuration on capture funnel management, automated communication sequences and ticket workflow handling. Functional workflows include lead and prospect capture, campaign orchestration for advisor-client outreach, advisor tasking and ticket resolution routing. The configuration emphasizes advisor-facing automation and pipeline visibility consistent with CRM category practices.
Operational coverage is centered on advisor teams within Farol Capital Brazil and targets client acquisition, ongoing engagement and service ticket management as the main business functions. According to the vendor material, Magnet Customer CRM contributes to improved forecasting of net new money and better advisor-client engagement. Governance and rollout specifics are not detailed by the source, the observable signals point to a CRM-led reorientation of advisor communications and ticket handling at the firm.
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Legacy Investimentos Brazil | Banking and Financial Services | 10 | $1M | Brazil | Magnet Customer | Magnet Customer CRM | CRM | 2024 | n/a |
In 2024, Legacy Investimentos Brazil implemented Magnet Customer CRM, a CRM solution, to manage capture funnels, client onboarding and advisor follow ups across its Brazil operations. The company is shown on Magnet Customer's client page as a user of the Magnet Customer CRM, confirming vendor-referenced adoption of the platform.
Module usage is inferred from the vendor's platform features and centered on CRM contact and pipeline management, capture funnel tooling and automation workflows within Magnet Customer CRM. Configuration emphasis appears to include lead capture, opportunity records, onboarding sequences and automated advisor tasking to standardize follow ups and maintain opportunity visibility across sales and advisory processes.
Operational scope covered sales and advisory business functions for the firm in Brazil, with the CRM governing client facing onboarding workflows, ongoing advisor follow up and opportunity tracking across the advisory practice. The vendor positions Magnet Customer CRM as increasing visibility into opportunities and streamlining advisor touchpoints, which aligns with the implementation focus described for Legacy Investimentos Brazil.
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Prana Capital Brazil | Banking and Financial Services | 16 | $5M | Brazil | Magnet Customer | Magnet Customer CRM | CRM | 2024 | n/a |
In 2024, Prana Capital Brazil implemented Magnet Customer CRM in the CRM category to centralize investor relationships, automate relationship marketing, and manage advisor workflows. The deployment targets the firm’s wealth and asset management operations in Brazil, focusing on investor relationship management and advisor operations across investor relations, advisory teams, and client services.
The implementation uses Magnet Customer CRM modules inferred from vendor product descriptions, including core CRM capabilities, marketing automation, and ticketing workflow. Functional configuration emphasizes contact and portfolio segmentation, automated relationship marketing campaigns, case routing for client inquiries, and advisor workflow automation to coordinate tasks and client follow up.
Governance changes center on centralizing advisor workflows and standardizing relationship marketing processes, with operational ownership implied for advisory teams and client services. Magnet Customer CRM is listed by the vendor as deployed by Prana Capital, and the vendor cites improved relationship management and operational efficiency for financial advisory customers as observed outcomes.
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