The year 2023 was very special and important for InvestSmart , an investment advisory company that is a client of Digisac . The firm achieved the position of top 1 firm at XP – the largest brokerage firm and investment group in Brazil.
It was based on the work carried out over the past year that the company managed to achieve something it had been seeking for a long time: reaching the top 1 of the G20 group formed by 20 offices.
But what led them to this? Data analysis combined with the team's work france phone number library and effort to transform the numbers collected into improvements.
Among the criteria that placed the office in this position, customer service and quality of services stand out.
XP Top 1: Digisac improves InvestSmart services
Now you may be thinking: but how did Digisac and customer service contribute to reaching XP's top 1?
InvestSmart joined Digisac in 2019, when they were still using personal WhatsApp for communications with clients. It was in this year that they saw the need for an institutional channel.
In 2022, the platform was implemented across all areas of the company and data extraction began. The first metric to draw attention was the average first service time (AMT): at that time it was 4 hours.
XP Top 1: see how InvestSmart achieved this result
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