Hub XP: feito para assessores 8.9.0

Access your customers' information from dynamic and intelligent data, all in real time. Organize your day better and stay focused on attracting new prospects and increasing the relationship with your customers. Monitor net funding, upcoming maturities and financial movements of your customers. Define the best strategies based on the performance metrics presented on the application's dashboard. Send the consolidated position and the history of the last month in PDF via Whatsapp, Messenger, SMS and email directly from your cell phone. Chat with your customers via Whatsapp, phone or email with just one click, through our one touch action functionality. Make your CRM mobile and access your sales funnel wherever you are. Hub XP is exclusive to advisors who work with XP Investimentos. If you are not yet an independent agent, register at: https://institucional.xpi.com.br/assessores/