Clients scale Potential upsell opportunities from their custody services and long-term relationship model to offer more advanced investment products, advisory enhancements, or premium reporting tools that align with their high-trust, customized portfolio approach.

Tech enablement Leverage their existing tech stack and digital touchpoints (WordPress, Google Workspace, Slack, WhatsApp Business, analytics tags) to introduce integrated marketing automation, client onboarding optimization, and secure data sharing solutions that improve efficiency and client experience.

Analytics leverage Explore partnerships around advanced client analytics, portfolio simulation, and NPS-driven improvement programs to help them further differentiate through measurable client satisfaction and performance insights.

Growth readiness With a lean headcount and strong assets under custody, there is room to scale back-office tech, compliance, or fintech integrations to support growth without compromising risk controls.

Competitive positioning Position offerings that complement their XP Investimentos affiliation and custodian footprint, such as cross-border or product diversification solutions, enhanced reporting, and advisor tools that reinforce their long-term relationship model.