Hub XP: feito para assessores

Features Hub XP: feito para assessores

Access your customers information from dynamic, intelligent data, all in real time. Organize your day better and stay focused on capturing new prospects and increasing relationships with your customers. Monitor net funding, upcoming maturities and financial movements of its clients. Define the best strategies based on the performance metrics presented in the application dashboard. Send consolidated position and last months history in PDF via WhatsApp, Messenger, SMS and email directly from the mobile. Chat with your customers via WhatsApp, phone or email with just one click through our one-touch action feature. Make your mobile CRM and have access to your sales funnel on the go. The XP Hub is unique to advisors who work with XP Investments.
If you are not yet an autonomous agent, register at: https://institucional.xpi.com.br/assessores/