Description
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 month's 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/
User Reviews for Hub XP: feito para assessores 1
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for Hub XP: feito para assessores
Hub XP provides real-time access to dynamic customer data, helping advisors organize their day efficiently and enhance client relationships.