Case Study

How XP is revolutionizing the market through a customer-centric strategy

As one of the fastest growing financial investment companies in Brazil and abroad, XP has more than 2.8 million customers and more than U$119 billion in assets under management, across three businesses.

XP needed a partner to help them close the loop with clients and prioritize actions and communications that would ensure customer satisfaction. The company needed a best-in-class provider to help monitor client feedback signals and make changes to provide the best experience.

Read the case study and find out how Medallia, combined with SMT’s service expertise, has enabled XP to build on its commitment to the customer experience, identifying promoters as being 5.7X more valuable than detractors in lifetime value.