Few clients, by choice. Deeper teams.

tools don't deliver.
we do.

CRM, agentic technology and data platforms for enterprises operating at high complexity. Depth forged inside Brazil's largest financial institutions.

SalesforceAWSGoogle CloudAnthropicDatabricksInfobipFive9DocuSignTuvis

Enterprises that trust our results

SicrediBTG PactualStoneB3Banco MercantilSantanderGrupo PrimoAgiExameEQISicrediBTG PactualStoneB3Banco MercantilSantanderGrupo PrimoAgiExameEQI
The window is now

Four patterns of the agentic shift we see across enterprises.

For each pattern, an execution path with scope, timeline and success criteria defined before the first sprint.

We don't worship platforms. We operate on top of them.

Four capabilities.
One technical bar.

We recommend what solves the problem, not what we have to sell. The capabilities below run in clients today — not roadmap.

Enterprise CRM

A CRM that keeps up with the business

Implementation, modernization and integration of CRM in highly regulated environments with complex architecture. Focused on revenue, efficiency and real adoption.

Re-implementation without starting from scratch, diagnostic before a single line of code.Learn more
Agentic technology

Agents in production, not in pilot

Squads where agents are part of the development team, with a human in the loop. GenAI with architecture, data and integration ready for day-to-day operation.

4 of 6 stages of our own product development already run by agents.Learn more
Data Platforms

A data foundation that sustains AI

Data architecture, governance and pipelines that make generative AI and agents viable in production. Without that foundation, the rest becomes an expensive POC.

Data engineering that talks to CRM, contact center and the agentic layer.Learn more
Service & Messaging

Every interaction in the right context

Cloud contact center and omnichannel messaging integrated with the CRM. A unified view of the customer — WhatsApp, voice, email, SMS, push.

Multichannel orchestration without fragmenting the journey or the data.Learn more
We apply what we learn in practice

XCL's own products.

When the depth of the problem goes beyond what the platform solves, we build. Two products in production today.

Gen AIXCL Product

ActSense

XCL's multichannel Gen AI solution. Real-time sentiment analysis, data and CRM integration to drive actionable steps during every interaction — not a report afterward.

From analysis to action, within the same conversation cycle.Learn more
MessagingXCL Product

BYOC

Omnichannel, multi-provider messaging platform with a unified channel interface integrated with the CRM. Scalable, with new features shipping to production every month.

High customization and unified data without rebuilding the ecosystem.Learn more
AI + AutomationXCL Product

AptSense

AI and automation platform for technical recruiting — it finds, enriches and ranks candidates end to end, with a human at the decision point.

From search to outreach in a single pipeline: more reach and screening per recruiter.Learn more
Few clients, by choice

Results in production,
not sales slides.

Every case is a relationship measured in years — not a one-off project. It's what happens when the choice is density, not volume.

30%
more efficiency with GenAI in code construction
Sicredi
Client since 2018
Challenge
Branches without Salesforce access needed to look up cases in real time, with security and data segregation, without expanding licenses.
Solution
Integration between Salesforce and the Applications Portal via React + APIs, with access controlled per branch/cooperative.
FinanceCRMGen AI
+14%
in sales team performance
Banco Mercantil
Client since 2023
Challenge
Sales agents spent excessive manual effort prospecting by phone, reducing campaign efficiency.
Solution
Integration of FSC with the Five9 auto-dialer, a unified campaign interface and rescheduling directly in Salesforce.
BankingCCaaSFive9
100%
transparent transition for the end customer
BTG Pactual
Client since 2020
Challenge
Migrate the WhatsApp channel to Enhanced Bots while keeping Salesforce integration and template continuity.
Solution
A BYOC migration strategy with no losses, preserving existing flows and expanding scalability.
BankingBYOCMessaging
See all cases
Leadership

Who sits at the table with you.

The buying decision speaks directly with whoever delivers — not with a layer of management between you and the problem.

André Ricardo

André Ricardo

CEO22 years in CRM consulting. Led transformation projects at some of Brazil's largest financial institutions.
Rubens Veronez

Rubens Veronez

CTONearly 20 years in banks and fintechs. Specialist in data architecture, agentic platforms and high-complexity integrations.
Marcos Souza

Marcos Souza

Head of Operations30+ years in technology. Responsible for delivery, squad management and risk-free go-lives in regulated environments.
How we can help
Who we are

Technical depth forged
where mistakes are expensive.

A Brazilian boutique for CRM, data and Gen AI, with DNA in the financial market. We don't deliver a tool — we deliver the result it promises.

10+
Years in production, not in pilot
150+
Projects delivered
98%
Client satisfaction
A reference in the financial market

Profiles that have operated inside Itaú Unibanco, BTG Pactual, Banco Mercantil, Sicredi, Cresol, EQI and Agibank. We know compliance, latency and regulation — with no learning curve to reach production.

tools don't deliver. we do.

How we engage

It starts with a diagnostic.
It continues with delivery, at our risk.

A single point of entry and an execution model defined before the first sprint.

Point of entry

Strategic Diagnostic

A paid, short and objective engagement: we map the problem, scope and success criteria before any execution.

Execution

Fixed price or outcome-based

After the diagnostic, delivery runs on a fixed price per scope or tied to outcome — agreed before we start.

Format

Dedicated squad, 2-week sprints

A multidisciplinary team with humans and agents in the loop, a biweekly rhythm with a demo and review each cycle.

Scale

Enterprise engagements

A few large clients at a time — depth, not volume. Relationships measured in years.

Explore the Strategic Diagnostic

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