Portfolio
Projects
A selection of work combining simplicity, safety, accessibility and responsibility.
Europe Account Opening
@ BTG Pactual
Consolidated the entire European account opening process — previously manual across multiple teams — into a single graph-driven workflow with role-based stage assignments.
Reduced account opening time from 30 days to 2 days
Financial Movements Dashboard
@ BTG Pactual
Tactical dashboard consolidating internal financial movement data to support Business Managers in high-stakes decision-making with precise, real-time insights.
Improved decision quality, contributing to increased revenue and reduced client churn
Investor Family Tree
@ BTG Pactual
Interactive family-tree visualization for the Wealth Management team, mapping investor relationships and financial ties with an algorithm that handles edge cases like divorces and business partnerships.
Increased visibility into investor networks, enabling faster cross-selling and relationship-based advisory
Online Event Control
@ BTG Pactual
Centralized event management system integrating Teams and Zoom APIs with a dynamic day/week/month calendar, access control, and attendance tracking across internal teams.
Increased attendance accuracy and reduced scheduling conflicts across teams