Adriana Casaqui

I've built and managed client relationships across Brazil's financial services sector, with 17 years focused on onboarding, account management, retention, and customer value.

At XP Investimentos | Blue3, I built a portfolio from zero to 96 high-net-worth clients representing approximately R$80 million in assets under management. I led onboarding, personalized success plans, KPI monitoring, product adoption efforts, and escalation resolution, achieving an NPS of 97%.

At Sicoob, I helped grow managed assets fivefold to R$250 million while reducing delinquency from 38% to 8%. I also coordinated customer engagement, identified expansion opportunities, delivered training, and improved service through data-driven customer lifecycle strategies.

Earlier, I led customer experience initiatives as Sicoob expanded from three to 16 branches, standardizing onboarding and supporting a record R$10 million consortia sales campaign. I bring a proactive, relationship-focused approach to turning customer feedback and data into sustainable growth.