Discovery
Content and specialized pages connect each visitor to the relevant solution.
CASE 003 · FINTECH · UX/UI · CRM
Tripoli Investimentos.
A digital experience turning financial interest into a consultative journey: connected content, simulations, service and sales operations.
01 / THE CHALLENGE
Organizing an operation with many entry points.
Consortium plans, insurance, credit, banking, vehicles and investments create different intents — all of which must reach the advisor with context.
The experience had to turn complex financial products into understandable decisions for individuals and companies without reducing service to a generic sales pitch.
The operational challenge was turning distributed channels into organized opportunities: origin, interest, owner, stage and next step.
02 / JOURNEY
From intent to relationship.
Exploration
B2C/B2B navigation organizes the portfolio and reduces complexity.
Simulation
Calculators turn assets, timing and cash into comparable scenarios.
Contact
Forms, WhatsApp and quotations capture intent and initial context.
Qualification
The team understands profile, product, urgency and viability.
Advisory
CRM and history support proposals, documents and follow-up.
03 / CRM & PIPELINE
Clarity for sales operations.
Opportunities in context
DEMONSTRATIVE REPRESENTATIONSOURCEUTMChannel identified
PROFILEB2C/B2BSegmented journey
PRODUCTS360°Multi-solution view
NEXT ACTION→Owner and due date
New lead
Opportunity #248WEALTH SIMULATOR
Qualification
Opportunity #239DIAGNOSIS SCHEDULED
Strategy
Opportunity #226SCENARIOS IN REVIEW
Proposal
Opportunity #214DOCUMENTATION
04 / CONTRIBUTION
Design, technology and business in one flow.
Process UX
Sales rules translated into clear stages, actions and states.
CRM UI
Hierarchy, components and pipeline views that make opportunities comparable.
Sales pipeline
Qualification, diagnosis, strategy, proposal and follow-up.
Lead context
Source, profile, product, owner, history and next activity.
Website & SEO
Content architecture, metadata, search intent and specialized pages designed to increase discovery and organic acquisition.
Teamwork
A collaborative UX/UI and development contribution, without claiming sole authorship.
05 / ORIGINAL LAYER
From search intent to a relationship with context.
It is not just about traffic. It is about understanding intent.
Knowledge that follows the commercial journey.
The layer created by Matheus turns public signals and market questions into a searchable knowledge base. Automation, RAG, UX and SEO organize the path from discovery and education to simulation and service—with context for both people and operations.
DATA, AUTOMATION AND AI LAYER CREATED BY MATHEUS · TRIPOLI PRODUCT BUILT COLLABORATIVELYTraffic without context
Content and pages answer specific intents, not just keywords.
Scattered knowledge
The vector base brings products, questions and journey stages into one system.
From click to advisor
The experience preserves context to reduce friction between discovery and service.
06 / REAL PRODUCT
An evolving financial operation.
STATUS / IN PRODUCTION
Real contribution. Collaborative work. Real product.
The CRM representation is demonstrative and does not expose internal data or unverified metrics.
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