What does your client need?
I want to receive R$ 3,000 a month for the next 3 years.
From your client's goal to the investment product, in minutes.
Nexa Genesis gives bankers the infrastructure and intelligence to personalize investments to institutional-grade standards. Tailor-made products that used to take weeks to structure are now ready while your client is still on the call.
One sentence in. One product out.
Genesis turns the request into criteria for risk, term, index, cash flow and liquidity, reads the assets Nexa has selected and structures a new product, ready for you to review.
01Goal
Describe the client's goal, by text or by voice.
That request is where the product starts. No forms. No menus. No ready-made products.
02Analysis
Genesis reads the goal and works out the right mix of assets.
Genesis checks thousands of criteria in seconds, then selects the right mix from Nexa's vetted assets.
03Build
Nexa Genesis builds the product.
The selected assets are combined into a single product, optimized for that request and carrying institutional-grade governance. Settlement is one click away.
Term3 years
Cash flowR$ 3,000 a month
Risk
- AAA55%
- AA30%
- A15%
Composition
- Asset A42%
- Asset B33%
- Asset C25%
Final mix
Cash flow36 monthly payments
Issuance and settlement in one click
Fact sheet, documentation and the note for your client, ready to go.
Sharper recommendations. More time for the client.
Personalization used to be limited to big investors. Now it is available to all your clients.
From weeks to minutes
What took weeks to structure and hours to execute now happens in a conversation.
Personalization at scale
Every client gets a product designed specifically for them, and Genesis handles the implementation.
More revenue per client
Products clients want, because they were built for them.
Access to institutional-grade investments
Every asset that enters Genesis is selected by Nexa, which reviews where the payments come from, the risks and the terms of each deal. The product is born with the structure and governance of the capital markets, which used to be reachable only by large institutions and large fortunes.
Fractionalized assets. Combined for each client.
It lets assets be recombined in almost endless ways. Genesis weighs those combinations and organises the best of them into a product designed specifically for each client, settling in seconds and without the operating cost that meant only a few could access personalization.
The AI assistant built for the advisor
The same intelligence that builds the product monitors the cash flows, suggests optimizations and prepares the reports, from day one to maturity. It tells you when a payment lands and what to do with it.
Testimonials
“At Nexa we found a combination that is hard to find in this market: real curation, technology and solutions built for what we actually need. More than access to good investment theses, we found a strategic partner that pairs capital markets experience with a genuinely new way of thinking about products and portfolios for our clients.”
Marcelo CabralPartner at Citrino Gestão
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