In a segment accustomed to offering ready-made answers, () wants to encourage investors to ask more questions. It is with this premise that the campaign created by DPZ invites Brazilians to question the financial market, proposing a dialogue to make more conscious decisions aligned with the objectives of each client.
The launch on social media marks the beginning of the campaign, with the invitation to more than 70 XP advisors and clients to contribute questions that challenge traditional views on investments. An approach that expands the reach of the initiative and strengthens engagement with the audience.
Among the provocations are questions such as: “If the recommendation is the same for everyone, is it recommended for you?”, “?” and “Financial freedom is having money or knowing what to do with it?”.
The questions will also be developed in the digital environment, transforming common doubts about investments into content that helps investors better understand the financial market and the paths available to make more informed decisions.
“Without understanding, there is no real choice”
“The initiative is based on a simple belief: no one makes good choices without first asking good questions. With this concept, what we want is to start a movement, actually opening a dialogue with the public, not just a unilateral message. This is a reflection of our vision that the more the customer understands, the more power over their choices they have”, says Lisandro Lopez, CMO of XP Inc.
“The financial market sells a convenient idea: investing is complicated, best left to those who understand. This narrative serves the market, not the investor. XP was born to change this logic: without understanding, there is no real choice. This is a movement to give the power to decide back to Brazilian investors”, says Pedro Araújo, CCO at DPZ.
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The campaign also reinforces one of XP’s pillars: expanding the investor’s power of choice. The company was a pioneer in Brazil by operating simultaneously with different service models:
- Transactional Model, aimed at building portfolios for medium and long-term objectives;
- Fixed Fee Model, with broader management and focus on financial planning through a monthly remuneration;
- Consulting Model, which offers a 360º and holistic view of assets, even when distributed across multiple institutions.
All models have robust governance, supervision and profile adjustment processes, allowing each investor to choose the format most compatible with their objectives and moment in life.
“Ask. Understand. Choose” will be broadcast nationally on TV and digital platforms in 30”, 15”, 10” and 5” films, as well as OOH media, social networks, actions with influencers and other digital fronts.
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Best Investment Advisory in São Paulo
A — promoting financial education and democratizing access to quality investments.
Since then, Grupo XP has led a disruption in the sector by building a complete ecosystem of financial services, with solutions ranging from investments to credit, insurance and banking, in Brazil and abroad. Focusing on complete financial planning for investors, the company invests in excellence in serving the client as the main growth lever.
This commitment to quality is already reflected in important recognitions: XP was held by Folha de S. Paulo.
