Transforming Receivables Management and Governance at RJI Investimentos with BRITech

Founded in 2009, RJI is an asset management firm focused on offering clients investment products designed to deliver above-market returns, combined with differentiated service through customized and secure solutions.

We spoke with Silmara Bastos, Financial Services Manager, who highlighted the importance of BRITech’s solutions in RJI’s operations.

The Challenge

RJI needed a software solution to efficiently manage receivables and generate monthly and quarterly reports, as well as a solution to support structuring and governance processes.

The Solution

With BRITech’s Receivables Management platform, RJI gained greater efficiency and agility in managing its FIDCs. Silmara describes the implementation process as highly positive:

“It took 90 days, and the BRITech team proved to be extremely responsive and agile.”

Regarding the Structuring and Governance platform, Silmara highlights how the solution’s sequential workflow has significantly improved the governance and structuring of operations.

“For example, an employee can access the system and follow the entire process, from onboarding through document filing, within a very well-structured workflow.”

Reporting

“It is very easy and intuitive to generate reports. Recently, ANBIMA raised a specific point regarding FIDCs, and within a short period of time we were able to obtain the necessary information directly from the system. The reports contained all the required data, and the report generated by the platform was the same one we submitted to ANBIMA,” says Silmara.

Regulatory Compliance

BRITech continuously keeps its solutions aligned with regulatory requirements. Silmara highlights the accessibility and responsiveness of the team:

“The ease of communicating with our service provider is impressive. I explain what we need for a particular regulatory requirement, and shortly afterward we receive a response.”

She emphasizes BRITech’s agility and efficiency in addressing regulatory matters.

Benefits

The ability to communicate effectively with the BRITech team has been one of the key differentiators in RJI’s experience.

“What impressed me most about BRITech was how easy it is to communicate with the team and how responsive they are in delivering what we need.”

In addition, BRITech’s solution has helped mitigate operational risks and provides clear support whenever inconsistencies are identified.

Beyond the record-time implementation, Silmara also highlights the platform’s integration capabilities:

“Integration with other solutions, especially Power BI, has made our operations even more efficient.”

When asked whether she would recommend BRITech, Silmara is clear:

“For me, BRITech is the best solution available in the market.”

“I have complete confidence in the platform. It provides the capabilities we need to optimize the monitoring of credit-rights portfolios, as well as our structuring and governance processes.”

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