Institutional BPO & Growth Ecosystem
Built by Operators.Delivered as Infrastructure.
End-to-end growth infrastructure for regulated entities entering Latin America. Not advisory. The battle-tested blueprint, fully operational from Day 1.
The Problem
Why global brokers fail in LatAm.
Unoptimized Generic Funnels
CAC runs 2 to 4x above benchmark when campaigns lack native market intelligence. Generic creatives fail to resonate with Brazilian, Argentine and Colombian retail investors.
KYC & Onboarding Friction
Up to 40% of qualified leads drop off during onboarding. Non-localized UX and remote support collapse conversion before the first deposit.
Cultural Misalignment in Sales
The "Remote Agent" trap: offshore teams without cultural fluency, local market knowledge or timezone alignment. Trust is built in person, or not at all.
Regulatory Blindspots
Without institutional-grade compliance framing across CVM, CNV, SFC, CMF and CNBV, campaigns create legal and reputational risk across every LatAm market.
The Solution
Eight capability areas. One integrated operation.
Everything a global broker needs to build a meaningful, lasting position in Latin America, delivered as turn-key infrastructure.
Influencer Network
Tier-1 PT/ES financial creators across Brazil and Latin America. Pre-established relationships get the message through to real qualified regional audiences, with audience quality filters for income profile, trading literacy and acquisition fit.
Education & Retention
Live education rooms, branded webinars and daily signals. Transforms leads into active, loyal traders. Retention as a revenue amplifier.
Regulatory Intelligence
Compliant editorial across CVM, CNV, SFC, CMF and CNBV. More than 20 years navigating LatAm frameworks, turning compliance into competitive advantage.
Physical Infrastructure
40+ seat operations hub and professional production studio in Florianópolis, SC. Ready from Day 1, reducing launch cost, execution risk and time-to-market delay.
BPO · Sales
Dedicated native sales squads. Omnichannel-integrated: voice, WhatsApp, Telegram & social inboxes. 100% broker data ownership.
BPO · Operations
Native KYC, 24/5 support across full LatAm timezones (BRT→CST). Time-to-Trade: days → minutes.
Digital Acquisition
Acquisition channels and AI-powered content engineered for conversion and revenue generation, not vanity metrics. Full-funnel attribution from first click to first deposit.
Tech Ecosystem
Trader SamurAI and BLKBOX are proprietary platforms generating pre-qualified inbound leads with significantly higher LTV than cold acquisition.
Why Adler
Five structural advantages built over more than 20 years.
100k+
Developed active client-base across LatAm
Top 3
Achieved market share in Brazil
20+
Years of front-line execution
5k+
Peak activated accounts in a month
1st
Team that helped secure the 1st full operating license for an international online broker in Brazil
Global Presence
A global team. Anchored in LatAm.
Senior specialists and partners operate across three continents, with Florianópolis as strategic HQ for LatAm execution and active presence in Europe and across the Southern Cone.
Florianópolis
HQStrategic HQ · LatAm Ops Hub · AI & Tech Center · Prime Mercosur connectivity
+55 48 99949-9826Buenos Aires
CNV intelligence · BD & partner relationships · Southern Cone institutional network
+54 9 11 6466-5333London
UK presence · FCA-regulated broker relationships · European institutional network
+44 7415304586Who We Serve
Built for regulated entities ready to own Latin America.
We are not a generic outsourcing provider. We are a strategic growth partner for regulated entities with the ambition and capital to build a meaningful, lasting position in Latin America.
Regulated Entity
Any entity regulated in its jurisdiction of origin, including MiFID II, ASIC, FCA, CySEC, FSCA or equivalent frameworks
LatAm Expansion Stage
Entering or scaling in Brazil, Argentina, Colombia, Mexico or Chile
Full-Funnel Investment Capacity
Committed to sustained market penetration through digital, physical and content infrastructure
Compliance-Ready
Willing to adapt to CVM, CNV, SFC, CMF and CNBV frameworks per market
Performance-Oriented Culture
KPI-driven: FTD, DOAS and LTV as primary success metrics
Long-Term Market Position
Building a durable brand in Latin America, not a short campaign cycle
The Decision
Partner with the Leaders.
Build your legacy in Latin America alongside the team that has already done it. More than 20 years of experience, infrastructure, network and the exact blueprint for your company to build a lasting legacy in Latin America.
© 2026 Adler Strategic Consulting. All rights reserved.
Rua Vitor Konder, 223, sala 401-B, Centro, Florianópolis - SC, Brasil · CEP 88.015-400