Banks and Brokerages

What your institution gains from this

Technical reinforcement for internal analyses

Use conversations with specialists to validate reports, clarify uncertainties, and enrich assessments with perceptions from people who know the market in practice.

Regulatory safety in the interactions

All connections are made within a strict compliance framework, with NDAs and prior validations. It’s knowledge delivered with responsibility.

Competitive advantage for your institutional clients

By using Wivenn, your brokerage or bank begins offering access to qualified, first-hand knowledge, adding real value to your clients’ decisions.

Inputs to build materials and exclusive reports

After each connection, your team accesses transcripts or executive summaries ready to support internal studies or be shared with the funds you advise.

Success cases

Stronger economic forecasts, straight from the source

Investing in Argentina without falling into pitfalls

Evaluating stocks in the healthcare sector

A chief economist needed to revise his projections for Mexico, refining his inflation and GDP models after changes in fiscal and monetary policy. Even with official data, he wanted a more accurate view of the local scenario.

How does the Mexican market interpret the Central Bank’s signals?

What is the reliability level of the published fiscal numbers?

What should be expected from exchange-rate policy and inflation in the coming quarters?

This is where Wivenn comes in

In a few days, Wivenn connected the economist with two specialists: a former director of macroeconomic analysis at a Mexican financial institution and an independent consultant with a history of collaboration with the local government and multilateral entities.

The outcome

The projections were adjusted based on data interpreted with more context, strengthening the broker’s internal analyses and offering its clients more well-supported reports for investment decisions in Mexico.

‍This is the role of an Expert Network: delivering immediate access to field intelligence, connecting professionals from the financial sector to specialists with strategic insight and practical experience, anywhere in the world.

A high-net-worth client wanted to invest in Argentina. The advisor saw the risk of basing the recommendation only on public reports and generic projections. Many questions came up:

Is the political environment minimally stable for the entry of foreign capital?

How can the current fiscal policy impact the investment’s profitability?

Are there effective mechanisms for capital repatriation and currency protection?

This is where Wivenn comes in

To offer more strategic support, the brokerage turned to Wivenn, which connected them with local specialists: a former director of Argentina’s Central Bank and an economist with experience in regional LatAm-focused funds.

The outcome

The brokerage expanded its ability to guide the client with realistic data, mapping the risks involved and presenting possible operating paths with greater safety.

‍This is the role of an Expert Network: turning doubts into clarity, connecting financial institutions and their clients to specialists who know the sector from the inside, with technical grounding, agility, and full confidentiality.

Your brokerage is supporting a fund analyzing a healthcare company with solid indicators.The critical point is the regulatory viability of an operating model not yet tested in Brazil.The team wants to move forward, but has doubts about how this works in practice:

Is it really viable from an operational and legal standpoint?

Is there any entry barrier that isn’t visible in the reports?

Have other companies tried something similar and failed?

This is where Wivenn comes in

In a few days, we connected you with two former executives from the sector who led similar projects in major operators, providing a direct conversation: what worked, what didn’t, where the bottlenecks were. All of this in a conversation protected by NDA and conducted with surgical focus.

The outcome

The thesis gained a new structure. The brokerage was able to guide the fund with confidence regarding real risks that didn’t appear in the pitch, strengthening its role as a strategic partner and not just an intermediary.

‍This is the role of an Expert Network: escaping from an analysis based on assumptions and delivering guidance supported by those who have already faced that battlefield.

Market context with people who actually operate in the sector

Why contact with specialists makes a difference

What your institution gains from this

Success cases

Ready to make decisions whit more confidence?