"SoftExpert Suite has completely transformed the way we work. My manager always says, ‘SoftExpert takes care of everything,’ and it’s true — there’s hardly any automation or integration it can’t handle. By making the most of its features, we’ve redefined our operations. Now, everything we do is built on control, agility, and seamless integration, allowing us to serve our members better than ever."

Elizabeth Carvalho, Process Specialist, Primacredi CrediSIS

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Credit approvals are now 80% faster

What used to be handled through email is now fully automated, seamlessly connecting branches, credit teams, and approval workflows.

Effortless card requests

The new system applies predefined rules to approve member credit cards automatically. If further evaluation is needed, applications are instantly routed to approval committees.

Next-Level document management: 10,000+ files

SoftExpert Suite replaced a legacy system, centralizing over 10,000 digital documents and reducing access and retrieval times to just seconds.

Primacredi CrediSIS

As one of the fastest-growing financial cooperatives in Brazil’s thriving Mato Grosso region, Primacredi CrediSIS has been driving economic growth since 1990. Today, with a presence in 52 cities and over 22,000 active members, the cooperative manages a credit portfolio of nearly $290 million USD—empowering local businesses and communities like never before.

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Primacredi CrediSIS cuts credit approval time by 80% with SoftExpert

As one of the fastest-growing financial cooperatives in Brazil, Primacredi CrediSIS has been driving economic growth since 1990. But with expansion came the need to modernize internal processes. To boost agility, efficiency, and service excellence, the cooperative turned to technology as a key driver of digital transformation. The goal? Streamline operations, improve traceability, and support long-term growth.

Rapid expansion brings complexity. To sustain its momentum and continue delivering top-tier financial services, Primacredi CrediSIS knew it was time to upgrade its internal processes. The answer? A bold digital transformation strategy powered by SoftExpert Suite.

SoftExpert: enabling efficiency and innovation

When Elizabeth Carvalho joined Primacredi CrediSIS as a Process Specialist, SoftExpert Suite had just been implemented. With her deep expertise in the platform, she quickly saw its potential to enhance efficiency and drive innovation across core business operations.

"When I joined, the system was still in its early stages, and the cooperative needed someone to lead the project. I believed in the tool's potential and knew that with the right approach, we could turn our business operations into a model of efficiency and innovation," says Carvalho.

Streamlining operations with end-to-end automation

In just two years, SoftExpert Suite has digitized over 40 processes at Primacredi CrediSIS, bringing major improvements in efficiency, speed, and traceability. Automation has not only reduced errors and processing times but also provided better control and transparency, benefiting both cooperative members and internal teams.

Key Achievements:

Looking ahead: continuous improvement with SoftExpert

With over 40 new automation projects lined up, Primacredi CrediSIS is not slowing down. By embracing SoftExpert’s cutting-edge technology, the cooperative is setting new benchmarks in financial services—delivering faster, smarter, and more reliable solutions to its growing community of members.

Implementación y consultoría realizada por J2A - socio de SoftExpert

Con presencia en el mercado desde 2009, J2A Consultoría es una empresa especializada en la implementación, formación y soporte de SoftExpert Suite.

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