echoloc

Safra Tech Stack

Brazilian private bank scaling wealth management and credit operations

Banking São Paulo, São Paulo 10,001+ employees Privately Held

Safra is a 10,000+ person private bank headquartered in São Paulo with 180 years of family ownership and operations across 22 countries. The tech stack reveals a hybrid infrastructure: Microsoft Office automation (Power Automate, Power Apps, SharePoint, Power BI) dominates workflow modernization, while Python, PySpark, SQL, and Cloudera handle data pipeline work—a pattern consistent with a traditional financial institution layering cloud analytics onto legacy systems. Active hiring is sales-heavy (32 roles) with small but intentional engineering and data teams (3 each), suggesting incremental digitalization rather than platform reinvention.

Tech Stack 68 technologies

Core StackPower Automate Power Apps Power BI Python PySpark Google Analytics Google Ads Optimizely JavaScript Node.js MongoDB Excel Microsoft Office WhatsApp SharePoint Cloudera SQL Git i2 Analyst's Notebook Cockpit R VBA PowerPoint Google Tag Manager Meta Pixel VWO HTML CSS Word Google Analytics 4+37 more

What Safra Is Building

Challenges

  • Prospecção de parcerias com corretoras de seguros
  • Optimizing conversion rates
  • Ensuring origination quality
  • Protecting credit
  • Fraud detection and prevention
  • Managing production and collection indicators
  • Risk reporting
  • Improving conversion rates
  • Reducing false positives
  • Automating investigation flows

Active Projects

  • Automate workflows with power automate, power apps, sharepoint, power bi
  • Integrate data with i2 analyst notebook
  • Prospect event structuring
  • Ai platform
  • Automating investigation flows
  • Defining dlp policies
  • Digital onboarding journey for consigned loans
  • Implantação de parcerias com corretoras de seguros
  • Treinamento e ativação de novos corretores
  • Training new offices

Hiring Activity

Accelerating80 roles · 35 in 30d

Department

Sales
32
Finance
19
Marketing
8
Product
6
Data
3
Engineering
3
Security
3
Ops
2

Seniority

Mid
43
Senior
17
Manager
8
Intern
6
Junior
6
Company intelligence

Find more companies like Safra by tech stack, pain points and active projects

Get started free

About Safra

Safra operates a full-service private banking and wealth management business across Brazil, offering investment advisory, asset management, credit facilities, securities brokerage, and treasury services. The organization spans retail customers, corporate clients, and high-net-worth segments, with branches and units distributed nationwide. Current projects focus on operational efficiency—automating investigation and workflow processes, building digital onboarding journeys for credit products, and integrating investigation tools—alongside business development in insurance broker partnerships and sales training for new offices. Pain points center on origination quality, fraud detection, credit risk management, and conversion optimization across loan and investment products.

HeadquartersSão Paulo, São Paulo
Company Size10,001+ employees
Hiring MarketsBrazil

Frequently Asked Questions

What tech stack does Safra use?

Safra runs Microsoft Office suite (Excel, Power Automate, Power Apps, Power BI, SharePoint) for workflow automation, Cloudera + SQL + Python + PySpark for data engineering, and Google Analytics, Tag Manager, and marketing optimization tools for digital channels.

What is Safra working on?

Safra is automating investigation and workflow processes using Power Automate and Power Apps, building digital onboarding for consigned loans, expanding insurance broker partnerships, and training new sales offices. Parallel focus areas include fraud detection, credit risk reporting, and conversion rate optimization.

Similar Companies in Banking

Other companies in the same industry, closest in size