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Organize and control every stage of your consortium operation
With secure and integrated tools, we provide the essential resources to manage consortiums – combining automation and quality.
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Agility for your sales team with omnichannel access

Via app, web, or mobile devices, your representatives access an intuitive platform to register proposals, manage commissions, and track the sales funnel in real time— perfect for agile, decentralized operations.

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Seamless and secure end-to-end journey

Provide your consortium members with a seamless digital experience featuring smart onboarding (OCR, facial biometrics), legally valid electronic signatures, and automated processes from simulation to allocation.

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Automated credit management workflow

Orchestrate every stage of credit release with customized rules. From document analysis to approval, the process ensures full traceability, defined deadlines, and seamless integrations with B3, Fepweb, and S-Works.

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Automated and customizable allocation

Reduce manual effort through automated assembly processing, bid management, and smart amortizations. The solution adheres to all administrator rules, ensuring accuracy and compliance.

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Smart collections with multichannel strategy

Automate your collection strategy with preventive actions, personalized notifications, and digital negotiation options -fully integrated with platforms like SERASA, SPC, and payment methods such as PIX and cards.

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Integrated and reliable management at every stage

With connected modules, audit trails, and real-time indicators, our solutions ensure full control of your consortium operation, regulatory compliance, and enables faster, safer decision-making.

Manage your consortium operation strategically
Transform consortium management with technology that streamlines routines, connects processes, and empowers your operation with greater autonomy.

Simplify consortium management

With Evertec’s consortium solution, your company gains agility, minimizes operational risks, and ensures compliance in today’s increasingly digital, regulated, and competitive environment.

Fewer risks, more alignment

Avoid errors and discrepancies across group companies with a unified database, standardized rules, and integrated visibility.

Efficiency throughout the journey

From lead entry to allocation, every step is supported by digital tools that minimize time, manual effort, and administrative costs.

Compliance and legal security

Ensure compliance with Bacen regulations through solutions such as SAG, audit trails, and automated document generation—with comprehensive support.

More visibility, more control

Access analytical dashboards, financial reports, and strategic indicators to enable safer and more informed decision- making decisions.

Ready to grow without losing control

Achieve operational scalability through advanced technology, API integration, and the flexibility to expand channels, products, and groups

Simplify complexity.

A robust core platform to streamline your financial architecture and accelerate innovation.

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Rely on our expertise in consortium management

Real data demonstrating our solutions’ capability to manage complex, large-scale operations daily.
57,000

allocations processed in a single assembly

1.581 million

shares sold in one operation

generating R$106 million in credit — including the acquisition of an aircraft

83,000

payments and refunds

totaling R$172 million in processed credits

28,000

recorded sales

moving R$2.2 billion in credits

1.6 million

issued collections

equivalent to R$1.3 billion in receivables

1.7 million

updated payments (invoices and direct debits)

totaling R$1 billion in actual contributions received

Leaders trust Evertec

Discover how our solutions have driven transformation and growth for large companies.

Clic Air: Taking off towards efficiency and security in your payments with Evertec

FinanCard launches its new digital wallet linked to a prepaid Mastercard processed by Evertec

Coocique offers its cardholders more secure transactions with the support of Evertec®

Coocique continues its commitment to the digitalization of payments after implementing Zunify from Evertec®

Discover our solutions for your business

Learn how our platforms and services help your institution grow, from digital transformation to regulatory compliance.

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