Doutor Finanças - Company Research Report
Company Overview
Name, Mission of the Company
- Name: Doutor Finanças
- Mission: Help people achieve financial well-being, primarily through better financial decisions regarding home loans, consolidated credit, and insurance.
Foundation and Leadership
- Founded: 2014
- Founders: No information available
- Key People:
- Rui Bairrada, Chief Executive Officer
- Cláudio Santos, Administrator of Digital Home Loans and Doutor Finanças Network
- Hugo Rosa Ferreira, Chief Strategy Officer
- Iolanda Gonçalves, Administrator of Consumer Credit
- Irene Vieira Rua, Chief People Officer
- João Saleiro, Chief Technology Officer
- Nuno Leal, Administrator of Digital Home Loans
- Paulo Velho Cabral, Chief Financial Officer
- Ricardo Santos, Chief Brand Officer
- Rui Costa, Insurance Administrator
- Sérgio Cardoso, Chief Education Officer
Company Headquarters and Employees
- Headquarters: Av. José Gomes Ferreira 11, Edifício Atlas II, piso 1, sala 11, 1495-139 Algés, Portugal
- Number of Employees: No information available
Revenue
- Revenue: No information available
Reputation and Key Offerings
- Known for: Enhancing financial literacy and providing financial consultancy services, particularly in home loans, consolidated credit, and insurance.
Products
Product Overview
Doutor Finanças offers the following key products:
1. Home Loans:
- Description: Advisory services to find the appropriate housing loan tailored to individual needs.
- Key Features: Competitive interest rates, personalized service, processing assistance until completion.
2. Credit Consolidation:
- Description: Merges multiple credits into a single credit with better conditions.
- Key Features: Lower interest rates, reduced monthly installments, simplified management of debts.
3. Insurance:
- Description: Finding adequate insurance coverage for life and non-life requirements.
- Key Features: Comparative quotes from different insurers, tailored insurance packages matching client profiles.
4. Energy Solutions:
- Description: Advice on how to make homes more energy-efficient and sustainable.
- Key Features: Cost-saving energy solutions, partnerships with energy efficiency providers.
Product Details
- Home Loans: Offers access to various banking partners to secure the most favorable terms and reduced overall costs for home buyers.
- Credit Consolidation: Simplifies debt management by consolidating multiple loans, resulting in more manageable monthly payments and potentially lower overall interest charges.
- Insurance Services: Comparison of insurance options to ensure clients obtain the most value for their money in life and non-life insurance products.
- Energy Efficiency Solutions: Recommendations and solutions for decreasing household energy consumption.
Recent Developments
Key Developments in 2023
- Corporate Expansion: Opening of the first physical stores under the Doutor Finanças network to provide face-to-face consultations.
- Literature Contributions: Release of the book "Ganhar, Poupar, Investir" and launch of the children's theater play "Doutor Finanças e a Bata Mágica."
- Digital Initiatives: Launched the mobile app for easier customer engagement and process tracking.
New Products and Features
- Offline Campaigns: National level offline campaigns were introduced to increase brand visibility.
- Theater for Financial Literacy: Introduction of an educational theater play aimed at enhancing financial literacy among children.
Partnerships and Recognitions
- Awards and Recognitions:
- Great Place to Work 2022-23
- Best Workplaces 2023 - 4th place in Portugal for medium-sized companies
- Top 30 Portugal Fintech Report
- Technology Fast 50 2023 by Deloitte
- Consumer Choice Awards for “Intermediário de Crédito” and “Portal de Literacia Financeira”
- Recognition in various banking partnerships for excellence and performance.
Note: Some sections have "No information available" due to unavailability of specific data from the provided source.
