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Our units

Berrini Unit - Rua James Joule, 65, 4º andar, Cidade Monções, São Paulo/SP
Paulista Unit - Alameda Joaquim Eugênio de Lima, 680
1º andar, Jardim Paulista, São Paulo/SP
Vila Olímpia Unit - Cubo Itaú - Alameda Vicente Pinzon, 54, Vila Olímpia, São Paulo/SP

Contact us

55 11 4040-9751 - Berrini 
55 11 2189-0061 - Paulista
contato@opiceblum.com.br

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Innovation in Financial Services

The financial and banking markets are constantly transforming thanks to technological advancements, innovation initiatives led by regulators, as well as the needs of customers who consume products and services offered in digital media.

We advise Financial Institutions, Payment Institutions, Credit Cooperatives, Fintechs, Exchanges, Insurers, International Payment Facilitators, Financial Market Associations, Direct Credit Companies, and Peer-to-Peer Lending Companies on various topics addressed by the sector's Regulatory Bodies, in addition to traditional Compliance topics and the development of new projects.

Services

Open Finance;

Open Insurance;

PIX (Brazilian instant payment system);

Blockchain and Cryptocurrencies;

Regulatory Sandbox;

Projects involving Digital Assets;

Regulatory Compliance (AML, Risk Management, Cybersecurity, etc.);

Advisory services for the establishment and operation of payment institutions;

Data protection issues specific to the financial sector;

Analyses of new projects, products, and services involving financial services;

Assessment of the risk of Third Parties (Banking Correspondents and critical suppliers) in light of the requirements of Resolution 4.893/21;

Training related to the topics indicated above.

Our specialist team

Alessandra Borelli

Partner
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Camilla Jimene

Partner
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Danielle Serafino

Partner
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Florence Terada

Partner
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Henrique Fabretti

Partner and CEO
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José Roberto Opice Blum

Founding Partner
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Marcos Gomes da S. Bruno

Partner
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Renato Opice Blum

Founding Partner and Chairman
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See others practice areas

With rapid advances in algorithms and data processing, AI has impacted various sectors, such as healthcare, finance, and education. However, its increasing adoption raises ethical and legal questions, such as responsibility for automated decisions, data protection, and impacts on the labor market. The discussion about AI is fundamental to ensuring that its development and use are beneficial and equitable for society.

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Our Corporate and Digital Education team offers exclusive and customized content aligned with the needs of each client to raise awareness among employees and third parties about relevant topics involving Digital Law, Artificial Intelligence, Data Protection, Innovation, etc.

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Our Digital Tax team provides tax consulting on digital transformation operations, tax impacts on e-commerce, taxation of software, cryptocurrencies, crypto-assets, among others.

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Prevention and suppression of unlawful acts: suggestions for legal measures in relation to the improper access of personal accounts, creation of fake profiles, unauthorized sharing of photos and videos, among others.

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The Intellectual Property team offers a full range of legal services related to the acquisition, enforcement, and commercialization of intellectual property and technology assets. Our services include consulting on contracts involving patents, copyrights, trademarks, outsourcing, privacy, and data security.

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Legal Innovation, Visual Law, Venture Capital & Startups

Aligning the legal field with innovation, the LegalX area develops and applies processes, practices, and solutions for our client's; businesses. Our area is composed of multidisciplinary professionals prepared to redefine the limits of what's possible in the scenario of Law, Technology, and Innovation.

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Our strategic approach supports our clients in various disputes, including cyber incidents, data class actions, data protection, technology-based solutions and services, and products.
Our Digital Litigation area is composed of three teams divided into service lines, which operate in a multidisciplinary manner: Scale, Special, and Standard.
 

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We advise our clients on all aspects related to privacy and data protection. To this end, we are structured into three main areas:

  • Services for risk analysis, construction of privacy programs, as well as preparation and review of policies and procedures;
  • Services for managing the privacy program, either as an outsourced DPO (DPO as a Service), or support work for the DPO (Data Protection Officer) appointed by the company;
  • Consulting services, review of contracts and documents, and preparation of training and awareness materials.
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In the context of accelerating digital transformation, the interaction between Digital Law and other legal areas, such as Intellectual Property, Contracts, Media, and Entertainment, becomes increasingly evident.

Our TME team has professionals specialized in meeting the specific demands of this scenario, offering robust legal solutions through the preparation and review of contracts, opinions, and project feasibility studies.

We develop work methodologies oriented towards client centrality, addressing the main needs of the market. Our role is to act as partners to clients, helping them to enable businesses with legal security.

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