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One of the largest private banks in Brazil, this institution ranks among the top 10 in the country by assets. With a diversified portfolio, it leads in vehicle financing, personal loans and corporate credit, offering a range of financial services. Known for its strong focus on digital innovation and sustainability, the bank is recognized for its responsible lending practices and efforts in green financing. Although its core market is Brazil, the bank is positioned for continued growth throughout Latin America, leveraging its expertise in credit and financial services to expand its reach.
The company faced a significant challenge in extracting meaningful value from open finance data while keeping a clear focus on customer needs. They sought to establish themselves as the primary financial institution in the minds of customers when it comes to financial services.
Our mission was to consolidate customer behaviors within the open finance framework and deliver highly accurate Next Best Action (NBA) predictions, focusing on key savings actions and profitability, tailored to each individual’s unique context.
The goal is to maximize customer engagement and action through personalized and relevant communications, positioning the bank as a trusted advisor for financial decisions. The solution aims to predict the best action for each customer, focusing on generating savings, reducing interest payments and creating real financial gain opportunities.
Success will be measured by the execution of recommended actions, building trust with customers and ultimately enabling the bank to deliver highly personalized cross-sell and up-sell offers with a high likelihood of acceptance in the future.
Let’s bring our engines into your environment, at no cost, to identify high-impact opportunities tailored to your needs. Together, we’ll design a strategy that optimizes your current journey and drives meaningful results for your business.
Reach out today and let’s unlock your potential!
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