ília participated in the Financial Services Symposium, an exclusive event that brought together partners and clients from the financial and insurance sectors to explore strategies that go beyond innovation, focusing on data and technology that deliver real results.
One of the event’s highlights was the banking panel, featuring the Banco do Brasil case presented by Analaura Morais (Head of CRM). More than a technological implementation, the presentation showcased a true shift in operational mindset, emphasizing the intelligent use of data to boost commercial performance and enhance customer experience.
The results speak for themselves:
+17% in financial volume
+30% increase in lead conversion
Direct positive impact on NPS
Our Managing Director, Samuel Corado, attended the event and highlighted: “The symposium demonstrated how these organizations are leveraging autonomous agents to streamline business processes, deliver faster and high-quality service to customers, and generate insights that drive sales growth. With the adoption of Salesforce Clouds, we’ve seen increased agility in building these agents without compromising quality and security, two critical success factors for any initiative.”
We congratulate Banco do Brasil and Analaura Morais for demonstrating, in practice, how innovation can transform the financial sector by combining strategy, data, and the boldness to tackle market challenges.
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