BRQ and Santander hyperpersonalize interactions between investment advisors and clients at scale

Operating in a highly competitive, constantly evolving industry, Santander sought to strengthen its position in the Brazilian investment market, especially in the AAA segment: clients with over R$ 250 thousand invested, who demand exclusive, consultative and highly personalized service.

These investors value intelligence, productivity and sophistication in every interaction with their advisors.

It was in this context that Pitch Maker was born, the result of a strategic collaboration between BRQ, Santander and AWS. The solution, a pioneer in the Brazilian financial market, uses Generative Artificial Intelligence to turn data into precise, personalized recommendations in a matter of seconds.

Natively integrated into advisors' work environment, Pitch Maker analyzes investment profile, current portfolio, interaction history and market trends to generate strategic pitches shaped to each client's needs.

With a microservices architecture on Amazon EKS, backed by the performance of Amazon Aurora and the inference engine of Amazon Bedrock, the solution we built with Santander combines robustness, security and scalability. In addition, prompt curation ensures adherence to the bank's governance and compliance guidelines.

Adopting Pitch Maker brought immediate, tangible gains. Preparation time dropped from 35 minutes to under 30 seconds, freeing advisors to devote more energy to strategic client relationships. The accuracy of communications improved, precisely reflecting each investor's moment, profile and goals.

From an experience standpoint, service became smarter, more proactive and client-centered, raising the perceived value of the service and contributing to key metrics such as satisfaction and NPS. With BRQ as its partner, Santander also positioned itself as a pioneer in using GenAI for investment advisory in Brazil, reinforcing its image of innovation in the financial sector.