More than Data, Decision: BB at the Forefront of the New Era of Investments Qorus-Infosys Finacle Banking Innovation Awards 2025
BrazilCategory
Customer Experience InnovationKeyword
Customer experience, Savings & Investments, Digital channels & Omnichannels, Open Finance & New FS players, Data
Innovation presentation
It is a digital solution that allows the customer to view, compare, and manage their investments — including those made in other institutions — based on data obtained through Open Finance and the B3 Wallet. For investor clients who wish to identify profitability opportunities, assess new market conditions, and decide freely where to allocate their resources. After granting their consent, the client allows BB to access their external investment data. From this, the system identifies assets eligible for portability, compares terms, rates, and returns, and presents personalized proposals that can be accepted with just a few clicks. Available on the BB App and BB Investments App
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