About
A practical and modern solution for Banco do Brasil customers to manage their finances. Through a fluid and uncomplicated conversational experience, customers can consult expenses organized into categories, view their financial planning and even monitor all financial movements, not only those of Banco do Brasil, but also of other financial institutions, upon Open Finance consent.
Innovation presentation
The solution called "Minhas Finanças" is a PFM from Banco do Brasil. It aggregates information on financial transactions from current accounts and credit cards from Banco do Brasil and other financial institutions integrated via Open Finance.
When the customer consents to sharing the data with Banco do Brasil, the solution allows the management of all the customer's transactions in one place.
This new solution brings this experience to Banco do Brasil WhatsApp chatbot (61-4004-0001), used on a large scale in Brazil, transforming the use of the interactive and pleasant solution through our chatbot.
A practical and modern solution for Banco do Brasil customers to manage their finances.
Through a fluid and uncomplicated conversational experience, customers can consult expenses organized into categories, view their financial planning and even monitor all financial movements, not only those of Banco do Brasil, but also of other financial institutions, upon consent. of Open Finance.
Uniqueness of the project
This is a case of how we can improve the customer experience of our chatbot with hyper-personalization and personal financial management through Open Finance and data intelligence.
This is a unique solution on the market, which transforms the way customers relate to their finances and helps with financial education.
The financial education promoted by Minhas Finances is the highlight of the solution, which provides savings insights based on customer spending, using analytical intelligence models.
