Bia recommends investment Qorus-Infosys Finacle Banking Innovation Awards 2024
BrazilCategory
Core Offering InnovationKeyword
AI & Generative AI, Financial advice & Robo-advisory, Savings & Investments
Innovation presentation
This innovation enables Bradesco customers to identify the optimal investment based on their financial profile. The BIA, accessible via the main menu of the account, employs Bradesco's AI to analyze the customer's API and bank balance and presents the most suitable option. This enhances user convenience, autonomy, and personalization, aligning with their current circumstances and needs. Bradesco's commitment to customer-centricity is evident in this personalized solution.
To check out this journey:
1. Log in to the application using your username and password 2. In the bottom menu, tap on "BIA” 3. Type "I want to invest" and BIA will display the optimal investment option based on your profile and the funds available in your account
In order to access this journey, customers must have completed the Investor Profile Analysis (IPA) and have an active investment (excluding annuities).
Interested in learning more?
Qorus has a library of almost 8,000 innovation case studies across critical areas like customer experience, sustainability, marketing & distribution and more that can be used to inform your decision-making.