AI in customer management to enhance results Qorus-Infosys Finacle Banking Innovation Awards 2025

Submitted by

Banco do Brasil

Premium
02/06/2025 Banking Innovation
AI-powered solution that transforms client portfolio allocation by identifying high-potential profiles, boosting financial outcomes, and optimizing operational efficiency at scale.
Innovation details
Country
Brazil
Category
Predictive, Generative, and Agentic AI Innovation
Keyword
Customer acquisition & loyalty, Customer experience, Operational excellence & efficiency, AI & Generative AI, Data, SME Banking, Automation

Innovation presentation

This initiative applied machine learning and geographic optimization to transform the client portfolio allocation process. Binary classification models were trained using a diverse set of engineered features, going far beyond revenue, to capture behavioral, relational, and contextual dimensions of client potential. The models identified high-potential clients from a large pool of non-managed profiles, generating actionable recommendations for strategic portfolio inclusion. A geolocation algorithm further enhanced operational feasibility by assigning clients to the most suitable service points based on proximity and compatibility. The project brought together data scientists, business analysts, and subject-matter experts to deliver an AI-powered solution that improves portfolio efficiency, expands relationship capacity, and unlocks new revenue opportunities through intelligent, scalable decision-making.

Want to keep reading?

Become a Qorus member to get access to all our innovations

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.

Related Content