Santander
Hyper-personalization at scale for advisor–client interactions
Services
Amazon Bedrock (Generative AI)
Amazon Aurora
Prompt Engineering & Governance
AI Agents
Amazon EKS
How we made an impact
Pitch Maker transformed investment advisory by combining AI, personalization, and speed, elevating both client experience and advisor productivity.
Results
+24%
Increase in effective weekly contacts
30s
To prepare communications. Previously, it took 35 minutes
91%
User satisfaction
500+
Pitches generated per day
A new standard for experience
Operating in a highly competitive and constantly evolving sector, Santander sought to strengthen its position in the Brazilian investment market, especially in the AAA segment — clients with over R$250K invested, who expect exclusive, consultative, and highly personalized service.
These investors value intelligence, productivity, and sophistication in every interaction with their advisors.
BRQ helped us think through the solution end to end. The technical side, the AI specialists, the customer perspective, what both internal and external users needed.
Robson Martinho
Sr Head of Digital Products at Santander
The transformation initiative
In this context, Pitch Maker was created through a strategic collaboration between Santander, BRQ, and AWS. This pioneering solution in the Brazilian financial market uses Generative AI to transform data into precise, personalized recommendations in seconds.
Natively integrated into advisors’ workflows, Pitch Maker analyzes investment profiles, current portfolios, interaction history, and market trends to generate strategic pitches tailored to each client’s needs.
Built on a microservices architecture in Amazon EKS, powered by Amazon Aurora and the inference engine of Amazon Bedrock, the solution combines robustness, security, and scalability. Prompt curation ensures alignment with the bank’s governance and compliance guidelines.
Transformation in numbers
The adoption of Pitch Maker delivered immediate and tangible gains. Preparation time dropped from 35 minutes to under 30 seconds, allowing advisors to focus more on strategic client relationships. Communication accuracy improved, reflecting each investor’s timing, profile, and objectives with precision.
From an experience standpoint, service became more intelligent, proactive, and client-centered, increasing perceived value and positively impacting key metrics such as satisfaction and NPS. In addition, Santander positioned itself as a pioneer in the use of Generative AI for investment advisory in Brazil, reinforcing its image as an innovator in the financial sector.
Our work
