From OpenAI · · 1m 20s
Itaú builds generative AI for 300k customers
Itaú uses OpenAI models to create personalized financial AI for 300k customers.
In brief
Itaú uses OpenAI models to create personalized financial AI for 300k customers. Itaú aims to serve all customers by 2026 with generative AI that provides financial advice and transactions. Originally reported by OpenAI.
Itaú's AI strategy
Itaú applies AI First to customers and employees in Brazil's regulated finance sector.
“With ia.i, a conversational interface, and the IARA governance platform, Itaú is applying its AI First strategy to customers and employees, in one of Brazil’s most regulated sectors.”
300k customers in phase one
Itaú reached 300,000 customers in the first phase of ia.i for financial services.
“~300,000 customers in the first phase of ia.i”
100% customer goal
Itaú aims to serve 100% of its customer base by the end of 2026.
“100% of the customer base is the goal by the end of 2026”
90M+ documents
The legal solution uses a repository of 90 million+ documents for analysis.
“90M+ documents in the legal solution’s repository”
20-80% efficiency gains
IARA platform improves department processes by 20% to 80% efficiency.
“20% to 80% efficiency gains in the department’s processes”
Customer DNA
Customer DNA provides financial context for 70 million customers.
“Customer DNA, a layer of financial context that helps the bank understand the needs, habits, and life stages of approximately 70 million customers”
OpenAI models
OpenAI models enable ia.i to operate across financial solutions.
“OpenAI’s models were very important in delivering this experience, because they were able to operate across this range of solutions.”
IARA governance
IARA platform ensures responsible ai and cost control for bank teams.
“IARA is a governance and orchestration platform that gives teams controlled access to different models in line with internal policies.”
Legal department results
Legal department processes analyze 2 million+ documents monthly.
“The solution operates on a repository of more than 90 million documents and executes more than 2 million tasks per month”
Internal ai use
Bank uses ai for customer service and relationship management.
“The same intelligence layer that supports ia.i also assists specialists, managers, and customer service teams”
Next steps
Itaú plans to expand ai to all customers by end of 2026.
“ia.i continues to evolve. The bank expects to make the experience available to its entire customer base by the end of 2026”
The takeaway
Itaú aims to serve all customers by 2026 with generative AI that provides financial advice and transactions.
