Inter boosts ROI with personalized banking offers

Banco Inter, Brazil’s pioneering digital bank, has transformed its customer engagement strategy by leveraging Salesforce's Data Cloud, Einstein AI, Slack, and Tableau. Facing challenges with fragmented customer data across multiple sources, Inter sought to create a unified customer view to personalize interactions and anticipate customer needs. By consolidating data and employing AI-driven insights, Inter has not only enhanced customer experiences but also significantly improved operational efficiency.

Inter utilized Salesforce to unify customer profiles from disparate data sources, enabling targeted communication through Data Cloud's segmentation capabilities. Tableau's analytical tools further empowered the bank to analyze customer preferences and behaviors, leading to the creation of over 3,500 distinct audience segments. This personalized approach has yielded impressive results, including a 35x increase in conversion rates and a 20x boost in overall ROI.

Moreover, Inter addressed security concerns related to generative AI by developing its own InterGPT app on Slack. This innovative solution allows over 1,000 developers to collaborate on code securely, while service employees benefit from AI-powered assistance in answering customer queries and navigating complex financial regulations. The InterGPT app has not only streamlined internal processes but also generated substantial productivity gains, saving employees an average of 30 minutes per month and contributing to $13,000 in monthly savings.

Value Results:

• 20x increase in overall ROI through personalized customer engagement.

• 35x increase in conversion rates due to targeted product offers.

• $13,000 saved per month in employee productivity through the InterGPT app.

• Elimination of 1.5 hours of meetings per day due to improved data efficiency.