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Financeiro
Corporate AI Agent with Natural Language Interface
How the client democratized access to analytical databases with a multimodal AI agent (text and voice).
01The Client
One of the country's largest insurance companies, with nationwide operations in insurance, financial services, and assistance.
02The Challenge
- Complex access to corporate analytical databases
- Dependency on technical teams for data extraction
- Low agility in obtaining strategic answers
- Need to democratize data access securely
03Implemented Solution
- Development of a corporate AI agent with natural interface (text and audio)
- Integration of the agent with corporate analytics databases
- Implementation of natural language processing mechanisms (NLP/LLM)
- Profile-based access control and data governance
- Security and audit layer for interactions
- Architecture ready for expansion with new business domains
04Strategic Differentials
- Multimodal interaction (voice and text)
- Direct and secure access to corporate analytical databases
- Reduced dependency on technical teams
- Context-aware responses based on official data
- Scalable architecture for multiple areas — governance and query traceability
05Results Achieved
- Democratization of access to information
- Reduced response time for strategic decisions
- Increased productivity of business units
- Better utilization of corporate data assets
- Evolution of AI maturity in the organization
- Structured foundation for copilots and specialized agents
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