ItalyFinance and insurance2024 – ongoingIntesa Sanpaolo
AI information processing for corporate relationship managers
Intesa Sanpaolo reported a 70% improvement in proposal conversion with AI support
Problem
Corporate relationship managers had more information to process than they could easily manage. This work competed with time spent on client relationships.
Approach
Intesa Sanpaolo deployed AI solutions to help global relationship managers process information. Its group data and AI officer said the tools freed time for client work and improved proposal conversion. The bank did not identify the system's technical architecture.
Results
Takeaway
The bank linked AI support to improved sales conversion. It did not disclose the baseline, measurement period or comparison method.
Categories
- Size
- Large enterprise
- Industry
- Finance and insurance
- Business function
- Marketing and sales
- Innovation type
- Process innovation
- AI technology
- Predictive analytics and ML
- Adoption
- Built in-house
- Evidence
- Company's own claim
Sources
Source summaries
An interview with the group's data and AI officer described AI already supporting corporate relationship managers. It reported a 70% improvement in proposal conversion without explaining the evaluation method.
Full details are in the original sources.
