BrazilFinance and insurance2025 – ongoingBanco Santander Brasil
Pitch Maker for investment advisers
Santander Brasil said Pitch Maker prepared personalized client pitches in 30 seconds
Problem
Investment advisers assembled client pitches by gathering information from systems and emails. Santander Brasil said this could previously take roughly half an hour.
Approach
Santander Brasil launched the AI tool Pitch Maker for its AAA investment-advisory business in mid-2025. By February 2026, it was extending the tool to Santander Select specialists serving affluent clients. Pitch Maker prepared personalized material for advisers' client conversations.
Results
Takeaway
The reported saving concerned pitch preparation. Santander Brasil did not isolate a sales-conversion effect from the tool.
Categories
- Size
- Large enterprise
- Industry
- Finance and insurance
- Business function
- Marketing and sales
- Innovation type
- Process innovation
- AI technology
- Generative AI
- Adoption
- Built in-house
- Evidence
- Company's own claim
Sources
Source summaries
Santander Brasil's CEO described Pitch Maker's mid-2025 launch and expansion to Select specialists. He compared 30-second pitch preparation with a previous process taking roughly half an hour.
Full details are in the original sources.
