SmartAgent
A conversational AI agent that connects business teams directly to the bank's Data Lake using natural language — with no technical intermediation.

Challenge
Itaú's business teams depended on technical staff for every data query. Access to insights was slow and fragmented across 93 tables — including the Faro table, with 139 columns — interpretation varied across teams, and decision-makers lacked real-time visibility. The result: slow decisions and very limited operational agility.
Our solution
A conversational AI agent that connects business teams directly to the bank's Data Lake using natural language — with no technical intermediation.
SmartAgent enables
- Real-time queries on customers, products, and profitability.
- Natural-language explanations of patterns, causes, and anomalies.
- Guided data exploration to uncover opportunities.
- Standardized decision logic across the bank.
Added value
A better experience for business users, who can query, understand, and decide quickly on their data with no friction and no intermediation from technology and data teams.
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