BTG optimizes its communication and achieves exceptional results with the tuvis solution

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Carlos Eduardo Weigert Muniz, Executive Director at BTG Pactual

In the ever-evolving business world, efficient communication plays a key role when it comes to companies’ success. BTG recognized the importance of this area and sought a solution that would revolutionize its communications, allowing it to quickly meet clients’ needs in a personalized way. This is how the partnership with tuvis was established, opening the door to a new era of efficiency and results.

The challenge

BTG faced challenges in communicating with its clients. Its teams used WhatsApp as their primary channel but found it difficult to integrate and track interactions efficiently. In addition, the lack of a message transcription option made monitoring and compliance difficult.

The solution

In tuvis, the BTG team found the ideal solution to their communication challenges. The intuitive, integrated tool allowed a 360° view of customer interactions, providing valuable information to all the teams involved. Message transcription facilitated the bank’s monitoring, compliance, and security requirements.

BTG has also seen tangible benefits, such as operational improvements, increased collaboration between teams, and cost savings by replacing separate tools with an integrated solution.

With tuvis, we have noticed significant improvements in our daily routines. The tool provides a user-friendly interface for our team, allowing easy access to relevant client information. In addition, the ability to generate active contacts on WhatsApp boosted retention and engagement, resulting in an overall increase in sales.

Carlos Eduardo Weigert Muniz
Executive Director at BTG Pactual

The partnership between BTG and tuvis has transformed the bank’s communications, enabling efficient and personalized interaction with clients. The BTG team can now focus on strategic activities, driving sales, and ensuring an exceptional experience for their clients.

With tuvis as an ally, BTG continues to improve its communications and achieve even better results in a competitive and constantly evolving market.

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