A CeleroBusiness Platform Financial Management (BFM), released on Thursday (20) a partnership with the FEDERAL ECONOMIC BOX. The agreement represents an important step in digitizing the services offered by the bank to legal entity, especially for small and medium enterprises ().
Startup technology will be incorporated into the Bank’s digital channel aimed at companies – the so -called Cashier Manager. Thus, the goal is to provide PJ customers with more integrated and intelligent financial management.
In a press conference, João Augusto Betenheuzer, CRO of Celero, explains that in addition to improvements in the channel, making it more intuitive and simplified to, the partnership seeks to transform financial intelligence into financial education.
“In addition, it will allow it to bring to the institution a ‘X-ray’ of this client, with in detail financially of behavior, allowing bank products to be offered more aligned with the reality of this client,” says Betenheuzer.
The offer of digital solutions to companies, including, is one of the points highlighted by Caixa. “The partnership represents a major advance, providing more autonomy and efficiency in financial management,” adds Renan Correia Martino, Bank’s executive director of clients, channels, data and innovation.
Process automation
In addition to consolidating financial data, the new functionality will allow entrepreneurs to automate administrative routines, issue invoices and invoices, make payments and obtain strategic decision -making reports – all directly through the Caixa website or application.
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According to Betenheuzer, the proposal is to make life easier for the entrepreneur. This is because startup technology uses artificial intelligence to categorize and organize cash flow by offering personalized insights that help identify opportunities and supply customized products for each customer profile.
“We are taking our technology into the bank of all Brazilians. Next to Caixa, we want to transform the reality of business in the country, promoting positive economic and social impact,” adds Celero CRO.
The new functionality is expected to be available later this year, benefiting over 1.6 million companies that already use Caixa’s digital services. The platform is expected to allow more strategic management, helping entrepreneurs to grow more safety and planning.
