Advanced automation in news transcription Reduced operational costs and increased efficiency Accuracy and impartiality in the generation of summaries AI-generated image AI-generated summary: One of Brazil’s largest television networks faced challenges in transcribing and summarizing news reports, impacting operational efficiency and multiplatform content distribution. In partnership with BlueMetrics, the broadcaster implemented a Generative AI-based solution using AWS Transcribe and Bedrock to automate the conversion of audio to text and generate unbiased summaries. Overview The client is one of the largest television networks in Brazil, with a significant national presence through more than a hundred stations, both owned and affiliated. With a strong presence in investigative journalism and police-related programs, the network stands out for its intensive coverage of criminal cases and investigative stories. In a market of accelerated consumption of digital news, the client was looking for a solution that would increase its operational efficiency, guarantee the impartiality of the content and optimize the multiplatform distribution of the reports. Market context: Need to transform audiovisual content into text Growing demand for accessible and structured digital content Agility in providing journalistic information Evolution of digital journalism and the need for editorial standardization Problem: How to make news processing more efficient? The manual process of transcribing and summarizing audiovisual content required considerable resources and extensive time, impacting the agility in the multiplatform distribution of content and its subsequent use in other journalistic productions. According to Gabriel Casara, CGO at BlueMetrics, "This is a very common pain point in organizations that need to deal with large volumes of unstructured data, in this case, content. But it also applies to a wide variety of companies, in segments as diverse as Education, Health, and Finance." Main challenges: Operational limitations: The manual transcription process requires exclusive dedication from professionals Long time between content production and its availability in text format Inconsistency in sthe tandardization of abstracts due to different writing styles Difficulty in maintaining a standard of impartiality in transcripts and summaries Business limitations: Underutilization of journalistic collections due to a lack of structured documentation High operational costs with dedicated transcription staff Delays in making content available on other platforms Difficulty in scaling content production for different channels Technological limitations: Lack of an automated solution for large-scale audio processing Lack of tools that guarantee neutrality and impartiality in content summarization Complexity in integrating different media formats and systems Need for specialized processing for the specific language of police journalism The Solution: Generative AI for automated transcription and summarization AI-generated image BlueMetrics has developed an automated audiovisual content transcription and summarization solution, using AWS cloud services to process criminal reports and generate neutral and impartial summaries, maintaining journalistic integrity. According to Diórgenes Eugênio, Head of Gen AI at BlueMetrics, “In addition to the complexity of transcribing audiovisual content with high accuracy, we had to ensure that the summaries generated did not express any bias or opinion. This was the biggest challenge, as even small details could compromise the required neutrality. We used AWS Transcribe to convert the audio to text. After transcription, we moved on to the second component: generating unbiased summaries. Here, the challenge was to ensure that the model did not infer subjective interpretations or draw conclusions about the facts. We used AWS Bedrock to integrate fact-based summarization techniques. The combination of Transcribe, Bedrock, and our custom validation layer was essential to deliver a pipeline aligned with the broadcaster’s requirements.” Main Components: Automated audio-to-text processing system Abstract generation engine with neutrality control Scalable asynchronous processing pipeline Structured database for storage and consultation Automated data input and output flow Technological Differentials: Using specialized AI to transcribe audio into Portuguese Use of generative AI in the summarization of extracted texts Serverless architecture with on-demand processing Native integration with existing infrastructure Immediate Benefits: Significant reduction in content processing time Standardization in the quality of generated summaries Guarantee of neutrality and impartiality Automatic scalability on demand Optimization of operational resources Faster availability of content in text format How about developing a solution like this for your company? Results: The implementation of the automated solution had a direct impact on the productivity of the client’s editorial team, significantly reducing the time required to transcribe and summarize criminal reports. As a result, the broadcaster began to make its content available in multiple formats more quickly and efficiently, meeting the growing demand of the digital market. In addition, the adoption of AI ensured a higher level of standardization and impartiality, factors essential for the credibility of investigative journalism. By optimizing the workflow, the solution allowed journalists to focus on strategic activities instead of repetitive tasks, increasing the capacity to produce new content. The structuring and organization of the extracted data also facilitated the reuse of journalistic material, increasing the value of the broadcaster's archive. Operational Efficiency: Complete automation of the transcription process Significant reduction in content processing time Freeing up teams for strategic activities Standardization in reporting documentation Editorial Quality: Guarantee of neutrality and impartiality in summaries Consistency in the language and format of the generated texts Greater accuracy in documenting criminal cases Maintenance of the broadcaster's journalistic standards Content Management: Structured documentation of the journalistic collection Ease of retrieving historical information Better organization of the material produced Agility in multiplatform distribution Technologies used The solution was designed using several AWS technologies, including: AWS Services Transcribe Bedrock S3 Lambda DynamoDB Cognito Amplify Languages, Libs, and Frameworks Python Javascript Node React Conclusion: The implementation of this solution significantly transformed the client's ability to process and make available its journalistic content, establishing new standards of efficiency and quality in the Brazilian television market. The project not only optimized operational processes but also opened up new possibilities for monetizing and leveraging the broadcaster's rich journalistic collection. For Gabriel Casara, CGO of BlueMetrics, this project once again demonstrates our company’s ability to develop solutions that bring real impact to businesses. “This is a solution that has enormous potential for application in companies that generate large volumes of information, such as newspapers, radio stations, communication networks in general, and content or streaming platforms, to name just a few examples.” How about creating a case like this for your company? Let's schedule a call . Discover some Use Cases . About BlueMetrics BlueMetrics was founded in 2016 and has already delivered more than 160 successful solutions in the areas of Data & Analytics, GenAI and Machine Learning for more than 70 companies in the United States, Brazil, Argentina, Colombia, and Mexico. It has its own methodology and a multidisciplinary team focused on delivering solutions to real challenges in the business world.

Innovation in the digitization of historical collections Automation in research and cataloging Scalability through artificial intelligence AI-generated image AI-generated summary: A Brazilian company specializing in digital automation and document management has implemented, with the support of BlueMetrics, an innovative AI solution to modernize access to historical collections at higher education institutions. The project automates the extraction, organization, and search of historical documents, using advanced semantic search and image processing techniques to structure information in a contextualized way. Overview The client in question is a technology company with over 20 years of experience in the market, offering innovative solutions in digital automation for processes and documents. The company is a reference in digital automation and document management in Brazil, standing out for supporting large higher education institutions in their digital transformation. The Smart Search in Newspaper Archives project was created to meet the growing demand for digitization and efficient access to historical information. This solution directly addresses challenges faced by libraries, public archives, universities, and media organizations. Market context: Increased demand for digitization and organization of historical collections. Need to preserve unique and valuable documents. Search for greater agility and precision in documentary research. Problem: How to improve the research experience in historical collections? Researching historical archives presents complex challenges that directly affect operational efficiency, information quality, and the growth potential of organizations. The main obstacles include the deterioration of physical documents, obsolete technological systems, and the difficulty in providing accurate and contextualized results. These obstacles result in slow processes, high costs, and a less-than-ideal user experience, in addition to limiting the scalability and competitiveness of the services offered. According to Gabriel Casara, CGO at BlueMetrics, “This is yet another practical example where AI can make a difference in everyday life, streamlining processes and freeing up teams for more strategic, less manual work.” Main challenges: Operational: Deteriorated or low-quality digital documents. Search is limited to exact keywords, without contextualization. Difficulty in relating information between different editions. Time-consuming manual searches. Low capacity to meet multiple simultaneous demands. Loss of historical context. Difficulty in validating sources and references. Technological: Lack of structured data extraction. Search systems with low precision and relevance. Business: Rework for data validation. Limitation on the expansion of services offered. High cost of specialized labor. The solution: automation and scalability using AI AI-generated image Based on this need, BlueMetrics implemented a robust solution that combines cutting-edge technologies to modernize access to historical collections. According to Diórgenes Eugênio, Head of Gen AI at BlueMetrics, “This was undoubtedly one of the most challenging projects of the year. In addition to the complexity of dealing with the deterioration of the original material, we had to deal with the challenge of organizing the texts while maintaining the relationship between the title of the article and the text of the article. This was the biggest challenge, since the extraction is done in an unstructured manner: that is, each word is extracted without any relation to the others. To overcome this challenge, we thought of some strategies, such as using the coordinates of the extracted words to assemble the text with a logical sequence. In addition, we used the sizes of the identified text boxes to try to separate the texts of the articles from the texts of the titles. This last approach significantly improved the processing of the large language models in the correlation of these relationships. These were the main challenges of the first component of this project, the extraction of information. After overcoming this stage, we faced the challenges of the second component, the search. In the search, the biggest obstacle was ensuring that all the articles actually had a relevant semantic correlation. To do this, we searched the literature for some approaches, mainly using confidence scores in the returned vectors.” Main features Contextual preservation: maintenance of the historical and documentary context. Advanced semantic search: more accurate and relevant results. Process automation: reducing search time and increasing efficiency. Digital scalability: infrastructure prepared for large volumes of data. Technological components: Intelligent extraction system: Image processing and automatic text organization. Structuring data with hierarchical relationships between titles and contents. Semantic search engine: Contextual search with high accuracy. Correlation of terms and identification of relevant sources. Filtering by minimum relevance. Technological innovations: Use of a bounding box for spatial organization. Vector database with embeddings and metadata. Large-scale processing. How about developing a solution like this for your company? Results: The solution developed brought significant advances, generating significant impacts on operational efficiency, information quality and commercial strategy. With cutting-edge technology, it was possible to optimize research processes, preserve the historical context of data and increase the scalability of operations. These results transformed the challenges faced into competitive advantages, consolidating the modernization and strategic value of access to historical collections . According to Gabriel Casara, “This is a solution that has enormous potential for solving similar problems in other types of companies and business segments, and can be easily adapted within the context of our proprietary work method, blue4AI.” Operational benefits: Reduction of up to 80% in documentary research time. Automation of structured data extraction. Significant increase in simultaneous service capacity. Technological benefits: Modernization of access to collections. Scalable infrastructure for large volumes of data. Preservation of historical documents in standardized formats. Strategic benefits: Competitive differentiation in the market. Potential for new business models and partnerships. Improved end-user experience. Technologies used The solution was designed using several AWS technologies, including: AWS Services Textract Lambda Bedrock S3 DynamoDB Languages, Libs, and Frameworks Python Pillow Fitz FPDF Conclusion: Thanks to the solution developed, the client was able to overcome significant challenges in digitizing and searching collections, and further consolidated its position as a leader in the digital transformation segment by providing higher education customers with a faster, more accurate, and scalable research experience. By combining automation, artificial intelligence and contextual preservation, the company transformed the way historical information is accessed and used. This model not only benefits educational institutions, public archives, and libraries, but also opens up the possibility for other public and private organizations, from the most diverse segments, to take advantage of the potential of AI to improve their own processes and services. How about creating a case like this for your company? Let's schedule a call . Discover some Use Cases . About BlueMetrics BlueMetrics was founded in 2016 and has already delivered more than 160 successful solutions in the areas of Data & Analytics, GenAI and Machine Learning for more than 70 companies in the United States, Brazil, Argentina, Colombia, and Mexico. It has its own methodology and a multidisciplinary team focused on delivering solutions to real challenges in the business world.

AI-generated image AI-generated summary: Artificial Intelligence (AI) and data analytics are transforming the real estate market, optimizing everything from pricing and valuation to trend prediction and personalizing the customer experience. Innovative companies are already using Machine Learning and Generative AI to provide more accurate automated valuations, predict price swings, and improve customer service. BlueMetrics, in partnership with Thirty Capital in the US, develops advanced data and analytics solutions to drive this sector forward. The real estate industry, which traditionally used conventional methods for valuation and transactions, is undergoing a significant digital transformation. Technologies such as Artificial Intelligence (AI), including Machine Learning (ML) and Generative AI (GenAI), combined with the use of Data & Analytics, are changing the way companies in the sector make decisions, analyze the market, and interact with their customers. These innovations are reshaping processes like home pricing, property valuation, market trend analysis, and personalization of the customer experience, bringing more efficiency and accuracy than ever before. In this article, we explore how these technologies are being applied to the real estate sector, providing real-world examples and relevant data. We also highlight BlueMetrics’ role in developing advanced solutions for a real estate platform owned by Thirty Capital, one of the largest players in the sector in the United States. AI-generated image The Importance of Digital Transformation in the Real Estate Sector According to a report by Deloitte , real estate companies that adopt technologies such as AI and Machine Learning can reduce operational costs by up to 15%, in addition to increasing the accuracy in predicting market trends by 20% to 25%. The ability to predict market behavior and make data-driven decisions is becoming a key competitive differentiator. Previously, many decisions in the industry were based solely on intuition or limited historical data, which led to large margins of error. With the advancement of Big Data and Artificial Intelligence, industry professionals now have access to more accurate, real-time analysis. Main Applications of Artificial Intelligence in the Real Estate Market The application of AI in the real estate sector has been growing rapidly, covering a variety of areas, such as property valuation, price forecasting, portfolio management, and personalized customer service. 1. Automated Property Assessment The use of Machine Learning to determine the market value of properties in an automated and accurate way is already a reality. In the United States, platforms such as Zillow use predictive models to calculate the value of millions of properties in real time, considering factors such as location, size, sales history, and market trends. According to a report from the National Association of Realtors (NAR), AI-powered automated appraisals are, on average, 30% faster than traditional methods, reducing costs and improving the accuracy of estimates. 2. Market Trend Forecasting The ability to predict price fluctuations is one of the greatest advances of AI in the real estate sector. A real-world example of this application is the Spanish platform Fotocasa , which developed SmartPrice , a property price prediction algorithm that crosses historical data, supply, and demand to predict the appreciation or depreciation of properties. For example, Fotocasa’s AI predicted an increase of almost 4% in housing prices in Castellón, Spain, during the first quarter of 2025. Based on these predictions, investors were able to adjust their buying and selling strategies more assertively. 3. Personalizing Customer Experience In Brazil, companies like Auxiliadora Predial are using AI to personalize the customer journey by analyzing their search preferences and browsing behavior. With this, the systems can offer personalized property recommendations, improving the user experience and increasing conversion rates. The company's data shows that this approach resulted in a 35% increase in the conversion rate of leads into closed contracts. Want to see GenAI, Machine Learning , and data solutions making a difference in your company? BlueMetrics' role in developing solutions for one of the companies in the Thirty Capital group BlueMetrics has been working heavily in the real estate sector, collaborating with Thirty Capital, one of the largest business groups in the United States, in the development of advanced data engineering and analytics solutions for one of its main real estate platforms. The focus of this partnership includes: Data Engineering and Analytics Structuring and analyzing large volumes of data to generate strategic insights. Development of Machine Learning-Based Models Application of predictive algorithms to increase the accuracy of market analysis and price forecasts. Generative AI Integration Exploring the potential of GenAI for automatic generation of personalized reports and strategic recommendations for platform users. This partnership is a clear example of how Data & Analytics, when combined with Artificial Intelligence, can transform the real estate sector, bringing more agility and precision to decision-making. Challenges in implementing AI in the real estate sector Despite the advantages, the adoption of Artificial Intelligence in the real estate market still faces some challenges: Data Quality The accuracy of the analyses depends on the quality and integrity of the data collected. Cultural Resistance Many companies still resist adopting new technologies, preferring traditional methods. Privacy Issues The collection and analysis of large volumes of data must comply with data protection laws, such as the GDPR in Europe and the LGPD in Brazil. The Future of Real Estate with Artificial Intelligence The real estate market is still just beginning to explore the true potential of AI. Some of the key future trends include: Digital Twins Real-time simulations of entire properties and developments, allowing for more detailed testing and predictions. Autonomous Decision Platforms Intelligent algorithms that automatically suggest the best strategies for buying and selling properties. According to MarketsandMarkets , the global market for AI solutions for the real estate sector is expected to reach US$13 billion by 2025, driven by the search for innovation and operational efficiency. Conclusion The use of Artificial Intelligence, Machine Learning, and Data & Analytics is revolutionizing the real estate sector, bringing new ways to analyze the market, optimize operations, and improve the customer experience. Companies that adopt these technologies are standing out in a highly competitive and dynamic sector. At BlueMetrics, we are proud to work side by side with major companies in the real estate market, developing innovative solutions and helping our clients achieve their strategic goals. If you want to explore the potential of AI in real estate, we are ready to talk and build the next big project together! 🚀 Let's talk about it? Discover some Use Cases .

AI-generated image AI-generated summary: The application of Machine Learning in industry has generated significant impacts, from predictive maintenance to the optimization of production scheduling. Companies such as Knauf Automotive, Rockwell Automation, and Vale are already using this technology to reduce costs and increase operational efficiency. In the automotive sector, BlueMetrics developed an optimization platform for a large automaker, reducing analysis time from 4 hours to 6 seconds. In recent years, and at an increasingly rapid pace, the manufacturing industry has been undergoing a major technological revolution. Advances such as Machine Learning (ML) and Generative Artificial Intelligence (GenAI) are transforming the way products are manufactured, optimizing processes and improving decision-making. According to the McKinsey consultancy, companies that adopt these technologies see a 20% to 30% increase in productivity, in addition to a cost reduction of up to 15%. In a competitive global scenario, with increasing tariffs in international trade, the use of Machine Learning in manufacturing is no longer a differentiator and has become a strategic necessity. Throughout this article, we will explore how this technology can be applied in different industry sectors. We will also present a real-life case study from BlueMetrics, which achieved excellent results by applying Machine Learning to one of the largest manufacturers of heavy commercial vehicles in Latin America. AI-generated image What is Machine Learning, and why is it important in manufacturing? Machine Learning is a branch of Artificial Intelligence that enables algorithms to learn from data to make predictions and decisions without direct human intervention. In the industrial sector, this technology is revolutionizing operations management, enabling real-time analysis, automation of critical processes, and continuous improvement of operational efficiency. Main Applications of Machine Learning in Industry: Predictive maintenance: anticipating failures before they occur, reducing machine downtime. Demand forecasting: improving production planning, avoiding excess or lack of stock. Automated quality control: accurate identification of product defects, overcoming manual inspection. Optmization of production sequencing: planning the best assembly order to maximize efficiency. Want to see GenAI, Machine Learning, and data solutions making a difference in your company? Real Cases: How Machine Learning is Transforming the Industry 1. Automotive Sector: Optimizing Production Sequencing Vehicle production involves thousands of possible combinations of components, making planning highly complex. The use of Machine Learning helps to optimize this sequencing, ensuring better use of resources. Knauf Automotive , a global supplier of plastic parts for vehicles, has implemented machine learning to improve production quality. Using computer vision systems, the company analyzes images of components to detect defects such as cracks and imperfections, ensuring that defective parts are automatically discarded. In addition, sensors connected to ML algorithms identify failures before they occur, enabling preventive maintenance and reducing unexpected downtime. 2. Pharmaceutical Sector: Automated Inspection and Demand Forecasting In the pharmaceutical industry, precision is essential. Computer vision algorithms ensure product quality, while predictive models optimize demand forecasting, reducing waste. Rockwell Automation has created an approach called “Next Best Action” that assists operators in real time. The Machine Learning model predicts future performance and suggests actions that minimize negative impacts. In a practical example, the technology was applied to the drying process of pharmaceutical substances, reducing cycle time by 28% to 30%. 3. Energy and Mining Sector: Predictive Maintenance of Critical Equipment In the mining and energy sectors, unexpected failures can result in millions in losses. Machine Learning helps predict equipment anomalies, ensuring greater safety and operational continuity. Vale, one of the largest mining companies in the world, uses Artificial Intelligence to optimize mineral extraction and improve production efficiency. The use of Machine Learning allows the company to reduce operating costs and increase productivity by identifying patterns that help in strategic decision-making . BlueMetrics Case: Optimizing Production Planning with Machine Learning At BlueMetrics, we have practical experience in using Machine Learning and linear programming to optimize production processes. One of the most impactful cases was the development of a platform to automate and optimize production planning for one of the largest truck and bus manufacturers in Latin America. Challenge The client faced three major problems: Excessive time spent on manual analysis – around 80 hours per month were spent on repetitive and error-prone processes. Inadequate production sequencing – resulting in assembly line stoppages and low resource utilization. Inefficient inventory management – leading to high costs and low predictability. Solution The developed platform automated data collection and implemented an optimization algorithm based on linear programming, capable of determining the best production sequence in real time. Main Features: Automating data collection – reducing analysis time from 4 hours to just 6 seconds. Optimization algorithm – ensuring the best combination of resources and maximizing production. Interactive dashboard – making it easier to view results in real time. Results 99.96% reduction in analysis time (from 4 hours to 6 seconds). Elimination of 80 monthly hours of manual work. Maximizing production and reducing unscheduled downtime. Greater precision in planning, ensuring operational predictability. Furthermore, the proprietary methodology blue4AI ensured continuous improvement of the project, enabling new optimizations in the medium and long term. Future Trends for Machine Learning in Industry Machine learning will continue to play an essential role in the future of manufacturing. Some of the most promising trends include: Autonomous Factories (Dark Factories): fully automated production environments, where intelligent machines manage and optimize processes without direct human intervention. Digital Twins: virtual models of production lines that allow you to simulate and optimize operations in real time, reducing failures and increasing efficiency. Data-Driven Sustainability: Machine Learning will help companies monitor and reduce their carbon emissions, promoting more sustainable and efficient operations. Machine Learning as a Competitive Strategy The impact of Machine Learning on manufacturing is already evident. According to a report by Deloitte , more than 70% of industrial companies that have adopted the technology have reported a significant increase in operational efficiency, as well as a reduction of up to 20% in maintenance costs and energy consumption. With the advancement of Industry 4.0 technologies, the global Machine Learning market is expected to reach $13 billion by 2025, according to a study by MarketsandMarkets . This growth reflects the increasing need for digitalization to remain competitive. Companies that invest in this transformation not only reap immediate benefits but also create a sustainable strategic difference, increasing their capacity for adaptation and innovation. Want to unleash the power of Machine Learning to do more and better in your company? We can help you! Contact us and find out how we can create the next big success story together. 🚀 Let's talk about it? Discover some Use Cases .

Automation in document processing Reduction of operational costs Scalability and accuracy with generative AI AI-generated image AI-generated summary: A large Brazilian fintech company specializing in digital automation faced challenges in validating financial documents, dealing with high volumes of manual processing, high costs, and frequent errors. To solve this problem, BlueMetrics developed a solution based on Generative AI, which automates the extraction, categorization, and processing of identification documents with high accuracy and scalability. Overview The client is a fintech with over 20 years of experience in the market, offering innovative solutions in digital automation for processes and documents. The company stands out for its full-service approach, supporting medium and large companies in their digital transformation. Its clients include some of the largest banks in the country. In a highly competitive and regulatory environment, the client was looking for solutions that would increase its operational efficiency, improve the experience of its own customers, and ensure compliance with financial sector regulations. Market context: Growing demand for agile and secure digital processes. Need for compliance with financial regulations. High competitiveness requires more efficient processes. Customer expectations for more fluid digital experiences. Problem: How to make document processing more efficient? The traditional OCR solution used by the client had limitations that directly impacted operational efficiency and business growth. According to Gabriel Casara, CGO at BlueMetrics, “We are talking about hundreds of thousands of documents that need to be correctly processed every month. This is an exemplary use case for generative AI and a great opportunity to develop work that solves a clear customer pain point.” Operational limitations: High volume of manual document processing. Frequent errors in data extraction and categorization. Bottlenecks that increased onboarding time. Business limitations: Difficulty scaling operations without expanding the back office. High image processing costs. Compromised customer experience during registration. Technological limitations: Limited and poorly adaptable OCR technology. Need for a modern and scalable solution. The solution: automation and increased accuracy through GenAI. AI-generated image BlueMetrics has developed a multimodal Generative AI solution to automate and optimize the processing of identification documents, highlighting the following points: Automated processing of driver's licenses and IDs in different formats and orientations. Accurate data extraction, such as name, date of birth, and document number. Automatic categorization o f the extracted data reduces manual intervention. The solution uses Generative AI to automatically correct the orientation of images, extract data with high precision, and categorize information, offering agility and reliability. It is mainly applied in the contexts of KYC (Know Your Customer), account opening, and identity validation, and automation of registrations and contractual processes. According to Diórgenes Eugênio, Head of Gen AI at BlueMetrics, “The project developed with this client to extract information from identification documents had several phases and approaches, considering that there are several possibilities for extracting organized textual information from images. The first major obstacle we identified was that the orientation of the images directly affected the models’ ability to identify and extract the information. After identifying this obstacle, we explored some solutions, including using Generative AI models to identify the number of degrees needed to leave the image in a standard orientation. However, the results were not satisfactory. Therefore, our final pipeline used Tesseract running alongside an API to identify the need for rotation. After that, we evaluated several techniques used to improve the quality of the images, improving the character recognition capacity. For the specific context of identification documents, not all of them presented significant gains. The project generated a major impact on the business, considering that the major difficulty of OCR solutions today is organizing the information, correlating the extracted text with the information in the document. In addition to this advancement, the architecture we created proposes constant evolution, as we increasingly have cheaper and more capable models.” Main features The solution brought some important technological differences, capable of generating positive impacts not only on the effectiveness of processes but also on the customer experience, thus translating into concrete results for the operation as a whole. Intelligent preprocessing: Automatic detection of document orientation. Correction of image positioning and optimization. Advanced Extraction Pipeline: Multimodal Generative AI models for data mining. Intelligent categorization system and parallel processing. Solution differentials: Adaptability: compatible with different documents and guidelines. Precision: reduced errors and greater accuracy in data extraction. Scalability: cloud-native architecture to process large volumes of documents. How about developing a solution like this for your company? Results: The implementation of the solution brought a series of benefits to the client, resulting in concrete and immediate financial results. Operational Efficiency Reduction of operational costs and average onboarding time; Elimination of bottlenecks in document processing; High productivity with greater simultaneous processing capacity. Quality and precision High accuracy in data extraction and categorization; Significant reduction in errors and rework. Business impacts Greater scalability to meet peak demand; Flexibility to process multiple types of documents; Evolutionary solution, aligned with future needs. Compliance and security Full traceability and compliance with financial regulations; Improved detection of fraud attempts. Technologies used The solution was designed using several AWS technologies, including: AWS Services ECS Lambda Bedrock S3 DynamoDB EventBridge Languages, Libs, and Frameworks Python Tesseract OpenCV Conclusion: With the new Generative AI solution, the client revolutionized its document validation processes, consolidating its position as a leader in innovation in the financial market. “The partnership with BlueMetrics demonstrated how advanced technology and an agile implementation methodology can transform operational challenges into lasting competitive advantages,” adds Gabriel Casara. How about creating a case like this for your company? Let's schedule a call . Discover some Use Cases . About BlueMetrics BlueMetrics was founded in 2016 and has already delivered more than 160 successful solutions in the areas of Data & Analytics, GenAI and Machine Learning for more than 70 companies in the United States, Brazil, Argentina, Colombia, and Mexico. It has its own methodology and a multidisciplinary team focused on delivering solutions to real challenges in the business world.

Personalization in customer service Automation of the recommendation process Scalability with artificial intelligence AI-generated image AI-generated summary: A well-established company in the corporate gifts market, operating three online platforms, faced challenges in personalizing and scaling its service due to the complexity of the sector. To optimize the first service and recommend products more accurately, BlueMetrics developed a solution based on GenAI. The technology enriched product category data, created a structured knowledge base, and implemented a contextual virtual assistant. Overview Our client is a well-established company in the corporate gifts market, operating three online platforms that connect suppliers and buyers. Highly competitive, this sector is characterized by high complexity in decision-making, due to the extensive variety of products and specificities of each demand. To stand out in a constantly evolving market, the client needed a solution capable of combining personalization, agility, and precision in the customer experience, in addition to scaling its operations without increasing proportional costs. Based on this context, BlueMetrics was called to propose a solution capable of bringing significant improvements to the customer journey. “We are experts in developing real solutions for real problems,” says Gabriel Casara, CGO of BlueMetrics. “Therefore, this type of challenge is very much in line with both our working method and our solution offering.” Problem: How to optimize initial service and product category recommendations? This client’s operations faced significant challenges that compromised efficiency and customer experience. Service was limited to business hours, which restricted support to customers outside of business hours. In addition, there was a high reliance on individual agent knowledge, resulting in a manual process of interpreting requests and directing them, often leading to delays and errors. Among the technical limitations, it was identified that the category data had little semantic content and a lack of systematization regarding purposes and events appropriate for each category, which made it difficult to adopt an intelligent recommendation system. According to Diórgenes Eugênio, Head of GenAI at Bluemetrics, “The big difference in the virtual assistant project for this e-commerce site is precisely the creation of the knowledge base through the use of LLM models. This approach allowed us to deliver much more context to the assistant. At first, we had very little semantic information about the categories, and we finished the project with an automated pipeline that processes all the content coming from the e-commerce site and semantically and contextually improves the data to serve as a source of reference for the virtual assistant. This project was a pioneer within Bluemetrics in terms of the use of LLMs for data enrichment.” From a business perspective, delays in first-time customer service negatively impact customer satisfaction. Furthermore, the overload of staff during seasonal periods, such as Christmas and the end of the year, further aggravated the situation, leading to imprecise directions, rework, and loss of business opportunities. These bottlenecks generated a series of direct impacts on the business: Customer dissatisfaction with high response times; Unintentional favoritism of certain suppliers; Limitations in business growth due to the manual service model. Faced with these challenges, the client needed a scalable, impartial solution capable of providing 24/7 service, reducing response time, and democratizing access to supplier options. Therefore, BlueMetrics developed an intelligent solution to automate and optimize the initial service process. The solution: GenAI for personalization and scalability To address the challenges identified, the client implemented a robust solution based on Artificial Intelligence, structured around three main pillars, as we will see below: Data enrichment This process begins with the processing of XML data extracted from customer platforms, using Amazon Bedrock LLM models to enrich product category descriptions. In addition, relevant context about events and appropriate purposes for each category is added, resulting in a rich and highly structured knowledge base that serves as the foundation for other functionalities. Smart knowledge base The enriched information is converted to PDF files and stored in a vector database optimized for semantic search. This architecture ensures not only efficient search but also continuous updating of the data, maintaining the relevance and accuracy of the information over time. Contextual virtual assistant This assistant is designed to interact naturally with customers, understanding their context and specific needs. Using Information Retrieval (IRA) techniques, it offers relevant and unbiased recommendations, suggesting product categories accurately and appropriately for each situation. Once integrated, these components resulted in an innovative and effective solution, allowing the client to optimize initial service, reduce operational bottlenecks, and provide a more personalized and satisfactory shopping experience for its customers. How about developing a solution like this for your company? Results: The implementation of the virtual assistant based on Artificial Intelligence brought a series of benefits to the client, translating into concrete and immediate financial results. Operational Benefits 24/7 service, eliminating dependence on business hours; Reduction in initial waiting time for service; Standardization in the recommendation process; Unlimited simultaneous service capacity; Reduction of manual workload for staff. Technical benefits Semantically enriched knowledge base; Scalable and flexible architecture; Ease of incorporating new LLM models; Simplified knowledge base maintenance. Customer Benefits Instant responses to requests; More precise and contextualized recommendations; Unbiased category suggestions; Better experience in the purchasing journey; Greater assertiveness in choosing products. Technologies used The solution developed for this e-commerce client was designed using AWS technologies, including: AWS Services OpenSearch Bedrock Lambda CloudWatch S3 Amplify Cognito StepFunction Languages, Libs, and Frameworks Python Streamlit Fast API Conclusion The implementation of the GenAI-based solution has enabled this e-commerce player to scale its operations and significantly improve customer experience, further consolidating its position in the corporate gifts market. With a robust, scalable, and highly personalized system, the company is now prepared to meet growing demand, maintaining quality and assertiveness as competitive differentiators. How about creating a case like this for your company? Let's schedule a call . Discover some Use Cases . About BlueMetrics BlueMetrics was founded in 2016 and has already delivered more than 160 successful solutions in the areas of Data & Analytics, GenAI and Machine Learning for more than 70 companies in the United States, Brazil, Argentina, Colombia, and Mexico. It has its own methodology and a multidisciplinary team focused on delivering solutions to real challenges in the business world.

Automation data collection Optimization of the decision-making process Results with a clear and accessible presentation AI-generated image AI-generated summary: One of Brazil’s largest manufacturers of heavy commercial vehicles was looking to optimize its production planning to increase operational efficiency and reduce costs. Facing challenges such as lengthy manual analyses and impacts on productivity, the company adopted a solution developed by BlueMetrics. Using optimization algorithms based on linear programming, the platform automated critical processes, reducing analysis time from 4 hours to 6 seconds and improving operational predictability. Overview Our client has been in business for nearly half a century and is one of the largest manufacturers of heavy commercial vehicles in Brazil, with a strong presence throughout Latin America. It produces a complete line of buses and trucks, with a gross vehicle weight ranging from 3.5 to 125 tons, divided into three families. The manufacturer has also developed a complete line for passenger transportation, focusing on the rural, urban, charter, highway, and school bus markets. In a sector where operational efficiency is essential to maintain competitiveness, the company identified an opportunity to optimize its production planning process to meet market demands with agility and precision. According to Gabriel Casara, CGO of BlueMetrics, “We were called in to help solve a problem that is crucial for any company in the industrial segment: the need for greater process efficiency, which translates into operational gains and profitability. And for this, the solutions we have developed in the areas of AI, Machine Learning, and Process Optimization proved to be ideal.” To address the challenges of managing thousands of components and vehicle model combinations, as well as reducing the time spent on manual feasibility analysis, BlueMetrics implemented a customized solution for this manufacturer. Developed to automate and optimize critical processes, the platform allowed the factory to increase productivity, reduce costs, and improve operational predictability. Problem: How to make operational processes more efficient and automated? As with any industrial assembly line that deals with complex processes and automation, production planning for this industrial customer faced significant challenges: Operational Approximately 4 hours per day were dedicated to manual feasibility analysis, totaling 80 hours per month of repetitive and error-prone work. Commercials Planning failures could result in line stoppages, delivery delays, and suboptimal sequencing, affecting productivity. Financial The lack of accurate analysis compromised the maximization of production capacity and generated additional costs in inventory management. In a context of increasingly shorter delivery times, constant search for process optimization, and constant challenges in the supply chain, the need for an automated and intelligent solution has become essential to ensure the company's efficiency and competitiveness. This was an ideal use case for the type of offering developed by BlueMetrics: a client with a clear need, with a strong impact on the company's performance, requiring an efficient, adherent, and quickly implemented solution to deliver concrete results in the short term. AI-generated image Solution: linear programming for the automation and optimization of processes The solution was designed to automate and optimize production planning in the factory. The technology uses an optimization algorithm based on linear programming to analyze production and inventory data in real time, ensuring greater accuracy and agility. According to Diórgenes Eugênio, Head of Gen AI at BlueMetrics, “This project had several challenges, mainly because it was a very specific niche with detailed concepts. The initial meetings were crucial to the success of the project, as this was where the manufacturer’s team was able to show the entire process and what the factory’s pain points were within the sequencing process. After the first phase of understanding the problem and concepts, we worked to understand the data sources and how we could make the process automation viable. From that point on, we already knew how we would technically approach sequencing optimization, but we still needed to define some strategies to extract all the necessary information from a table with more than 400 rows and 400 columns. After a few attempts and meetings with the client’s team, we were able to optimize data extraction, ending up with five seconds for data collection and transformation. With the data structures ready, we applied the linear programming algorithm, which always sought to maximize the number of KNRs produced. After a few iterations, we arrived at a result that guaranteed the best assembly sequence for the production line. The participation of the client’s team was fundamental in building this solution.” The basis of a good project is a reliable and resilient data structure. Therefore, a data and analysis pipeline was developed that uses the Prognose table, widely used in the factory, as its main source. This table allows operators to correlate part number balances with KNRs in production, enabling vehicle assembly according to parts availability. The extraction and transformation of this data were performed in the first stage of the pipeline, converting it into optimized structures for the execution of the optimization algorithm. These new structures provide fundamental insights, such as KNRs pending analysis, updated part number balance, and the list of components required to assemble each KNR. With the information organized, an optimization algorithm based on linear programming was implemented. This algorithm was designed to maximize a specific objective: to produce the largest number of KNRs possible, efficiently using the available part number balances and viable combinations for assembly. Finally, the solution was developed taking into account three important pillars: the automation of data collection, making it faster and more reliable; the optimization of the decision-making process, to present the best production possibilities quickly and assertively; and a user-friendly, secure and intuitive interface, to facilitate the adoption of the solution among the different teams involved. Main features: Data Collection Automation: Automatic extraction of information from the Prognose spreadsheet, including KNRs (vehicle reference numbers), component requirements, and stock balances. Efficient integration with existing customer systems. Optimization Algorithm: Calculation of the best production combination in just 6 seconds. Maximizing the volume of vehicles produced, considering stock restrictions. Intuitive Interface: Development of a dashboard in Streamlit, which presents results in a clear and accessible way. Hosting in the AWS cloud environment, ensuring scalability and security. How about developing a solution like this for your company? Results: This solution implementation brought significant operational gains to the client, resulting in concrete and immediate financial results. Furthermore, Gabriel Casara points out that the proprietary blue4AI methodology provides, after the delivery of the solution, a vision of continuous optimization to identify new opportunities for improvements and positive impact on the business. Operational Efficiency: Analysis time reduced from 4 hours to just 6 seconds (99.96% reduction). Elimination of 80 monthly hours of manual work. Increased accuracy of production planning. Production Optimization: Optimized production line sequencing. Maximization of the number of vehicles produced per period. Better use of available resources and reduced risk of unscheduled downtime. Financial Impact: Reduction of costs with inventory management. Potential increase in revenue by optimizing production capacity. Qualitative Benefits: Greater predictability and agility in decision making. Scalable and adaptable process for other production scenarios. Technologies used The solution was designed using AWS technologies, including: AWS Services EC2 Application Load Balancer Languages, Libs, and Frameworks Python Streamlit Pulp OpenPyxl Pandas Plotly Conclusion With this solution, the manufacturer reinforced its commitment to innovation and efficiency, consolidating itself as a reference in the use of advanced technologies for the automotive sector. For BlueMetrics, this case was a great opportunity to demonstrate how companies work, applying a proprietary methodology that provides great agility and adherence to projects, as well as agile and uncomplicated implementation, which emphasizes business vision and the generation of concrete, short-term results for the client. Want to build a case like this for your company? Let's chat. Discover some Use Cases . About BlueMetrics BlueMetrics was founded in 2016 and has already delivered more than 160 successful solutions in the areas of Data & Analytics, GenAI and Machine Learning for more than 70 companies in the United States, Brazil, Argentina, Colombia, and Mexico. It has its own methodology and a multidisciplinary team focused on delivering solutions to real challenges in the business world.

AI-generated image AI-generated summary: Personalizing user experiences with Generative Artificial Intelligence (GenAI) and Machine Learning (ML) has become a key competitive differentiator for companies across a range of industries. Data quality and structure are essential for AI models to deliver accurate interactions, efficient predictions, and highly personalized experiences. Industries such as healthcare, education, retail, finance, and hospitality are already using generative AI to optimize operations, improve customer service, and drive automated decision-making. In recent years, and increasingly, personalizing the user experience has become a crucial competitive differentiator for companies using Generative Artificial Intelligence (GenAI) and Machine Learning (ML). At the heart of this transformation is one essential element: data. The quality, structure, and volume of data determine the effectiveness of an AI model in delivering personalized experiences, accurate predictions, and contextual interactions. According to a McKinsey study, “Data cannot be an afterthought in generative AI. It is the essential fuel for a company to extract real value from technology.” The importance of data for GenAI and Machine Learning models GenAI and ML models intrinsically depend on data quality to: Create more accurate and coherent responses The richer and more well-structured the dataset, the better the model understands the context of interactions and provides more relevant suggestions. Personalize experiences in real time Models trained with contextual data can tailor content and recommendations to each user’s specific needs. Enhance automated decision making High-quality data allows AI to anticipate demands and propose solutions autonomously and efficiently. Real-world examples of AI personalization AI-generated image The application of generative AI to personalize experiences is already a reality in several sectors. Here are some practical examples: Health Sector Jimenez Diaz Foundation In Madrid, the foundation has implemented the AI system “Mobility Scribe”, developed by the Quirónsalud hospital group. This system listens to conversations between doctors and patients, generates understandable medical reports, and suggests treatments that doctors must validate. The initiative aims to reduce administrative tasks for healthcare professionals, allowing them to dedicate more time and attention to patients. SalienceAI This startup focuses on developing and deploying AI specifically for the pharmaceutical industry, with an emphasis on data security and compliance with regulations such as HIPAA. Its algorithms are designed to perform well on biomedical data, helping to analyze and interpret complex information to offer personalized treatments. Education Sector AI-Powered Educational Platforms Educational institutions are integrating generative AI to create personalized content that adapts to each student’s pace and learning style. For example, intelligent tutoring systems analyze individual performance and provide tailored study materials and exercises, improving efficiency and engagement in the educational process. Educational Virtual Assistants Tools such as educational chatbots are being used to answer students' questions in real time, offering ongoing support outside of class hours and contributing to a more interactive and personalized learning experience. Here at BlueMetrics, we have developed several educational platforms and assistants for some of the biggest players in the Brazilian market. If you want to know more about this, get in touch . Online Retail Personalizing Shopping Experiences E-commerce companies are using generative AI to analyze customer buying behavior and preferences, offering highly personalized product recommendations. This approach not only improves the user experience but also increases conversion rates and loyalty. Virtual Shopping Assistants E-commerce platforms are implementing AI-based virtual assistants that interact with customers, answering questions and helping them choose products, making the purchasing process more intuitive and personalized. In the e-commerce sector, we have a very interesting case that involves Product Augmentation and Recommendation solutions. Discover it . Banking Sector BV Bank In collaboration with Accenture and Google Cloud, Banco BV has implemented the “GenCore” project, which uses generative AI to create hyper-personalized interactions with customers. During the trial period, the technology accelerated the creation of communications by up to 80% and increased the degree of personalization by 100 times, offering services aligned to the individual needs of customers. BBVA The Spanish bank has launched the conversational assistant “Blue”, developed in partnership with OpenAI. This assistant, integrated into BBVA’s mobile app, offers more than 120 functionalities, allowing customers to manage accounts and cards in a personalized and efficient way. Commonwealth Bank The Australian bank has embraced AI to enhance customer service, deploying intelligent chatbots that respond to queries in a personalized manner and in real time. This initiative has resulted in a significant reduction in the need for additional call center staff and improved operational efficiency. Here at BlueMetrics, we have a success story involving the use of AI to process customer documentation for one of the largest banks in Brazil. Check it out. Hotel Sector HotelPlanner.com The hotel booking platform has deployed AI-powered travel agents that can handle customer inquiries in a surprisingly human-like manner. These agents, trained on data from millions of recorded calls, can converse in 15 different languages, providing personalized recommendations, quoting prices, and processing payments. In their first month of operation, the AI agents handled 40,000 inquiries and processed nearly $200,000 in room reservations. HiJiffy The Portuguese startup uses generative AI to transform the guest experience in the hospitality industry. Its automated solutions enable hotels to offer personalized interactions in real time, answering questions, making recommendations, and resolving issues efficiently, significantly improving customer satisfaction. Hotelverse This startup has developed a platform that allows customers to select specific rooms through digital twins, providing an immersive and personalized experience. The technology has already been adopted by major hotel chains, such as Hyatt Hotels and Radisson Hotel Group, standing out for its innovation in personalizing the guest experience. At BlueMetrics, we serve one of the largest resort chains in Mexico. After helping them structure their data pipeline, we are now developing solutions that use all this information to provide better experiences for their guests and customers. How about developing solutions like these for your company? The BlueMetrics difference: expertise in complex data and AI projects At BlueMetrics, we understand that a well-structured data foundation is essential for effective GenAI and ML solutions. Our track record proves our ability to tackle complex data and AI projects, applying proprietary methods and cutting-edge technologies to transform raw data into valuable insights and actionable intelligence. Gabriel Casara, CGO of BlueMetrics, highlights: Gabriel Casara, CGO at BlueMetrics, highlights the importance of a well-structured database for the success of AI solutions. “Our data expertise allows us to develop GenAI and Machine Learning solutions that go far beyond automation. We create models that truly add value to the business, personalizing experiences and optimizing operations in a scalable way.” With over 160 projects delivered for over 70 clients in the US and Latin America, ranging from large corporations to innovative startups, our experience is broad and diverse. In addition, our practical, entrepreneurial, and results-oriented approach ensures that the data, GenAI, and Machine Learning solutions we develop add real value to businesses, providing fast and measurable results. Denis Pesa, CEO at BlueMetrics, reinforces the strategic impact of intelligent data usage. “Companies that master the use of data are the ones that will be at the forefront of the market in the coming years. Investing in GenAI and Machine Learning without a solid approach to data is like trying to build a building without a foundation. Our role at BlueMetrics is to ensure that this foundation is robust, reliable and capable of driving real results.” GenAI and ML as drivers of business growth strategy Investing in GenAI and Machine Learning projects is not just a matter of technological innovation, but an essential strategy for companies seeking to grow and differentiate themselves in the market. With increasing competition in several sectors, the adoption of generative AI can become a decisive factor in boosting operational efficiency, personalizing customer interactions, and exploring new business opportunities. Strategic advantages Companies that incorporate generative AI into their operations experience benefits that go beyond traditional automation. Some of the key differentiators include: Improving Customer Experience GenAI enables highly personalized interactions by adapting to each user’s specific history, preferences, and needs. Advanced chatbots, virtual assistants, and hyper-personalized recommendations are examples of how AI can enhance customer relationships. Intelligent Process Automation Unlike conventional systems, generative AI can learn from large volumes of data and optimize workflows, reducing costs and increasing productivity. This is particularly useful in industries such as customer service, finance, marketing, and supply chain. Custom Content Generation Media, advertising, and e-commerce companies already use AI to create personalized texts, images, and videos on a large scale, ensuring greater engagement and efficiency in communication with consumers. Data-Driven Decision Making With insights extracted from structured and unstructured data, generative AI helps predict market trends, analyze risks, and create more assertive business strategies. Scalability and Efficiency Well-trained AI models can handle an increasing volume of data and transactions without compromising the quality of analysis or service delivery. This allows businesses to scale without proportionally increasing their operational costs. The Role of BlueMetrics in Digital Transformation At BlueMetrics, we combine our data expertise with cutting-edge technology to deliver solutions that make a difference. Our projects are developed to meet the specific needs of each client, ensuring that GenAI and Machine Learning are used as efficiently and strategically as possible. Our commitment is to transform data into valuable insights that drive business growth, providing a real competitive advantage in the market. With an approach focused on innovation and scalability, we help companies across all sectors to adopt AI strategically, maximizing results and optimizing operations. If your company is looking for customization, scalability, and efficiency, contact us and find out how we can transform your data into a competitive advantage. Conclusion Personalization through generative AI represents a promising frontier for companies across a variety of industries. However, the success of these initiatives depends directly on the quality and structure of the data used. With a solid approach and experienced partners, it is possible to transform data into personalized experiences that delight customers, optimize operations, and drive business growth. Companies that invest in the combination of GenAI, Machine Learning, and data not only improve their operational efficiency but also create new business models and position themselves at the forefront of innovation. To stand out in the digital economy, it is essential to invest in AI with a strategic and results-oriented vision – and that is exactly what we want to talk to you about. Let's talk about it. Discover some Use Cases .

Personalization in customer service Automation in the recommendation process Scalability with artificial intelligence AI-generated image AI-generated summary: A large Brazilian company, the result of a joint venture between two leading players in the real estate and financial markets, faced challenges in responding to queries about financing, dealing with high demand, long response times, and team overload. To solve this problem, BlueMetrics developed a solution based on Generative AI, which automates service, provides accurate and scalable recommendations, and stores interactions to generate strategic insights. Overview The client in question is a joint venture formed by two important players in the real estate and financial markets, operating in the real estate credit segment since 2021. Its portfolio includes intermediation of loans for individuals, home equity, and acquisition of portfolios of receivables from installment sales of real estate. With the growing demand for digital services, customers are increasingly looking for fast, accurate answers that are available 24/7. At the same time, the financial market is marked by the complexity of products and processes, which include multiple steps and require detailed explanations. To meet this challenging scenario and ensure agile and scalable service, this company was looking for a solution capable of automating customer support, reducing analyst overload, and maintaining consistency in responses. It was from this context that BlueMetrics developed an innovative project based on GenAI. Market context: Growing demand for digital services Need for 24/7 availability Preference for self-service channels Complexity of financial operations Multiple steps in the process High demand for specific clarifications Problem: How to optimize service and provide accurate answers about financing? The client faced significant operational, commercial, and technological challenges in its operations. The high volume of questions about real estate financing processes and modalities was overloading the team of analysts and causing delays in service. "Our goal was to create a solution that allowed scalability and precision, providing reliable answers in an automated and agile way" , says Gabriel Casara, CGO of BlueMetrics. Operational limitations: Overloading analysts with repetitive and basic questions; High response time for simple questions; Exclusive dependence on human assistance; Lack of standardization in responses. Business limitations: Difficulty in scaling the service; Lack of 24/7 support; Lack of consolidated metrics on frequently asked questions; Loss of business opportunities due to delays in service. Technological limitations: Lack of an automated system for frequently asked questions; Lack of centralized knowledge base; Difficulty in analyzing service histories; Information updates made in a non-systematic manner. The company needed a solution capable of automating initial service, scaling its operation, and improving the customer experience. The Solution: GenAI for More Personalization and Scalability AI-generated image Through BlueMetrics services, the client implemented an intelligent virtual assistant, developed with AWS services and Generative AI, structured around three main pillars: Knowledge Base Building Pipeline The process began with the consolidation of corporate documents and institutional content. This data was structured and semantically enriched using generative AI models via Amazon Bedrock, creating a robust and easily searchable knowledge base. Intelligent conversational interface Powered by cutting-edge LLM models, the virtual assistant is designed to understand complex questions and provide fast, accurate and impartial answers about financing, process steps and products offered. Storage and analysis of conversation history All interactions are stored, allowing continuous analysis of the main questions and constant improvement of the assistant, in addition to providing valuable insights for the business. According to Diórgenes Eugênio, Head of GenAI at BlueMetrics: "The project required a great deal of collaboration with the client. After the first delivery for approval, the client reported that, because some topics were very similar, we sometimes obtained imprecise results. So, in close collaboration with the client, we defined a new way of building the knowledge base to obtain a much better result. After these changes, the solution met all of the client's expectations, a success!" Immediate benefits: Reduction of analysts’ workload; 24/7 customer service. How about developing a solution like this for your company? Results: The implementation of the virtual assistant brought concrete and measurable results for the client, including operational gains, improvements in customer experience, business intelligence and scalability. Operational Optimization Significant reduction in the time spent by analysts answering basic customer questions; Freeing up the team for strategic activities with greater added value; Support available 24/7, allowing customers to get answers even outside of business hours. Business intelligence Instant access to information about financing processes and models; Intuitive conversational interface to clarify doubts; Availability of complete conversation history for future reference; Consistency in responses provided to customers. Service scalability Ability to serve multiple customers simultaneously; Reduction in waiting time for service; Standardization of the information provided. The implementation of the virtual assistant has modernized customer service, but has also established a solid foundation for strategic decision-making through the analysis of customer interactions, representing an important step in the company's digital transformation and the continuous improvement of its services. Standardization of responses and information; Generating insights through conversation history; Better user experience with instant responses; Reduction of operating costs. Implementing this solution does more than modernize customer service in the real estate finance sector: it also creates a solid foundation for future analysis and continuous improvements in business processes, setting a new standard of efficiency in the sector. Technologies used The solution was designed using several AWS technologies, including: AWS Services Bedrock OpenSearch S3 Lambda DynamoDB API Gateway Cognito Amplify Languages, Libs, and Frameworks Python Javascript Node React Conclusion: The partnership between the mortgage client and BlueMetrics resulted in significant improvements in operational efficiency and customer service quality. By implementing the virtual assistant, the client achieved substantial gains in agility, scalability, and standardization, while freeing up its analysts for strategic tasks. “Seeing the direct impact of this solution on the client’s operations reinforces our mission to create real solutions for real problems,” said Gabriel Casara, CGO at BlueMetrics. In addition to modernizing customer service, the project brought business intelligence and valuable insights for the company's future development, consolidating a new level of efficiency and innovation in the financial sector. How about creating a case like this for your company? Let's schedule a call . Discover some Use Cases . About BlueMetrics BlueMetrics was founded in 2016 and has already delivered more than 160 successful solutions in the areas of Data & Analytics, GenAI and Machine Learning for more than 70 companies in the United States, Brazil, Argentina, Colombia, and Mexico. It has its own methodology and a multidisciplinary team focused on delivering solutions to real challenges in the business world.

AI-generated image AI-generated summary: In the financial market, technologies such as Machine Learning and Generative AI are being used in areas such as fraud prevention, risk management, service personalization, and market analysis. Financial institutions that adopt these solutions see gains in efficiency, cost reduction, and increased revenue. In addition, AI facilitates regulatory compliance, optimizes customer service, and improves portfolio management. The advancement of Artificial Intelligence (AI) is redefining the financial market, bringing innovations ranging from process automation to advanced data analysis for more accurate forecasts. Technologies such as Generative AI (GenAI) and Machine Learning (ML) are transforming the way banks, brokerages and investors make decisions, driving efficiency and reducing risk. In this dynamic scenario, understanding how these tools are shaping the sector becomes essential for companies and professionals who want to remain competitive. AI in the financial market: the basis of a new standard of excellence Adopting AI in the financial sector is no longer optional, but a strategic necessity. Financial institutions are increasingly investing in AI to automate tasks, analyze large volumes of data, and offer more personalized services to customers. NVIDIA’s “State of AI in Financial Services” report, published in February 2025, indicated that more than 60% of companies in the sector reported an annual cost reduction of at least 5% thanks to the implementation of AI-based solutions. In addition, the same study highlighted that almost 70% of respondents saw a revenue increase of 5% to 20% due to the adoption of AI. "At BlueMetrics, we believe that artificial intelligence, as long as it is based on a well-balanced data structure, is the key to leveraging the financial sector. Our mission is to enable companies to use the power of AI to optimize processes, reduce costs and offer exceptional customer experiences," says Denis Pesa, CEO of BlueMetrics. AI-generated image Some applications of AI in the financial sector 1. Corporate Records and Market Intelligence AI makes it easier to collect and analyze corporate data, ensuring financial institutions maintain accurate and up-to-date records. Additionally, Machine Learning (ML) techniques identify market trends and provide valuable insights for strategic decision-making. Tiger Brokers , a Chinese brokerage firm, has integrated the DeepSeek-R1 AI model into its chatbot, TigerGPT, enhancing market analysis and trading capabilities. This innovation has provided clients with deeper insights into their investment decisions. 2. Production of ESG Strategies and Initiatives AI can be used to develop and monitor strategies related to environmental, social and governance (ESG) factors. Advanced algorithms analyze sustainability data and help create initiatives that meet ESG criteria. Capgemini uses generative AI and cloud solutions to drive sustainable transformation in businesses. These technologies help improve competitiveness, productivity and sustainability, while aligning corporate operations with ESG criteria. 3. Claims Assessment, Fraud and Irregularity Detection Fraud detection and prevention are critical areas where AI has excelled. ML algorithms monitor transactions in real-time, identifying suspicious patterns and preventing fraudulent activity. Banco Original implemented an AI platform in partnership with IBM, using chatbots for customer service and facial biometrics to validate high-value transactions. These initiatives have resulted in greater security and efficiency in banking operations. 4. Agility in the Subscription Process, Review and Comparison of Policies Automation of underwriting and policy review processes is another area where AI can benefit. ML models can quickly analyze large volumes of data, streamlining credit approval and risk assessment. Upstart, a US fintech, uses ML to improve its credit underwriting processes. The company has developed a prototype that predicts invoice payments with up to 77% accuracy, improving customer prioritization and supporting collectors’ daily work. 5. Customer Service Support AI-powered chatbots and virtual assistants provide immediate support to customers by answering frequently asked questions and resolving common issues. This improves the user experience and frees up human resources for more complex tasks. Banco Original implemented the "Original Bot", a digital tool that interacts with customers via Facebook Messenger, providing programmed responses on various banking services. This initiative resulted in more than 1 million monthly chatbot services, increasing efficiency and customer satisfaction. 6. Documentation and Management of Risk Models AI helps create and maintain more accurate risk models by analyzing historical data and identifying patterns that may indicate potential financial problems. This enables more proactive and informed risk management. Raiffeisen Bank International (RBI) has collaborated with Reply to develop a portfolio optimization solution using the concept of Quantum Annealing. This innovative approach has enabled the efficient analysis of large volumes of data, improving accuracy in risk management and investment decision-making. 7. Automated Data Ingestion for Quantitative Analysis AI enables the automation of financial data collection and structuring, speeding up quantitative analysis and eliminating time-consuming manual processes. This enables faster, more informed decisions for traders, analysts, and investment managers. JPMorgan Chase has developed the COiN (Contract Intelligence) platform, which uses machine learning to analyze and extract critical data from legal documents. This innovation has significantly reduced the time required to process and interpret large volumes of data, increasing efficiency and accuracy in financial operations. 8. Portfolio Management and Next Best Action The use of AI in portfolio management enables the personalization of investment strategies based on the risk profile and preferences of clients. Additionally, ML algorithms help predict the next best action for each investor. Spanish company Renta 4 has implemented AI systems to optimize investment portfolio management by analyzing large volumes of market data and adjusting strategies based on real-time economic conditions. 9. Policy and Regulation Search Engine AI is making it easier to access financial industry regulations and standards, helping companies stay compliant with legal requirements. AI-powered systems can process and interpret large volumes of regulatory text in seconds. HSBC has implemented AI tools to monitor and interpret global regulatory policies, ensuring compliance with different legislation and avoiding sanctions risks. These automated solutions enable the bank to quickly adapt to regulatory changes while maintaining compliance efficiently. 10. New Customer Onboarding Process Automating customer onboarding reduces friction in the account opening process and improves the user experience. AI and biometric recognition ensure fast and secure identity verifications. German digital bank N26 uses digital onboarding processes that allow customers to open an account in minutes, directly from their smartphone. This innovative approach speeds up identity verification and improves the user experience, reflecting the efficiency that AI brings to the financial industry. Want to see GenAI, Machine Learning, and data solutions making a difference in your company? The role of data and language models The Importance of Data Pipelines in the Finance Ecosystem A well-structured data pipeline is essential to ensure that AI models operate efficiently and securely. In the financial sector, where data accuracy and security are crucial, effective data pipeline management directly impacts the quality of predictions and analyses generated by AI. Main steps of a data pipeline: Data Ingestion Collecting information from internal databases, financial market APIs, and external sources such as economic news. Processing and Transformation Cleaning and structuring data to ensure the quality of the analysis. Secure Storage Use of data lakes and cloud solutions to manage large volumes of information. Distribution and Consumption Integration of processed data into risk management, economic forecasting and credit decision systems. "With AI and well-structured data, it is possible to transform financial management and strategically reduce risks" , adds Gabriel Casara, CGO of BlueMetrics. Language Models (LLMs): increasingly decisive Large Language Models (LLMs) are fundamental in improving the customer experience and in the way financial institutions manage information and interactions with their different audiences and partners. Models such as GPT and BERT enable the automation of complex tasks, from the analysis of financial documents to the generation of market reports. Text Generation Used in chatbots and virtual assistants, LLMs provide quick and accurate answers to financial queries. Sentiment Analysis They monitor opinions about the company and market trends from social networks and financial news. Report Automation They reduce the time spent on reporting, generating valuable insights from large volumes of data. Additionally, AI models combined with Retrieval-Augmented Generation (RAG) enable up-to-date information to be incorporated in real time. This means that enterprise virtual assistants can provide accurate answers based on the latest financial data, and legal research systems can streamline regulatory and regulatory queries in the financial sector. The ability of language models to process large amounts of data quickly and accurately is essential for banks and financial institutions that deal with a massive flow of information daily . From personalizing customer service to detecting fraud, these technologies are making financial operations safer and more efficient. How BlueMetrics makes a difference for the financial sector BlueMetrics has stood out in the financial market by providing innovative solutions based on Generative AI and Machine Learning. With more than 160 projects delivered to over 70 clients in Brazil and the US, the company has helped financial institutions implement AI strategically, accelerating processes and optimizing operations. BlueMetrics' main deliveries for the financial sector include: Automations : implementation of virtual assistants and chatbots to improve customer experience and reduce operational costs. Fraud prevention models : advanced solutions that identify suspicious transactions in real time, reducing financial risks. Risk analysis optimization : development of ML models to assist in credit decision-making and risk management. Regulatory process improvement : AI-based tools to ensure compliance with financial and regulatory standards. Regarding the importance of AI for the financial sector, Denis Pesa highlights: "Generative Artificial Intelligence and Machine Learning are determining factors for competitiveness in the financial market. The ability to analyze data on a large scale, personalize services, and prevent fraud in real time puts institutions that adopt these technologies ahead of the competition." With AI and efficient data management, financial institutions can operate with greater precision, security, and innovation, ensuring an increasingly digital and agile future. Conclusion The transformation brought about by Artificial Intelligence in the financial sector is an irreversible path, where an innovative mindset and advances in technology go hand in hand to shape a more efficient, secure, and personalized market. As financial institutions continue to adopt these solutions, new opportunities arise for the creation of services and products that add value to both companies and customers. However, the real difference will lie in the ability to combine the strategic use of AI with robust data governance and an organizational culture that values adaptation and ethics. Success in implementing AI is not limited to efficiency gains or cost reductions, but rather to an exponentially better experience for customers, as well as gains in terms of security and process governance. If you work in a financial services company and want to explore the immense potential of AI, we are ready to talk and build your next project together! 🚀 Let's talk about it? Discover some Use Cases .