Brazilian insurance and financial services platform modernizing with AI and automation
CNP Seguradora operates an insurance, consortium, and financial-services business across Brazil, structured around SAP, SQL, and Microsoft 365 for core operations. The tech stack reveals active modernization: Genesys Cloud for contact-center migration, n8n + Dialogflow + LangChain for conversational AI, and Power Automate for workflow automation. Projects and pain points converge on two strategic priorities—building an AI-first operating model (governance framework, generative voice/text implementation, AI product lifecycle) and operational efficiency (first-contact resolution, customer-effort reduction).
CNP Seguradora provides insurance, consortium, capitalization, and dental-plan products to individuals and businesses across Brazil. The company is part of the CNP Assurances group and emphasizes financial-access democratization through strategic partnerships. Operations span finance, marketing, data, product, security, and legal functions. Current focus includes ESG-strategy implementation, regulatory compliance, and modernizing customer-contact infrastructure. The organization is evaluating generative AI for customer-facing and internal processes while managing solvency and new-product approval workflows.
Core systems: SAP, SQL, Microsoft 365 (Excel, SharePoint, PowerPoint). Customer engagement: Genesys Cloud for contact center. Automation and AI: n8n, Power Automate, Dialogflow, LangChain. Analytics: Power BI. Collaboration: Miro, Figma, Notion.
Main projects: ESG-strategy implementation, Genesys Cloud contact-center modernization, generative AI for voice and text, conversational-flow design, AI governance and product-lifecycle frameworks, solvency calculation, and new-product feasibility. Challenges include reducing customer effort, increasing first-contact resolution, and building AI-first culture alongside regulatory compliance.
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