Cases / ITAÚ

Paragon Case: A Success Story with Itaú Unibanco
As one of Brazil’s top three financial institutions, Itaú Unibanco is relentless in its pursuit of customer service excellence. Within this framework, PARAGON collaborated to deliver yet another success story.
ITAÚ Unibanco Case
In-branch customer service remains a significant challenge for financial institutions. Despite the rapid growth of digital banking, the high volume of customers seeking in-person assistance requires highly efficient flow management within the branches.
THE CHALLENGE
Wait times in bank branches continue to be a major pain point for both customers and managers, directly impacting the service experience and operational throughput. The high demand for face-to-face services makes managing customer flow a top priority. For branch managers, the challenge lies in balancing multiple service fronts—such as teller windows, ATM support, specialized consulting, and back-office administrative tasks.
Efficiently managing these integrated processes is essential to maintaining high service standards and reducing wait times.
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