How Pipefy AI Is Powering Financial Transformation: Key Takeaways from Our Exclusive Event in São Paulo 💰🤖
Automation, artificial intelligence, and compliance are essential pillars of digital transformation in the financial sector. That’s exactly what we showcased during the special edition of the Champions Academy, held at Pipefy’s São Paulo headquarters on May 21.
The event brought together industry experts and key players to dive deep into how Pipefy — and now Pipefy AI — is helping companies streamline, automate, and scale financial operations with efficiency and security.
The challenge: scale with efficiency and compliance 📉📈
Financial processes are complex, highly regulated, and require fast, accurate decision-making. Automating these workflows without sacrificing security and compliance remains a top challenge for institutions today.
The solution: Pipefy + Pipefy AI in action 💡
During the event, we demoed a live credit pipeline built in Pipefy, highlighting essential features that are already driving impact in financial services:
✅ Smart conditional fields that adapt workflows in real-time.
✅ Automation of repetitive, time-consuming tasks.
✅ Robust integrations with external systems for seamless operations.
✅ Data validations and compliance rules to reduce regulatory risk.
We also shared how AI agents are being configured using advanced prompting strategies, role-specific skills, and dynamic fields — empowering intelligent automation while preserving control and scalability.
Real-world success: AI delivering results 🚀
A major highlight came from a data engineer at one of Brazil’s largest financial institutions, who shared impressive results after implementing Pipefy AI:
📉 Significant reduction in lead time
⚙️ Boost in operational efficiency
🎯 Greater accuracy in financial decisions
This success story showed how Pipefy AI can thrive in high-complexity, highly regulated environments — becoming a true competitive edge in financial transformation.
And beyond: high-impact networking 🤝
In addition to rich content, the event fostered high-value networking between financial sector leaders. Coffee breaks and a closing happy hour created space for meaningful exchanges and peer learning.
🔍 With Pipefy AI, your finance team can unlock new levels of efficiency, security, and innovation. Let’s transform the way your company operates — together!
