Scaling Customer Experience with AI: DM’s Transformation Story

Join this interactive session to see how DM leveraged the Genesys Cloud™ platform and AI-powered experience orchestration to unify operations, improve self-service, and empower employees with the tools and insights needed to deliver exceptional customer experiences at scale.

July 16, 2026 at 1:00 PM BRT (UTC-3)/12:00 PM ET

As one of Brazil’s fastest-growing financial institutions, DM has built its reputation on making financial services more accessible, simple, and customer-centric. But rapid growth and acquisitions created new challenges: How do you maintain a differentiated customer experience while scaling operations and serving a growing customer base?

Join us for a discussion with Mauricio Meneghetti, Chief Operating Officer at DM, as he shares how they leveraged the Genesys Cloud™ platform and AI-powered experience orchestration to unify operations, improve self-service, and empower employees with the tools and insights needed to deliver exceptional customer experiences at scale. Through this transformation, DM reduced average handling time by 20%, increased customer satisfaction by five percentage points, and achieved a 50% IVR retention rate within just three months.

You’ll learn:

  • How DM built a scalable customer experience strategy to support rapid growth and acquisitions

  • The role AI and automation play in improving both customer and employee experiences

  • How intelligent self-service and IVR optimization increased IVR retention rates and reduced effort

  • Best practices for balancing AI-powered automation with human engagement

    Lessons learned from modernizing customer service operations in a highly competitive financial services market

During this live forum you’ll be able to engage and ask questions. You are welcome to participate.

Meet the speakers

Ana Crespo

Ana Crespo

Senior Customer Success Manager, Genesys

Mauricio Meneghetti

Mauricio Meneghetti

Chief Operating Officer, DM

Monica Venancio

Monica Venancio

Senior Manager, Customer Success, Genesys