Sao Paulo, 01310100,
Brazil
Banco Pan Technographics
Discover the latest software purchases and digital transformation initiatives being undertaken by Banco Pan and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 3500 Banco Pan employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Banco Pan has purchased the following applications: Mobills for Expense Management in 2020, Greenhouse ATS for Applicant Tracking System in 2022, DNK Smart Bot for Chatbots and Conversational AI in 2020 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Banco Pan is running and its propensity to invest more and deepen its relationship with Mobills , Greenhouse , DNK Infotelecom or identify new suppliers as part of their overall Digital and IT transformation projects to stay competitive, fend off threats from disruptive forces, or comply with internal mandates to improve overall enterprise efficiency.
We have been analyzing Banco Pan revenues, which have grown to $1.87 billion in 2024, plus its IT budget and roadmap, cloud software purchases, aggregating massive amounts of data points that form the basis of our forecast assumptions for Banco Pan intention to invest in emerging technologies such as AI, Machine Learning, IoT, Blockchain, Autonomous Database or in cloud-based ERP, HCM, CRM, EPM, Procurement or Treasury applications.
ERP Financial Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Mobills | Legacy | Mobills | Expense Management | ERP Financial Management | n/a | 2020 | 2020 |
In 2020, Banco Pan partnered with Mobills in Brazil to recommend PAN's digital account and co-develop financial-education solutions for Mobills users. The engagement leverages Mobills as an Expense Management application to reach consumer finance users, embedding account recommendation touchpoints and financial-education content within expense tracking and budgeting workflows. The partnership aimed to expand PAN's digital-account distribution through Mobills' user base.
Implementation scope emphasized in-app referral pathways and co-branded education modules integrated into Mobills' expense management flows, with joint content development and coordinated go-to-market activities between Banco Pan and Mobills. Operational rollout was focused in Brazil, impacting customer acquisition, consumer finance engagement, and financial education outreach. Governance centered on product and marketing collaboration between the two organizations to align referral mechanics, content release cadence, and user engagement triggers.
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HCM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Greenhouse | Legacy | Greenhouse ATS | Applicant Tracking System | HCM | n/a | 2022 | 2022 |
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AI-Powered Application
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| DNK Infotelecom | Legacy | DNK Smart Bot | Chatbots and Conversational AI | AI-Powered Application | n/a | 2020 | 2020 |
In 2020 Banco Pan deployed DNK Smart Bot from DNK Infotelecom as a Chatbots and Conversational AI solution to automate customer service and contact-center functions in Brazil. The DNK Smart Bot implementation focuses on FAQ automation, channel deflection and faster call resolution through conversational workflow orchestration and intent classification.
Implementation centered on DNK Smart Bot modules for knowledge base driven FAQ handling, conversational flow authoring, intent and entity classification, and escalation routing to live agents. Configuration work emphasized channel specific conversation tuning across web chat and messaging endpoints and management of conversational content and intents.
Operational governance instituted centralized conversational content ownership within customer service operations and a staged rollout by channel according to the vendor announcement. Banco Pan implemented DNK Smart Bot as a Chatbots and Conversational AI application to support customer service and contact-center business functions, enabling automated deflection while preserving agent escalation paths.
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Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Collaboration | Collaboration |
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2022 | 2022 |
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Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Digital Signing | Content Management |
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2021 | 2021 |
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CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Call Tracking and Recording | CRM |
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2018 | 2018 |
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CRM | CRM |
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2019 | 2020 |
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CRM | CRM |
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2018 | 2018 |
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Customer Experience | CRM |
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2022 | 2022 |
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Customer Experience | CRM |
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2022 | 2022 |
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Customer Experience | CRM |
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2022 | 2022 |
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Data Management Platform | CRM |
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2022 | 2022 |
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Digital Advertising Platform | CRM |
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2020 | 2020 |
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Marketing Analytics | CRM |
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2022 | 2022 |
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Marketing Analytics | CRM |
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2022 | 2022 |
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Marketing Analytics | CRM |
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2022 | 2022 |
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Marketing Analytics | CRM |
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2022 | 2022 |
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Marketing Automation | CRM |
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2022 | 2022 |
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Marketing Automation | CRM |
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2021 | 2021 |
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Marketing Automation | CRM |
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2022 | 2022 |
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Tag Management | CRM |
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2022 | 2022 |
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ITSM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Application Performance Management | ITSM |
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2022 | 2022 |
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Application Performance Management | ITSM |
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2022 | 2022 |
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IT Service Management | ITSM |
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2022 | 2022 |
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TRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Governance, Risk and Compliance | TRM |
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2022 | 2022 |
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Governance, Risk and Compliance | TRM |
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2022 | 2022 |
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PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Apps Development | PaaS |
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2022 | 2022 |
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Operating System (OS) | PaaS |
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2022 | 2022 |
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IaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Application Hosting and Computing Services | IaaS |
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2022 | 2022 |
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Cloud Storage | IaaS |
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2022 | 2022 |
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Content Delivery Network | IaaS |
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2022 | 2022 |
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Content Delivery Network | IaaS |
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2022 | 2022 |
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CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Secure Web Gateways (SWG) | CyberSecurity |
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2022 | 2022 |
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| First Name | Last Name | Title | Function | Department | Phone | |
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| Date | Company | Status | Vendor | Product | Category | Market |
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