Banco Bradesco S.A. brief
Meeting prep · NYSE: BBD · Diamond · Kleber.Alencar

Banco Bradesco S.A.

Multi-year turnaround under CEO Marcelo Noronha, saying "2026 won't be a year of accommodation"

Marcelo Noronha

CEO · Executive on file, Plan buyer
Relationship
Not mapped
Likely agenda
Enterprise-wide priorities
Account health
36 Build · about $31M of planned deals (est.); Diamond account; 2 plans not yet started

Their priorities

  • Marcelo Noronha's 5-year transformation plan (from 2024) restructures segments, focuses on high-income clients, cuts costs (branch closures), invests in tech, and recovers ROE toward the cost of equity. He refuses to accelerate the plan despite market pressure. unverified

Recent news

Talking points

  • The turnaround plan is long and needs execution support (segment redesign, cost-out, tech modernization).

Plays to raise

  1. Transformation officeCost & operationsIdentifiednamed buyer
    Why now: Multi-year turnaround under CEO Marcelo Noronha, saying "2026 won't be a year of accommodation".
    Ask: A 4-week cost baseline and value-at-stake review: spend cube, benchmarks and 3-5 levers with savings ranges, ready for the next earnings or board cycle.
    Deal range (est.) $4.4M–$14M · proof points
  2. Core modernizationCloud & coreIdentified
    Why now: Core modernization, AI (BIA virtual assistant) and cloud (AWS, Microsoft).
    Ask: An 8-week modernization blueprint: application portfolio scan, target architecture, migration waves and a self-funding business case, using Accenture tooling for code and dependency analysis.
    Deal range (est.) $11M–$33M · proof points

Watch-outs

  • Other firms at the account: IBMmentions unverified
  • Brazil rates and credit cycle, plus competition from Nubank and Itaú.

Sourcing. Built from the account brief, outreach plans, tracked intel and the relationship file. Items without a source link come from model knowledge and are unverified, and deal ranges are estimates. Confirm names and roles before the meeting.