itaú bba

Itaú BBA is the largest bank in Latin America while NTTData ranks as the 6th largest consulting firm globally. The project outcome must be of a similar magnitude.

SaaS/B2B

Financial

UX/UI Design

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Getting started

One the world's major financial centres.

Itaú BBA is Latin America's largest corporate investment bank and it is part of the Itaú Unibanco group, one of the largest financial conglomerates in the world. We provide service to institutional investors and the group’s highest-revenue clients. Given the complexity of the businesses of these clients, we know that our activity must be customized to each one individually.

Itaú BBA is Latin America's largest corporate investment bank and it is part of the Itaú Unibanco group, one of the largest financial conglomerates in the world. We provide service to institutional investors and the group’s highest-revenue clients.

Itaú BBA

Ux/Ui Design

BRANDING

Itaú BBA

Ux/Ui Design

BRANDING

Itaú BBA

Ux/Ui Design

BRANDING

Context

Corporate cards management

As a banking sector leader, Itaú is steering through digital transformation by transitioning from traditional spreadsheet management to digital platforms. This shift marks a significant move into the B2B SaaS arena. Please note, due to NDAs, the information provided is representative.

Project Goals (user journeys)

  • Temporary Card Blocked


  • Permanent Card Blocked


  • Replacement Card


  • Permanent Card Cancellation


  • Card Unblocking


  • Company and Purchase Invoice


  • Reports

  • Temporary Card Blocked


  • Permanent Card Blocked


  • Replacement Card


  • Permanent Card Cancellation


  • Card Unblocking


  • Company and Purchase Invoice


  • Reports

Outcomes

Magnitude and Scale

The unit price of our Corporate card has witnessed a downfall of over 60%. Our transition to digital mechanisms and improved management of corporate cards permitted us significant savings in millions. Moreover, the expansion of our corporate card segments and the enhancement of our methods are certain to create an enormous impact for ItauBBA, with the effect being proportional to their scale.

Learnings

Learnings

Learnings

Navigating Complexity

Banking journeys could be simplified for users, but legal constraints often complicate straightforward solutions. The team must navigate these complexities.


Technical Team Collaboration

Technical challenges and accessibility issues often hamper solutions. Collaborating with the development team, I step back temporarily, allowing them time to devise technical solutions while I propose alternative design approaches.


Engaging with PO and PM

To address the challenge of large companies being unable to participate in user interviews and tests, we brought in an expert manager to serve as both Product Owner (PO) and Project Manager (PM). Initially, having all the knowledge concentrated in one busy individual seemed problematic. However, it turned out to be beneficial as the PO significantly enhanced our understanding of the business aspect throughout the process.

Navigating Complexity

Banking journeys could be simplified for users, but legal constraints often complicate straightforward solutions.

The team must navigate these complexities.


Technical Team Collaboration

Technical challenges and accessibility issues often hamper solutions. Collaborating with the development team,

I step back temporarily, allowing them time to devise technical solutions while

I propose alternative design approaches.


Engaging with PO and PM

To address the challenge of large companies being unable to participate in user interviews and tests, we brought in an expert manager to serve as both Product Owner (PO) and Project Manager (PM). Initially, having all the knowledge concentrated in one busy individual seemed problematic. However, it turned out to be beneficial as the PO significantly enhanced our understanding of the business aspect throughout the process.

Shout-outs

Thanks to all Squad that became reference internally.

Shout-outs

Shout-outs

Thanks to all Squad that became reference internally.

contact@igoribeiro.work

+351 911 956 682

contact@igoribeiro.work

+351 911 956 682

READY FOR YOUR NEXT PROJECT ?
contact@igoribeiro.work
READY FOR YOUR NEXT PROJECT ?
contact@igoribeiro.work
READY FOR YOUR NEXT PROJECT ?
contact@igoribeiro.work