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
Getting started
One the world's major financial centres.
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.
Our Team
Full squad dedicated
At Itaú BBA, I was the Product Designer in a fully dedicated cross-functional squad, focused on redesigning the corporate credit card management SaaS platform. Our Agile team followed a hybrid Scrum/Kanban process, working in two-week sprints to ensure continuous delivery and iteration.
The squad included 1 Product Manager and Product Owner, 1 Tech Lead, 1 Scrum Master, 5 Developers, 2 Senior Software Engineers, 1 Junior Engineer, 2 QA specialists, and myself as the dedicated UX/UI Designer. We collaborated daily, blending diverse expertise to align business goals, user needs, and technical feasibility.
Cross-functional
collaboration
Onboarding & Business Immersion
My experience at Itaú began with a structured one-month onboarding program, focused on deepening our understanding of the business. Through a series of workshops led by the Product Manager, I gained valuable insights into the banking ecosystem and our product strategy.
Although I was working two sprints ahead of the development team, I actively joined their daily stand-ups to stay close to their challenges and help remove blockers. Supporting a dev team that integrated with multiple technology stacks required strategic collaboration and adaptability from day one.
Synergy Across Teams (No Silos)
Our B2B team maintained strong alignment and continuous knowledge exchange with the B2C team, since we shared the same tech stack. While the core differences lay in user experience and frontend logic, I collaborated regularly with the B2C designer to ensure consistency across both experiences and align on broader design strategies. This exchange helped us reduce redundancy, reinforce design consistency, and share key learnings across squads.
A Safe Space to Learn and Share
Itaú fostered a vibrant design culture, with more than 60 professionals across UX Research, UI Design, Design Ops, and other disciplines. Weekly rituals like design critiques, Crazy Eights, and peer knowledge-sharing sessions promoted creativity, learning, and collaboration. These initiatives created a safe and inclusive environment where ideas could be tested, challenged, and improved collectively.
Collaborating with Stakeholders as a Team
Working closely with stakeholders was an essential part of the product development process. From regular alignment meetings to co-creation workshops, our squad maintained strong communication channels with business and regulatory teams. Given the technical and compliance demands of the banking sector, we frequently refined specs together and iterated on solutions with stakeholder input—ensuring we built the right thing, the right way.
Project Goals (user journeys)
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.
- Achieved over 60% reduction in operational and card production costs through streamlined processes and optimized workflows.
- Enabled scalability and advanced Itaú BBA’s digital transformation in card management operations.
- Projected a 25% increase in annual revenue through enhanced processes and improved user experience.