This project aimed at encouraging clients to break the first barrier into becoming investors. As innovation specialist at Itaú, I structured and led research and concept generation efforts in this cross department project. We ran in-depth consumer research and analysis, taking non-designers from the bank to the field to help them better understand their client’s reality. We moderated workshops with key stakeholders (from leadership to operations teams) and developed concepts that were then taken on by the relevant teams for implementation. This project was an important milestone in the application of human centered service design and cross department design collaborations at the bank.
(project completed in 2011)