//Case

Cross-sell offers and consistency in the app

Cross-sell offers and consistency in the app

Product Design // Service Design

// Challenge

Itaú had dozens of product offerings distributed across hundreds of digital journeys, but no consistent cross-sell strategy. The challenge was to map opportunities for connecting products and create a scalable model for integrated offerings.

// My contribution

  • I led the mapping of products and journeys for the superapp,

  • identified cross-sell patterns

  • and co-created a standardized system of contextual offers, ensuring consistency and a better experience for the customer.

// Process and solution

Fast and Complete Mapping

We needed to capture all of the app’s offers and journeys, something that was massive and had never been done before. I mobilized a team of 11 people to capture and organize all of the app’s journeys and offers in one week.

Opportunity Identification

Opportunity Identification

With this mapping, I analyzed patterns and grouped offers by strategic themes, aligning them with business data. Discovering which journeys were most accessed X most common offers to discover quick wins.

With this mapping, I analyzed patterns and grouped offers by strategic themes, aligning them with business data. Discovering which journeys were most accessed X most common offers to discover quick wins.

Validation with Experiments

We created a proof of value test model, with cross-offers in different contexts, proving how to do it, and that acceptance was greater when they were done in a natural and relevant way for the customer.

Components in the Design System

Components in the Design System

Another part of the challenge was the lack of a standard for sales spaces throughout the app as a whole. We noticed that there was a standard in the experience, and we worked with Design Ops using these standards to develop sales components.

Another part of the challenge was the lack of a standard for sales spaces throughout the app as a whole. We noticed that there was a standard in the experience, and we worked with Design Ops using these standards to develop sales components.

Experience validation

We knew from customer feedback that in-app offer pieces were a very sensitive topic. We developed some variables based on this feedback and tested them, validating the best customer experience.

// Results

The new cross-sell approach and standardized pieces were implemented and tested, resulting in a +12% increase in conversions across the tested offer group. In addition, we had an impact on the app’s components and consistency.

// Lessons learned

The transition from an exploratory study to a scalable model via a design system was essential to ensure consistency and efficiency, allowing internal teams to apply the strategy in a structured and replicable way.