//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

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.

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

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.

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.