Renato Mansur

Responsible for the investment strategy, launch, and development of investment products and solutions for Itaú’s entire retail and corporate client base. I also lead the client asset allocation process, the development of Wealth Specialist — our AI-powered recommendation solution — investment communications, and the end-to-end design and management of the digital investment experience, as well as the investment platform used by our investment specialists.

Responsible for leading the strategy and management of digital channels for Small and Medium Enterprises, with a strong focus on growth, customer acquisition, and digital product offerings. I oversee the development and continuous evolution of these channels to drive digitalization, customer engagement, and satisfaction. I also lead the management of Itaú’s WhatsApp platform for SMEs, driving customer engagement and operational profitability. Additionally, I oversee the digital customer service strategy, which leverages artificial intelligence to enhance engagement, problem resolution, and product recommendations, increasing the scalability and efficiency of the SME business. Key competencies: Digital Product Development · Strategic Planning · Data-Driven Decision Making · Growth Hacking · Customer Experience (CX) · Conversational AI · Scalable Service Models

Led the digital strategy for individual clients at Itaú Unibanco, with end-to-end responsibility for the development of the Itaú Super App, designed to offer a comprehensive portfolio of digital products and services. I was also accountable for the implementation of the bank’s omnichannel strategy, ensuring seamless integration of sales and service experiences across all customer touchpoints. In addition, I led the digital customer acquisition strategy, driving growth, engagement, and monetization through data-driven initiatives and personalized offerings. I was also responsible for defining and managing the Customer Experience (CX) Design agenda for the entire Retail Bank, aligning customer journeys with business objectives and digital transformation goals.

Led the commercial operation of Itaú Uniclass’s digital branches, with full responsibility for commercial strategy, product distribution, customer satisfaction, sales performance, and financial results. Also led the launch of Itaú’s first fully digital service offering for business clients, expanding the bank’s digital reach and enhancing the customer experience for corporate segments.

Responsible for the development and distribution of the pension product portfolio, including product design, pricing, marketing strategy, and sales enablement. Led and implemented the bank’s first agile operating model, integrating the investment products team with technology, accelerating delivery, and enhancing cross-functional collaboration.

Led the product division at Itaú Asset Management, with full responsibility for the creation and development of both onshore and offshore investment products. Played a key leadership role in the complete redesign of the firm's product portfolio, repositioning the offering of Brazil’s largest private third-party asset manager. I also spearheaded the opening of the fund platform to external managers, making products from other institutions available for the first time to Itaú’s retail clients—a significant milestone in democratizing access to investment solutions. Additionally, I was responsible for the distribution of treasury products across the bank’s entire retail network, aligning commercial strategy with market dynamics and client needs.

Led the creation and management of a comprehensive portfolio of investment products—including savings accounts, treasury solutions, and investment funds—for both individual and business clients. Oversaw the structuring of new products, the development of pricing strategies for treasury and fund offerings, and the definition of the digital sales strategy for investment solutions. Successfully implemented the full investment suitability policy and process for the retail segment, ensuring regulatory compliance, client protection, and alignment between product offerings and investor profiles.

Designed and launched treasury and fund products for retail clients, contributing to portfolio diversification, customer retention, and revenue growth.

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