Itaú Private Bank – Client Trading and Portfolio Portal
Itaú Unibanco is the largest bank in Latin America. The engagement focused on its private banking division serving high-net-worth clients globally.
THE CHALLENGE
Trading requests were primarily voice-driven, creating inefficiencies for traders and operations teams.
The bank required:
- A digital alternative for client trade requests
- Improved client experience
- Workflow automation across trading and operations
- Integration across multiple internal banking systems
- Existing technology providers made delivery timelines and costs prohibitive.
THE SOLUTION
A cloud-based client portal
Genesis built a cloud-based client portal and administrative portal that:
- Consolidates trade and portfolio information
- Allows clients to initiate trades electronically
- Provides trade status visibility and confirmations
- Automates pre-trade checks and order routing
The solution integrates with:
- Itaú OMS
- Temenos T24/Transact system
- Credit, compliance, and documentation workflows.
OPERATIONAL OUTCOME
The portal modernizes client interaction while reducing operational workload for traders.
Deployment begins with equities and ETFs, launching regionally before broader rollout. Future phases introduce deeper interaction between advisors and clients.