Historical series Itaú Personnalité launches unprecedented benefits program to value and recognize clients’ relationship with the bank
“Minhas Vantagens” (My Benefits) offers total exemption from fees and annuities, daily airport parking, free movies every month, exclusive Porto Seguro services for residences, and even the new annuity-free card, The One
São Paulo, February 08, 2023 – Itaú Personnalité announces the arrival of “Minhas Vantagens”, a pioneering relationship program in the market, free of charge, which values all business and transactions carried out with the bank, offering benefits that match the clients’ needs and all their moments of life.
A beyond banking solution, the mechanics apply data science to understand the customer journey and transform this knowledge into a program that recognizes engagement in a simple and intuitive way, while rewarding it with exclusive benefits according to personal interests.
As the user access Personnalité products and services, they can advance through 5 levels, based on the business and transactions they already have with the bank and which evolve as new contracts are signed, such as investments volume, card use, real estate credit, salary portability, registered pix key. The client can follow their progress daily, in the application and with their Relationship Manager.
The benefit packages include discounts on financial products, such as the purchase of international currency, exemption from tariffs, discounts at stores, as well as free services, such as movies, residential assistance by Porto Seguro, parking near airports, The One card with no annuity, among others. Access to the program is simple and free with adhesion through the Itaú Personnalité application or through the manager, and is already available to all clients. “The data was used to help us reach the benefits that best match our clients’ lifestyles and thus provide a unique experience to each client,” says Flávio Iglesias, Director of Individual Products at Itaú Unibanco.
According to Adriana dos Santos, Director of Itaú Personnalité, the novelty is another important step in the segment’s transformation journey with the objective of offering the best digital-human experience, with a renewed and customized value proposition for different client profiles. It also meets the desires of the new generations.
“All the changes implemented in the segment were made observing, listening to and building together with our client, aiming to delight by always being ahead of their expectations. The transformation went through the launch of our investment offices, the Investment Center – a new space for experiences, the new Card the One, and now we have ‘My Advantages’ to recognize and thank the clients who chose us as their partner in their financial life and reward each new business transaction done from now on. Besides being an invitation to new customers to also live this experience with us”, concludes the executive.