Case Study: Itaú achieves smarter fintech scouting and verified business intelligence with CB Insights

Taking the Legwork and Guesswork Out of Scouting the Fintech Space at Itaú

Itaú, the largest private sector bank in Brazil, needed a better way to identify promising fintech and startup partners, verify company viability, and support innovation efforts across business units. Before working with CB Insights, the team spent significant time doing manual research, attending events, and piecing together incomplete information to evaluate potential partners and emerging technologies.

In early 2019, Itaú implemented CB Insights, including CB Insights Collections, to centralize scouting, gather verified business intelligence, and collaborate more effectively across teams. CB Insights helped Itaú quickly narrow down the best-fit fintech companies, build stronger business cases with funding and valuation data, and manage partner research in one place instead of using spreadsheets and email; this improved innovation workflows and helped the bank better support new products, services, and customer experiences.

Itau

Vanessa Fernandes

CTO of Emerging Tech and Corporate Architecture