The following article is drawn from our conversations with leading industry voices across Latin America, featured in our State of AI 2025 report (available through the button on the right). In this edition, we highlight the insights of Fabiana Yu, Head of AI Product for Investment Solutions at Banco Itaú.
We’re looking beyond flashy features to discover first how GenAI will fit into a client’s investment journey to deliver real value - for now, we want behavior signals like repeat use and task delegation - Fabiana Yu
Itaú’s AI journey accelerated in 2018 with major investments in cloud migration, digital transformation and data science to break down internal silos, transforming how teams worked with data and machine learning. These foundations, along with partnerships with global institutions like Stanford and MIT, attracted top-tier talent into a robust AI ecosystem that enabled Itaú to quickly adopt GenAI in 2023. Today, the bank has more than 470 data scientists leading over 500 GenAI pilots across departments, with more than 100 already in production.
Inteligência de Investimentos Itaú is the first conversational and transactional investments agent that uses GenAI to interact with clients about their investment options. It combines the power of foundational models with internal data and proprietary ML models, and is a byproduct of countless measured experiments and fast iteration by multidisciplinary teams combining business and technical expertise.
Itaú’s AI strategy sets mandatory Responsible AI principles at the company-level for any AI initiative and operates under a dual framework of corporate guardrails and business-specific local guardrails.
