Connecting systems and processes
Citi Private Banking provides world-class financial services to the world’s most demanding clients, including Warren Buffet.
Managing ultra-high net worth clients requires around-the-clock collaboration of individuals across roles and timezones. Citi noticed that their employees were spending far too much time bouncing from tool to tool to accomplish simple tasks, and came to us to design a centralized workstation that would make it so their employees could spend their time helping their customers rather than navigating software.
With a small team and limited timeline, we designed a compelling product vision that connected disparate systems and streamlined myriad private banking workflows.