CITIBANK

CITIGOLD

Citigold Total Wealth Advisor. An intuitive wealth tool that empowers relationship managers to focus on helping their clients to achieve their most important financial goals.

PERSONAS

The Citigold Portfolio Review will be a signature moment between a Relationship Manager and client. It is to provide clarity on a client’s path to achieving his/her evolving life goals. It affirm Citigold’s value as a trusted partner that offers a full spectrum of products – banking, mortgage, credit, investing and beyond - for all of life’s financial needs.