Citi Client Service Academy
Session Calendar
Instructor Led Sessions
- All Instructor Led sessions commence at 2:00 PM EDT and have a duration time of up to 90 minutes.
- All training sessions are live and are hosted by a member of Citi's Client Training team.
- The training calendar is updated every quarter based on detailed analysis of common issues raised by our clients and new system functionality.
- The Client Academy utilizes web conference facilities, enabling multi-client sessions.
- Please select a Month and click on the topic that you would like to register for
March 2019 Sessions
| Date | Time | Topic |
|---|---|---|
| March 5, 2019 | 2:00 PM EST | WorldLink CitiDirect WorldLink offers complete control over cross-border payments via the Web from anywhere in the world. Read More |
| March 7, 2019 | 2:00 PM EST | System Administrator Security features in CitiDirect are designed to give you control of system users, their access, and the oversight enforced on their work. Read More |
| March 12, 2019 | 2:00 PM EST | Cash Reporting and Inquiries The Report and Inquiry categories, available on the CitiDirect navigation bar, enable you to run and print reports, and submit inquiries about your accounts and transactions. Read More |
| March 14, 2019 | 2:00 PM EST | Cash Transaction Initiation Payment initiation through CitiDirect Online Banking. Read More |
| March 18, 2019 | 2:00 PM EST | Controlled Disbursements The CitiDirect Disbursement reporting provides the ability to run, view, and print reports pertaining to Disbursement options. Read More |
| March 19, 2019 | 2:00 PM EST | WorldLink CitiDirect WorldLink offers complete control over cross-border payments via the Web from anywhere in the world. Read More |
| March 20, 2019 | 2:00 PM EST | CitiDirect BE Liquidity Manager CitiDirect BE® Liquidity Manager is a balance analytics tool that provides aggregated end-of-day and intraday balances for both Citi and Non- Citi Accounts. Entitled users are able to view global balances aggregated by account currency on a dashboard with drill down to account details and MT statements. Setting balance based alerts is also available. Two extra visual tools exists for clients with Liquidity Services (Pooling and concentration services). Read More |
| March 21, 2019 | 2:00 PM EST | System Administrator Security features in CitiDirect are designed to give you control of system users, their access, and the oversight enforced on their work. Read More |
| March 26, 2019 | 2:00 PM EST | Cash Reporting and Inquiries The Report and Inquiry categories, available on the CitiDirect navigation bar, enable you to run and print reports, and submit inquiries about your accounts and transactions. Read More |
| March 28, 2019 | 2:00 PM EST | Cash Transaction Initiation Payment initiation through CitiDirect Online Banking. Read More |
April 2019 Sessions
| Date | Time | Topic |
|---|---|---|
| April 9, 2019 | 2:00 PM EST | Cash Reporting and Inquiries The Report and Inquiry categories, available on the CitiDirect navigation bar, enable you to run and print reports, and submit inquiries about your accounts and transactions. Read More |
| April 1, 2019 | 2:00 PM EST | System Administrator - BE Security features in CitiDirect are designed to give you control of system users, their access, and the oversight enforced on their work. This course will instruct on the new Java free administration of your users and their entitlements. Read More |
| April 2, 2019 | 2:00 PM EST | WorldLink CitiDirect WorldLink offers complete control over cross-border payments via the Web from anywhere in the world. Read More |
| April 4, 2019 | 2:00 PM EST | System Administrator - Classic Security features in CitiDirect are designed to give you control of system users, their access, and the oversight enforced on their work. Read More |
| April 11, 2019 | 2:00 PM EST | Cash Transaction Initiation Payment initiation through CitiDirect Online Banking. Read More |
| April 15, 2019 | 2:00 PM EST | Controlled Disbursements The CitiDirect Disbursement reporting provides the ability to run, view, and print reports pertaining to Disbursement options. Read More |
| April 16, 2019 | 2:00 PM EST | WorldLink CitiDirect WorldLink offers complete control over cross-border payments via the Web from anywhere in the world. Read More |
| April 17, 2019 | 2:00 PM EST | CitiDirect BE Liquidity Manager CitiDirect BE® Liquidity Manager is a balance analytics tool that provides aggregated end-of-day and intraday balances for both Citi and Non- Citi Accounts. Entitled users are able to view global balances aggregated by account currency on a dashboard with drill down to account details and MT statements. Setting balance based alerts is also available. Two extra visual tools exists for clients with Liquidity Services (Pooling and concentration services). Read More |
| April 18, 2019 | 2:00 PM EST | System Administrator - Classic Security features in CitiDirect are designed to give you control of system users, their access, and the oversight enforced on their work. Read More |
| April 23, 2019 | 2:00 PM EST | Cash Reporting and Inquiries The Report and Inquiry categories, available on the CitiDirect navigation bar, enable you to run and print reports, and submit inquiries about your accounts and transactions. Read More |
| April 25, 2019 | 2:00 PM EST | Cash Transaction Initiation Payment initiation through CitiDirect Online Banking. Read More |
May 2019 Sessions
| Date | Time | Topic |
|---|---|---|
| May 2, 2019 | 2:00 PM EST | System Administrator - Classic Security features in CitiDirect are designed to give you control of system users, their access, and the oversight enforced on their work. Read More |
| May 6, 2019 | 2:00 PM EST | System Administrator - BE Security features in CitiDirect are designed to give you control of system users, their access, and the oversight enforced on their work. This course will instruct on the new Java free administration of your users and their entitlements. Read More |
| May 7, 2019 | 2:00 PM EST | WorldLink CitiDirect WorldLink offers complete control over cross-border payments via the Web from anywhere in the world. Read More |
| May 9, 2019 | 2:00 PM EST | Cash Transaction Initiation Payment initiation through CitiDirect Online Banking. Read More |
| May 14, 2019 | 2:00 PM EST | Cash Reporting and Inquiries The Report and Inquiry categories, available on the CitiDirect navigation bar, enable you to run and print reports, and submit inquiries about your accounts and transactions. Read More |
| May 15, 2019 | 2:00 PM EST | CitiDirect BE Liquidity Manager CitiDirect BE® Liquidity Manager is a balance analytics tool that provides aggregated end-of-day and intraday balances for both Citi and Non- Citi Accounts. Entitled users are able to view global balances aggregated by account currency on a dashboard with drill down to account details and MT statements. Setting balance based alerts is also available. Two extra visual tools exists for clients with Liquidity Services (Pooling and concentration services). Read More |
| May 16, 2019 | 2:00 PM EST | System Administrator - Classic Security features in CitiDirect are designed to give you control of system users, their access, and the oversight enforced on their work. Read More |
| May 20, 2019 | 2:00 PM EST | Controlled Disbursements The CitiDirect Disbursement reporting provides the ability to run, view, and print reports pertaining to Disbursement options. Read More |
| May 21, 2019 | 2:00 PM EST | WorldLink CitiDirect WorldLink offers complete control over cross-border payments via the Web from anywhere in the world. Read More |
| May 23, 2019 | 2:00 PM EST | Cash Transaction Initiation Payment initiation through CitiDirect Online Banking. Read More |
| May 28, 2019 | 2:00 PM EST | Cash Reporting and Inquiries The Report and Inquiry categories, available on the CitiDirect navigation bar, enable you to run and print reports, and submit inquiries about your accounts and transactions. Read More |
June 2019 Sessions
| Date | Time | Topic |
|---|---|---|
| June 3, 2019 | 2:00 PM EST | System Administrator - BE Security features in CitiDirect are designed to give you control of system users, their access, and the oversight enforced on their work. This course will instruct on the new Java free administration of your users and their entitlements. Read More |
| June 4, 2019 | 2:00 PM EST | WorldLink CitiDirect WorldLink offers complete control over cross-border payments via the Web from anywhere in the world. Read More |
| June 6, 2019 | 2:00 PM EST | System Administrator - Classic Security features in CitiDirect are designed to give you control of system users, their access, and the oversight enforced on their work. Read More |
| June 11, 2019 | 2:00 PM EST | Cash Reporting and Inquiries The Report and Inquiry categories, available on the CitiDirect navigation bar, enable you to run and print reports, and submit inquiries about your accounts and transactions. Read More |
| June 13, 2019 | 2:00 PM EST | Cash Transaction Initiation Payment initiation through CitiDirect Online Banking. Read More |
| June 17, 2019 | 2:00 PM EST | Controlled Disbursements The CitiDirect Disbursement reporting provides the ability to run, view, and print reports pertaining to Disbursement options. Read More |
| June 18, 2019 | 2:00 PM EST | WorldLink CitiDirect WorldLink offers complete control over cross-border payments via the Web from anywhere in the world. Read More |
| June 19, 2019 | 2:00 PM EST | CitiDirect BE Liquidity Manager CitiDirect BE® Liquidity Manager is a balance analytics tool that provides aggregated end-of-day and intraday balances for both Citi and Non- Citi Accounts. Entitled users are able to view global balances aggregated by account currency on a dashboard with drill down to account details and MT statements. Setting balance based alerts is also available. Two extra visual tools exists for clients with Liquidity Services (Pooling and concentration services). Read More |
| June 20, 2019 | 2:00 PM EST | System Administrator - Classic Security features in CitiDirect are designed to give you control of system users, their access, and the oversight enforced on their work. Read More |
| June 25, 2019 | 2:00 PM EST | Cash Reporting and Inquiries The Report and Inquiry categories, available on the CitiDirect navigation bar, enable you to run and print reports, and submit inquiries about your accounts and transactions. Read More |
| June 27, 2019 | 2:00 PM EST | Cash Transaction Initiation Payment initiation through CitiDirect Online Banking. Read More |
