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
April 2019 Sessions
| Date | Time | Topic |
|---|---|---|
| 4/1/2019 | 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. This course will instruct on the new Java free administration of your users and their entitlements. Read More |
| 4/2/2019 | 2:00 PM EST | WorldLink CitiDirect WorldLink offers complete control over cross-border payments via the Web from anywhere in the world. Read More |
| 4/10/2019 | 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 |
| 4/11/2019 | 2:00 PM EST | Cash Payment Initiation and Reports Payment initiation through CitiDirect Online Banking. 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 |
| 4/15/2019 | 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. This course will instruct on the new Java free administration of your users and their entitlements. Read More |
| 4/17/2019 | 2:00 PM EST | WorldLink CitiDirect WorldLink offers complete control over cross-border payments via the Web from anywhere in the world. Read More |
| 4/24/2019 | 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 |
| 4/25/2019 | 2:00 PM EST | Cash Payment Initiation and Reports Payment initiation through CitiDirect Online Banking. 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 |
| 4/29/2019 | 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. This course will instruct on the new Java free administration of your users and their entitlements. Read More |
May 2019 Sessions
| Date | Time | Topic |
|---|---|---|
| 5/1/2019 | 2:00 PM EST | WorldLink CitiDirect WorldLink offers complete control over cross-border payments via the Web from anywhere in the world. Read More |
| 5/2/2019 | 2:00 PM EST | Cash Payment Initiation and Reports Payment initiation through CitiDirect Online Banking. 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 |
| 5/6/2019 | 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. This course will instruct on the new Java free administration of your users and their entitlements. Read More |
| 5/8/2019 | 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 |
| 5/9/2019 | 2:00 PM EST | Cash Payment Initiation and Reports Payment initiation through CitiDirect Online Banking. 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 |
| 5/13/2019 | 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. This course will instruct on the new Java free administration of your users and their entitlements. Read More |
| 5/15/2019 | 2:00 PM EST | WorldLink CitiDirect WorldLink offers complete control over cross-border payments via the Web from anywhere in the world. Read More |
| 5/16/2019 | 2:00 PM EST | Cash Payment Initiation and Reports Payment initiation through CitiDirect Online Banking. 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 |
| 5/20/2019 | 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. This course will instruct on the new Java free administration of your users and their entitlements. Read More |
| 5/22/2019 | 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 |
| 5/23/2019 | 2:00 PM EST | Cash Payment Initiation and Reports Payment initiation through CitiDirect Online Banking. 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 |
| 5/27/2019 | 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. This course will instruct on the new Java free administration of your users and their entitlements. Read More |
| 5/30/2019 | 2:00 PM EST | Cash Payment Initiation and Reports Payment initiation through CitiDirect Online Banking. 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 |
|---|---|---|
| 6/3/2019 | 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. This course will instruct on the new Java free administration of your users and their entitlements. Read More |
| 6/5/2019 | 2:00 PM EST | WorldLink CitiDirect WorldLink offers complete control over cross-border payments via the Web from anywhere in the world. Read More |
| 6/6/2019 | 2:00 PM EST | Cash Payment Initiation and Reports Payment initiation through CitiDirect Online Banking. 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 |
| 6/10/2019 | 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. This course will instruct on the new Java free administration of your users and their entitlements. Read More |
| 6/12/2019 | 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 |
| 6/13/2019 | 2:00 PM EST | Cash Payment Initiation and Reports Payment initiation through CitiDirect Online Banking. 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 |
| 6/17/2019 | 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. This course will instruct on the new Java free administration of your users and their entitlements. Read More |
| 6/19/2019 | 2:00 PM EST | WorldLink CitiDirect WorldLink offers complete control over cross-border payments via the Web from anywhere in the world. Read More |
| 6/20/2019 | 2:00 PM EST | Cash Payment Initiation and Reports Payment initiation through CitiDirect Online Banking. 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 |
| 6/24/2019 | 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. This course will instruct on the new Java free administration of your users and their entitlements. Read More |
| 6/26/2019 | 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 |
| 6/27/2019 | 2:00 PM EST | Cash Payment Initiation and Reports Payment initiation through CitiDirect Online Banking. 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 |
