normal text medium text large text print

Recent Successes

Citi Client First:
Our People Listen

September 17, 2012

Citi Client First:
Feedback Leads to Simpler Account Documentation Processes

May, 2012

"Client First" is Citi’s process improvement program for measuring the satisfaction of clients like you and making it easier to do business with us.

You told us: Reduce complexity of account documentation

We’ve listened and understand your pain points. Our goal is to reduce administrative burdens and eliminate duplicate and cumbersome documents no matter where your company holds accounts with us. As a result of your feedback, we are standardizing guidelines and document templates for account openings, closings, and modifications, supplementing them with practices that meet specific local requirements.

Our response: A global initiative to streamline documentation requirements

Our new global documentation team is working with client organizations and representatives from our legal, product, and operations departments to develop policies and practices that address frequently-cited documentation issues. We have also formed regional teams to coordinate best practices on a global scale and liaise with clients like you.

For you this will mean:

  • fewer forms with fewer signatures
  • quicker escalation and resolution of documentation issues
  • Citi customer support authorization for quick responses to your internal changes
  • expedited account opening and closing with a more streamlined signature resolution system

The bottom line is that we hear your concerns and have put in place a dedicated global team to address them.

We will keep you up-to-date on our progress. In the meantime, if you have specific questions or recommendations about the modifications to our account documentation processes, please click here.