Citicorp investment services
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Citicorp Investment Services. Marco Artigas Jaime Mantilla. Who is Citicorp Investment Services. Introducing Discount Broker-Dealer. Clicks and Bricks model Relationship FE and non-FE clients Operations support the CIS Sales Force 1.1 million customers

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Citicorp Investment Services

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Citicorp investment services

Citicorp Investment Services

Marco Artigas

Jaime Mantilla


Who is citicorp investment services

Who is Citicorp Investment Services

  • Introducing Discount Broker-Dealer.

    • Clicks and Bricks model

    • Relationship FE and non-FE clients

    • Operations support the CIS Sales Force

    • 1.1 million customers

    • 1,500 Financial Executives and support staff

  • Services provided to Clients

    • Obtain service or trade with a Financial Executive located in our Financial Centers.

    • Obtain service or trade with Call Center Registered Reps 24 X 7.

    • Obtain service or trade using Electronic Access via PC (CBOL / Cititrade) and IVR (CitiPhone Trading).

    • Free research and planning tools via citibankonline.com & mycititrade.com.


How do cis operations work

How do CIS operations work


Cis call center model

CIS Call Center Model


Centralized bank operations

Centralized Bank Operations

Client documents

All account opening and demographic information Processing

All account opening and demographic information Processing

AOM-Account

Opening and

Maintenance

Call Center

Caso Imaging

System

Client Inquiry

ACATS

Processing

All outgoing external securities transfer requests

Compliance

All client complaints and disputes

Investigations

Legal

All reportable client complaints

Order Room

DCA Plans

Annuities

Processing

All annuities applications


Recommendations and suggestions

Recommendations and Suggestions

  • Call Center efficiency and utilization

    • Emphasize trading calls and transfer inquiries to lower cost channels.

    • Differentiate Clients at the Call Center Level to maximize client satisfaction.

  • CIS Branch Operations

    • At the Central Branch Level improve processing efficiencies by identifying service bottlenecks.

  • Positioning

    • Revaluate FE compensation structure.

    • Use CBOL to acquire more client direct customers.


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