Citicorp Investment Services Marco Artigas Jaime Mantilla Who
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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 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 (Citi. Phone Trading). § Free research and planning tools via citibankonline. com & mycititrade. com.
How do CIS operations work
CIS Call Center Model
Centralized Bank Operations Client documents Caso Imaging System All account opening and demographic information Processing All outgoing external securities transfer requests All client complaints and disputes AOM-Account Opening and Maintenance All account opening and demographic information Processing Call Center Client Inquiry ACATS Processing Compliance Investigations All reportable client complaints DCA Plans All annuities applications Order Room Annuities Processing Legal
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.