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Banks / Marketing / Citi Private Bank / Upselling / Customer retention / Business / Attivio / Citigroup


Document Date: 2015-05-23 12:36:08

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City

Newton / /

Company

Internet Strategy Citi Private Bank With / OF THEIR CLIENTS Citi Private Bank / ATTIVIO / Citi Private Bank / /

Event

Reorganization / Product Issues / /

/

IndustryTerm

open source search tool / search tool / wealth management strategies / /

Person

ROI PROACTIVE / /

/

Position

investment advisors / dedicated Private Banker / Private / Director / /

Product

iPad / Citi’s ability / /

ProvinceOrState

Massachusetts / /

URL

www.attivio.com / /

SocialTag