CitiGroup's Ileana van der Linde on Next-Gen Advisor Platforms

Listen to this episode As part of their effort to enhance the service offering to high-net worth clients, Citigroup Private Bank developed a Wed-based platform called "The Relationship Report." Ileana van der Linde, global director of Internet strategy for Citigroup speaks on the development of this platform and how it is giv

Listen to this episode

As part of their effort to enhance the service offering to high-net worth clients, Citigroup Private Bank developed a Wed-based platform called "The Relationship Report." Ileana van der Linde, global director of Internet strategy for Citigroup speaks on the development of this platform and how it is giving the bank an edge by improving the client/advisor relationship. Using the product, Citigroup Private Bank is blazing the trail towards real-time account information aggregation and next generation client reporting.