Citi: SMART SEARCH

Some of my latest and greatest projects haven’t gone to market yet so I can only provide a sneak peek.

END TO END PRODUCT FLOWS AVAILABLE UPON REQUEST

Drop me a line

 

THE PROBLEM:

Wealth clients often have trouble finding the right securities to invest in. Competitors have leapfrogged Citi in creating an experience that seamlessly allows clients to search across a multitude of criteria.

THE SOLVE:

Allow clients to easily find their next investment opportunity by surfacing worthwhile content and encouraging trading throughout.