Citi Private Bank

The Private Bank
"In View" is a next generation mobile and desktop service that empowers the 15,000 global Private Bank Clients to track their portfolio, store and access important relationship documentation, research investment opportunities and engage with their banking team. 

For bankers it offers power tools to on-board new clients and managing existing ones.
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• Client Relationship "Cards"
• Account Group "Cards"
• Client Financials Screens - Holdings, Performance, etc.
• Client Documentation Management
• Client Profile Management
• Other Features - Quick Search, Context Call-To-Actions, Grid Customization

Citi Fin Tech
The Citi API Developer Hub was created to enable developers to rapidly build innovative client solutions faster than ever before. The global platform is one of the most comprehensive to date in the financial services industry.

An interactive prototype was first developed to drive ideation, iterate design solutions and guide the development team.