Citibank launches Total Wealth Advisor system

The China Post
Date: March 21, 2017
By: The China Post news staff

TAIPEI, Taiwan — As part of an ongoing drive to improve customer experiences, Citibank Taiwan has converted the Chungcheng Branch in Taipei into a smart banking branch. This included setting up digital banking areas for customers to better understand the process of opening a bank account and applying for a credit card with a Taiwanese Citizen Digital Certificate.

These kinds of conversions allow customers to transfer funds through Citibank’s Mobile Banking services and control investments in both the Hong Kong and the U.S. stock markets. As part of its drive to aid wealth management, Citi has launched the Total Wealth Advisor (TWA) system — an image-based, intuitive tool for financial advisors to provide a more professional service and help customers achieve their financial goals.    [FULL  STORY]

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