Redefining client relationship management

Citibank embedded Moxtra’s cloud collaboration into the Citigold application to digitize interactions between clients and relationship managers.

Citi Mobile Challenge

Moxtra wins best client engagement tool

Citigold India

Citigold India customers can now message, call, and video chat with relationship managers and other experts through the bank’s mobile app. Relationship managers can execute deals, provide advice on asset classes, share documents, get signatures, exchange notes, and launch video meetings – all from within the app. All interactions are saved with a full audit trail for future reference.

"We expect engagement to grow by three times a month per relationship manager."

Kartik Kaushik

Country Business Manager, Citibank India