Citi Private Bank has quietly overhauled its app for customers with at least $25 million in net worth in recent weeks.
The app, which previously provided thought leadership content, now comes stocked with a number of data-driven services, including what-if scenarios, portfolio views, performance analysis tools, customized reports, and a vault to store documents like passports, among other services. Whatever the feature, the tech lets a banker and a client see the same financial data view to improve collaboration.
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