Case Study: Citibank Wealth Management achieves a unified 360-degree client view with Aptaria's Salesforce CRM implementation

Citibank Wealth Management saves hours per advisor weekly with Aptaria

Aptaria implemented a Salesforce.com CRM solution for Citibank Wealth Management to address their critical business challenges. The customer faced inefficiency and fragmentation from using four disconnected on-premise CRM systems, which provided only partial client views, wasted advisor time, and lacked proper security and mobile access.

The solution delivered by Aptaria provided a unified 360-degree client dashboard, robust security controls, and mobile access, integrating and replacing the old systems. This implementation, Aptaria's largest Salesforce project to date, resulted in advisors saving hours per week, increased focus on client growth, and greater client satisfaction.

Citibank Wealth Management