Citibank to roll out Coin
Tony Graham
Citibank has formed an alliance with Coin Software to roll out the Coin offering to the Citibank financial adviser network within the Citigold Relationship Banking business.
Coin managing director Tony Graham said the roll out would occur as part of a three-year agreement signed between the two companies.
He said the introduction of Coin Software to the Citibank Relationship banking business would allow Citibank advisers to streamline their advisory functions, which would free them up and allow more time with clients.
Confirming the deal today, Citigold director Suvrat Saigal said the Coin Office platform would give his firm’s relationship managers more effective tools to provide their clients with a complete banking and financial advisory solution.
Recommended for you
Sequoia Financial Group has announced it is selling off its Informed Investor subsidiary which it acquired in April 2022.
Wealth Data has examined which advice business model has seen the most growth since the start of the year including those that offer holistic advice.
Research conducted by Elixir Consulting and Lonsec has quantified the efficiency gains of using managed accounts in financial advice practices in hours per week saved.
With only one-quarter of advice practices actively seeking feedback from clients, the Financial Advice Association Australia has emphasised why this is a critical tool for client retention.