Salesforce Financial Services Cloud
Redtail CRM
SmartOffice
Simple
DealCloud
Money Guide Pro
LearnVest
TAMARAC
Citi
Bank of Baroda
HDFC Bank
ICICI Bank
Chase
First Republic Bank
State Bank of India
Yes Bank
Based on our record, Citi seems to be more popular. It has been mentiond 10 times since March 2021. We are tracking product recommendations and mentions on various public social media platforms and blogs. They can help you identify which product is more popular and what people think of it.
Does anyone know where the Costco account gets connected to the Citi account? Is it on costco.com or on citi.com? Source: 6 months ago
I was approved in April.. And just recently hit the required spend, so I'll be getting the 75k bonus... If you go directly to citi.com and find the Premier card, it should say 75k bonus still. Source: 11 months ago
Just wanted to ask if any of you can verify the number 84233000 and if it's legitimate or not for Citi credit card application as it wasn't that visible when searching for Citi contact numbers. The email they sent me had an address of citi.com which I've read to be legitimate, however, I seem to have some concern regarding it's legitimacy and concerned about providing further information about myself. If anyone... Source: about 1 year ago
The hell you close your Citi Premier for? Citi has the easiest policies on Product changes. You can product change to any Citi card on https://citi.com. Source: over 1 year ago
Hot take: I've always hated it that website log you out for inactivity. Sure, 30 days, or even a week maybe, but why shouldn't I be able to leave citi.com open for days on end on my own laptop? Source: over 1 year ago
Redtail CRM - Redtail is a web-based client relationship management solution for the financial advisors.
Bank of Baroda - Public sector Indian bank
SmartOffice - Whether you need to read that report from the office, present a PowerPoint presentation, or review that annual statement from your broker that came in PDF form, SmartOffice has you covered.
HDFC Bank - HDFC Bank is India’s largest private sector lender by assets.
Simple - Simple is reinventing personal banking with modern online and mobile experiences, no surprise fees...
ICICI Bank - Private sector Indian bank
