Welcome to the Citi Client Service Academy Learning Pathways At Citi, we believe our clients need to learn in the most effective and easy way, this is why we have introduced the Citi Client Service Academy Learning Pathways. The Learning Pathways, available for the four global regions are designed to provide you with a set of courses specifically designed to your needs and roles, simplifying and streamlining the learning process while ensuring you get the best out of the Citi Client Service Academy Training offerings.
Step 1 - New CitiDirect® Security Manager Learning Pathway (Only required for Security Managers)
As a new Citi client, the first training should be dedicated to your Company’s designated Security Managers. The CitiDirect® Security Manager Learning Pathways will help ensure that you get the best out of CitiDirect® from the outset.
CitiDirect® Security Manager Learning Pathways
CitiDirect® System Administrator
CitiDirect® centralizes your corporate banking functions to give authorized users around the world access to accounts and information in a web-based environment. Security on CitiDirect® is designed to help you streamline your processes and offers a high-level of internal and external security
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On-Demand: CitiDirect® Security Manager Fundamentals Training Video
Learn how to perform CitiDirect® Security management key tasks such as creation of new users, customization of their entitlements, and the approval flows for payments as well as users' activation and reactivation.
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Step 2 - New CitiDirect® User Learning Pathway
After your Company’s Security Managers have been trained and have provided you with the required access, you can now start the Learning Pathways journey as a New User to explore CitiDirect®‘s full potential.
CitiDirect® New Users Learning Pathways
CitiDirect® Getting Started
CitiDirect® centralizes your corporate banking function to give authorized users around the world access to accounts and information in a web-based environment. Join this session to learn how to utilize CitiDirect® to assist with your day-to-day activity. From logging in to knowing where you can go for assistance and self-servicing options, this course will assist in what is needed to navigate CitiDirect®.
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CitiDirect® Cash Payment Initiation
CitiDirect® provides a simple to use, yet powerful tool for making payments. CitiDirect® provides you with the convenience of a broad range of Payment Methods and real-time access to important transactional information. CitiDirect® provides functionality that enables clients and users to tailor its services to suit their business needs. The Payments service class supports multiple specific Payment Methods, with each method having one or more forms depending upon the Local (country/region specific) and Global variations.
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CitiDirect® Cash Reporting & Inquiries
CitiDirect® provides a simple to use, yet powerful tool for generating reports. CitiDirect® provides you with the convenience of a broad range of reporting & inquiry tools providing functionality that enables clients and users to tailor its services to suit their business needs.
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New CitiDirect® - Payments & Reporting
This training session offers a comprehensive outline of the essential functions involved in processing payments, generating reports, and exporting data through CitiDirect®'s updated interface.
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On-Demand- CitiDirect® Payment Insights (CPI) Training Video
CitiDirect® Payment Insights (CPI) provides payment status updates in real-time via a visual tracker, making payment tracking as simple as tracking a package. In this training video, we will provide an overview of the most frequently used tools to view, download and schedule delivery of account balance and payment information. In addition, discover how to raise a service request for your payment by utilizing CitiDirect® Service Insights (CSI) and track the status of your inquiry directly from CitiDirect® . Video duration time: 24 minutes, divided in topic chapters for your convenience.
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On-Demand: CitiDirect® Security Management and US ACH Transaction Training Video
This On Demand training video provides step-by-step instructions on how to initiate a CitiDirect U.S. ACH transaction. It also provides instruction for CitiDirect® security managers to granting users’ access to make US ACH payments.
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For additional topics click below to review the ‘All Events’ Calendar
