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® New System Administrator
As a new (or migrating) Security Manager for CitiDirect®, it is important to understand the security features in CitiDirect® which are designed to give you control of system users, their access, and the oversight enforced on their work.
Join this training session to learn how to perform some key tasks such as creation of new users, customization of their entitlements and approval flows for payments, including relevant access management reports designed to give you visibility on existing set ups.
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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® New User
As a New User, familiarize yourself with CitiDirect® and get to know how to use some of the most popular functionalities for maximum effectiveness.
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CitiDirect® Payments Initiation & Authorisation
With the Payment Modules, you can initiate payments securely and efficiently.
Join this training session to learn how to access the Payment Modules in the CitiDirect® portal to initiate / authorize payments, create payment templates, and submit quick payments using the widgets from the homepage.
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CitiDirect® Reporting & Inquiries
The Statement Report and Inquiry on CitiDirect® allows you to perform a real-time inquiry of your account statements, complete with detailed credit and debit advice, displayed in the popular debit/credit column format.
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Citi Payment Insights
Citi® Payment Insights (CPI) provides payment status updates in real-time via a visual tracker, making payment tracking as simple as tracking a package.
Join this training session to understand an overview of the most frequently used tools to view, download and schedule delivery of account balance and payment information.
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CitiDirect® - China Mobile Token Activation - Mandarin
课程大纲：
中国软件令牌激活，用户登录
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Japan - CitiDirect® Basic Training
A summary explanation and demonstration on basic payments types available in Japan. The session will be carried out in Japanese and will provide instructions on how to create Japanese payments. This session will also cover how to generate Japanese reports.
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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. We have integrated a range of top-notch features to facilitate seamless access to information from the revamped CitiDirect® homepage. We trust that you will find the next iteration of CitiDirect® online banking to be a highly satisfactory user experience.
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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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For additional topics click below to review the ‘All Events’ Calendar
