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Olivia LaBarre
Olivia LaBarre
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Inside the Redesign

Citibank recently reintroduced its online banking website with a brand-new look, feel and set of functionalities. Here's a closer look at the new

Related Resource: To read a Q&A with Weber that reveals more about the redesign and Citi's online banking strategy, download the December 2011 digital issue of BS&T.

New York-based Citibank ($1.9 billion in assets) redesigned its online banking website,, and recently reintroduced it with a brand-new look, feel and set of functionalities. A key change to the site was the integration of personal financial management (PFM) tools, says Tracey Weber, head of Internet and mobile banking for North America consumer banking at Citibank, who led the redesign effort. Powered by Yodlee, the PFM solution aggregates financial information from customers' internal and external accounts and lets them view, categorize and analyze that data. "It's a whole new suite of tools for customers to manage their financial lives," she says.

What makes Citibank's PFM component especially appealing, according to Weber, is that customers can view and access it right from the online banking dashboard. "On many other sites that have a PFM component you typically have to do a couple of clicks to get to it," she explains. "Here, every time you log in to your dashboard you get a refreshed chart of your spend activity by your top categories. We think that over time, it will lead to more frequent engagement with the PFM capabilities."

The PFM tool is just one part of Citibank's enhanced online banking experience. The following photo gallery details some of the other key changes, including a simplified user interface.

Image Caption: The Old Look's previous homepage contained more than 100 links.

The new homepage features a more simple, streamlined interface.

The dashboard has three key panels: The main panel provides high-level account information, the Quick Tasks section is for completing key transactions, and at the bottom is a scrolling marketing bar.

From an icon in the dashboard, customers can access an Account Snapshot overlay that displays a list of recent transactions and key account information.

Customer service support is available through a Contact Us panel displayed on all overlays.

Customers can pay a bill or transfer funds in three steps right from the Quick Tasks panel on the dashboard.

Customers can access a suite of personal financial management tools directly from the online banking dashboard.

The website's personal financial management tools allow customers to view, categorize and analyze their finances through a number of graphic interfaces.

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