01 AI Cross-border Compliance Solutions

Flatfee

2025

This is an internal strategic tool designed for Citi’s global Markets division, aiming to unify frag-mented pipeline data across various business lines into a single, role-specific dashboard.

Through extensive user research and stakeholder interviews, we identified the diverse needs of sales, product, and leadership users—from real-time deal tracking to high-level revenue forecasting.

The dashboard features modular, data-rich components including opportunity alerts, role-based analytics, and deal velocity breakdowns. By transforming raw data into actionable insights, the tool significantly improved sales team engagement, enabled better strategic alignment, and enhanced deal conversion visibility.

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