Educational Webinars:
​Online training for citi's FI clients in U.S. and Asia

Citi maintains an online education portal for its financial intermediary (FI) clients, branded as e-source. Research had revealed a growing interest in the very specialist area of  supply chain finance (SCF), especially from clients in the Asia Pacific region.

The bank usually uses in-house resources to develop content for e-source but, on this occasion, felt the need for outside input in terms of subject matter knowledge and delivery resource. They turned to Transaction Banking Academy, the financial  training arm of Adaugeo Media.

Transaction Banking Academy was able to use its experience of delivering SCF courses to bring in Enrico Camerinelli, Europe's leading expert on supply chain finance and the author of the standard book on the subject.

Working with Enrico, Transaction Banking Academy developed an online course that covered the essentials of the subject in a  45 minute webinar, with questions managed by an Adaugeo Media moderator.

Training as a marketing tool

A brief training or 'masterclass' session, delivered online or as part of a live event, represents clear value and a real 'reason to make time' for potential clients.

Adaugeo Media can organise live or online courses in single units or ongoing programmes.

Citi clients could register for the course through the citi transaction services website, and when the time came for the live webinar, more than 200 had done so.

The success of the first course led to a second, timed to reach an FI audience in the Asia Pacific region, which attracted a similar sized audience and, since then, Transaction Banking Academy has delivered a series of webinars as part of the programme . The courses are available as recordings to view on demand at the citi transaction services e-source centre.

Essential Data

Objective: Deliver practical, specialist training in supply chain finance to citi's FI clients in the US and Asia.

Method: Adaugeo's Transaction Banking Academy identified Enrico Camerinelli (below) as a leading expert on supply chain finance and worked with him and with citi to develop and deliver the online training.

Result: The US training session attracted more than 200 individual registrations: citi asked Adaugeo to repeat the course for its Asia Pacific clients, with equal success.