Citigroup, Inc. · NYSE:C
Citigroup — Investor Day (2024)
19 slides from Citigroup's investor day presentation, 2024
Slide 1: Services Execution Update
Services 4z Execution Update Head of Services
Slide 2: Unmatched leader for institutions with cross-border needs
Unmatched leader for institutions with cross-border needs Services Trade & Working Securities Capital Solutions Services Liquidity Management Services Payments Optimize liquidity management Make cross-border and domestic Finance trade activities and manage Connect investors, intermediaries and globa
Slide 3: Delivering strong financial and operating performance
Delivering strong financial and operating performance Revenue NIR EBT Avg Deposits AUC / AUA Efficiency RoTCE( 2023 $18.1B $4.9B $7.1B $811B $23.5T 55% 20.1% Revenue Fee Revenue and Principal Transactions EBT USD in Billions USD in Billions USD in Billions 157 18.4 58 62 6.6 67 7A 12.6 L] 54 2021 20
Slide 4: Services is the market leader in the Institutional segment
Services is the market leader in the Institutional segment Leader in the TTS Institutional Segment Driving Share Gains in Securities Services 2023 Market Share 2023 Market Share®) 9 we a L L a Citi Peer 1 Peer 2 Peer 3 Peer 1 Peer 2 Peer 3 Citi * Maintained the #1 rank across Payments”), Liquidity M
Slide 5: Our global network creates an unmatched competitive advantage
Our global network creates an unmatched competitive advantage Citi’s Services network delivers global reach, with local expertise, consistency and innovative product solutions that create sticky, lasting relationships. Liquidity Management Trade & Working Feyments Cayelivell Sei uitemis ~Q0 countrie
Slide 6: Our integrated Services business enables client growth
Our integrated Services business enables client growth Our Network Creates Unparalleled Value for Clients Services is the gateway to Citi for institutional clients and as they expand, their overall relationship with the firm also grows Services is a key provider to the Fortune 500 ~70% Banking s cli
Slide 7: Strategic priorities to drive continued growth and market share gains
Strategic priorities to drive continued growth and market share gains Evolving industry trends driving new client expectations © ofa Global eCommerce and 24/7 Supply Chain Data / Portfolio Fee Interest Rates Real-Time Capabilities Reconfiguration Digitization Compression and ETFs We will serve the d
Slide 8: Execute on growth opportunities
4) Execute on growth opportunities Deepen with Institutional Clients Grow with Commercial Clients Drive geographic and product expansion Be the go-to bank for commercial clients with across Services international financial services needs * Identified key corridors where Citi is positioned to drive g
Slide 9: Developing innovative solutions with best-in-class client experience
(2 Our investments are focused on developing innovative solutions with best-in-class client experience that enable our clients to succeed as market dynamics change. Payment Acceptance + Spring by Citi + Payer ID and Virtual Accounts Issuer Services * Digital Asset issuance with Distributed Ledger Te
Slide 10: Investing in the future of transaction services
© We continue to modernize our platforms Investing in the future of transaction services to continuously deliver value to clients and be on the cutting edge when marketplaces change Architecture and @ Positioned for the Future Real-Time Strong Data Foundation . . 68 Engineering Excellence > s. g B E
Slide 11: Delivering a superior client experience
4) Delivering a superior client experience Overall Client Satisfaction— TTS Key Enablers « Continue to refine our global client delivery and oversight model tailored to our clients’ operating business model and servicing needs « Continuous investment in digitization and automation to minimize fricti
Slide 12: Enabled by strong foundational risk & control capabilities
Enabled by strong foundational risk & control capabilities edit Risk Management Strong Discipline Across Key Risk Stripes » Sustained low loss history « Processing risk « Third party and + Exposure portfolio is predominantly high grade and short term Operational + Technology risk business disruption
Slide 13: Slide 13
Slide 14: Forward-looking statements
Forward-looking statements Certain statements in this presentation are "forward-looking statements" within the meaning of the U.S. Private Securities Litigation Reform Act of 1995. These statements may be identified by words such as believe, expect, anticipate, intend, estimate, may increase, may fl
Slide 15: Services returns reconciliation
Services returns reconciliation Services returns reconciliation 2023 Average Allocated TCE (in billions of dollars)” Services $23.0 Markets 53.4 Banking 21.4 usp 21.9 Wealth 13.4 All Other 30.6 Total Citi average TCE $163.4 Plus: Average goodwill $20.3 Average intangible assets (other than MSRs) 38
Slide 16: Footnotes: Services execution update (1/2)
Footnotes: Services execution update (1/2) ( Slide 2 4. Source: Coalition Greenwich FY23 Global Competitor Benchmarking Analytics. Rankings are also based upon Cit's internal product taxonomy, BNY, CACEIS, DB, HSBC, MUFG, NT, JPM, RBC, SCB, SG, ST and WFC. 2. Source: Coalition Greenwich FY23 Global
Slide 17: Footnotes: Services execution update (2/2)
Footnotes: Services execution update (2/2) Slide 5 4. Represents both countries and jurisdictions, 2. Proprietary custody network defined as countries and jurisdictions with Citi branches & subsidiaries; global custody network includes third party agents and international central securities deposito
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