Citi ASEAN integration complete (8.5M customers); fee-led growth strategy
Wee Ee Cheong
CEO · Executive on file
Relationship
Not mapped
Likely agenda
Enterprise-wide priorities
Account health
34 Build · Diamond account; 2 plans not yet started
Their priorities
Wee Ee Cheong's plan targets fee-led growth (wealth, cards, cross-border trade and FDI flows into ASEAN), now that the Citi integration has delivered 8.5M customers. unverified
Digital (UOB TMRW) and sustainability financing. unverified
Recent news
No dated news on file. Check the brief's signals before the meeting.
Talking points
With integration done, the focus shifts to cross-selling to 8.5M customers. Bring wealth and cards growth analytics.
Ask: A 6-week advisor productivity sprint: shadow 10-20 advisors, quantify time lost to admin, and ship one gen-AI assistant feature (meeting prep or follow-up) into a pilot branch.
34 Build · Diamond account; 2 plans not yet started
Their priorities
Wee Ee Cheong's plan targets fee-led growth (wealth, cards, cross-border trade and FDI flows into ASEAN), now that the Citi integration has delivered 8.5M customers. unverified
MAS and multiple ASEAN regulators. Operational resilience (MAS notices on outages for local banks). unverified
Citi ASEAN consumer (Malaysia, Thailand, Indonesia, Vietnam), integrated. unverified
Recent news
No dated news on file. Check the brief's signals before the meeting.
Talking points
With integration done, the focus shifts to cross-selling to 8.5M customers. Bring wealth and cards growth analytics.
Plays to raise
Customer analytics and cross-sellData & analyticsIdentifiednamed buyer
Ask: A 6-week advisor productivity sprint: shadow 10-20 advisors, quantify time lost to admin, and ship one gen-AI assistant feature (meeting prep or follow-up) into a pilot branch.
Ask: A 6-week advisor productivity sprint: shadow 10-20 advisors, quantify time lost to admin, and ship one gen-AI assistant feature (meeting prep or follow-up) into a pilot branch.
Ask: A 6-week advisor productivity sprint: shadow 10-20 advisors, quantify time lost to admin, and ship one gen-AI assistant feature (meeting prep or follow-up) into a pilot branch.
Other firms at the account: Infosys, IBMmentions unverified
Head of Client Experience
Name not on file · Plan buyer
Relationship
Not mapped
Likely agenda
AI & agents, Cloud & core, Payments
Account health
34 Build · Diamond account; 2 plans not yet started
Their priorities
Wee Ee Cheong's plan targets fee-led growth (wealth, cards, cross-border trade and FDI flows into ASEAN), now that the Citi integration has delivered 8.5M customers. unverified
UOB TMRW digital bank. Cloud. Gen-AI pilots. unverified
Recent news
No dated news on file. Check the brief's signals before the meeting.
Talking points
With integration done, the focus shifts to cross-selling to 8.5M customers. Bring wealth and cards growth analytics.
Ask: A 6-week advisor productivity sprint: shadow 10-20 advisors, quantify time lost to admin, and ship one gen-AI assistant feature (meeting prep or follow-up) into a pilot branch.
Ask: A 6-week advisor productivity sprint: shadow 10-20 advisors, quantify time lost to admin, and ship one gen-AI assistant feature (meeting prep or follow-up) into a pilot branch.
Other firms at the account: Infosys, IBMmentions unverified
Business heads who own the use cases
Name not on file · Plan buyer
Relationship
Not mapped
Likely agenda
Enterprise-wide priorities
Account health
34 Build · Diamond account; 2 plans not yet started
Their priorities
Wee Ee Cheong's plan targets fee-led growth (wealth, cards, cross-border trade and FDI flows into ASEAN), now that the Citi integration has delivered 8.5M customers. unverified
Digital (UOB TMRW) and sustainability financing. unverified
Recent news
No dated news on file. Check the brief's signals before the meeting.
Talking points
With integration done, the focus shifts to cross-selling to 8.5M customers. Bring wealth and cards growth analytics.
Plays to raise
Customer analytics and cross-sellData & analyticsIdentifiednamed buyer
Ask: A 6-week advisor productivity sprint: shadow 10-20 advisors, quantify time lost to admin, and ship one gen-AI assistant feature (meeting prep or follow-up) into a pilot branch.
Other firms at the account: Infosys, IBMmentions unverified
Asian credit, rates and cyber.
Sourcing. Built from the account brief, outreach plans, tracked intel and the relationship file. Items without a source link come from model knowledge and are unverified, and deal ranges are estimates. Confirm names and roles before the meeting.