Unitrax^® Navigator

Combining the ease of point-and-click simplicity with the functionality and power of Unitrax®, Citi’s Unitrax Navigator tool is a user-friendly, graphical client-service workstation designed to meet the demanding needs of your customer service department.

This simple tool is particularly relevant during busy times — such as during the RRSP season — when it may be necessary to add new staff for a short period. With Unitrax Navigator, not only will you waste very little time in training new staff, but you’ll also be able to better meet customers’ needs by gaining quick access to more information-rich screens and relevant customer data.

Unitrax Navigator requires no previous experience with Unitrax. The software program uses application tabs that become highlighted when they contain information. And, all details in Unitrax Navigator are in real time, so account information updated in Unitrax is immediately available to those users viewing the same account in Unitrax Navigator.

Improved speed of access to relevant customer data. Faster response time to account inquiries. Simplified training for staff. Unitrax Navigator can easily become the competitive advantage you need to build your business.

Plus, Unitrax Navigator provides several interactive features that contribute to a solid client relationship.