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Find a Financial Advisor - Contact Us | Citi Personal Wealth Management — Form Analysis

11 form fields detected

Here’s what Ryvet could look like for Citi Personal Wealth Management

Citi Personal Wealth Management is a trusted provider of financial services, helping individuals navigate their investment options with confidence. However, their current website employs a standard static contact form that often results in visitor abandonment before completion, leading to lost opportunities for meaningful connections with potential clients.

Ryvet revolutionizes the way financial services engage with visitors by using a conversational AI form that guides users through the process one question at a time. This approach not only validates responses in real-time and captures essential context but can also facilitate appointment bookings, ensuring that potential clients feel supported and understood throughout their journey to financial wellness.

To see how Ryvet can enhance the contact experience for Citi Personal Wealth Management, scroll down and explore the interactive preview below. This demo showcases a seamless, engaging interaction, demonstrating exactly how Ryvet could transform their website's contact form into a powerful tool for client engagement.

https://wealthmanagement.citi.com/contact-us

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Insights

Your page has a 11-field form collecting email, phone, text, selection. Static forms like this typically see 15-25% completion rates. Converting to a conversational flow can increase completion by 40-60% by guiding users through one question at a time.

  • Replace dropdown menus with conversational choices — users engage 3x more with button options
  • Smart validation ensures required fields are collected naturally through conversation
  • AI can validate and clarify responses in real-time, reducing form errors
  • Break your 11-field form into a guided conversation — one question at a time keeps users engaged
  • Add your knowledge base so the AI can answer questions while collecting information

Recommendations for Find a Financial Advisor - Contact Us | Citi Personal Wealth Management

Based on your site, here's how you could use Ryvet to improve your conversion rates and user experience.

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11 fields detected
First Name*Last Name*Phone Number*Email Address*City*State*Zip Code*Range of financial assets to invest*No*Please Tell Us Their NameBy providing us your telephone number, you are providing express written consent for Citigroup Global Markets Inc. its representatives and its and their authorized businesses and third parties to call at the number you’ve provided to offer and/or advertise their investment products and services (including, investment brokerage, advisory and financial planning, personal and business products and services), even if your telephone number is currently listed on its internal Do Not Call list, or any state, or national Do Not Call list. You are not required to provide this consent as a condition of purchasing any products, goods, or services. By submitting this information, I consent to the above and agree to be contacted by Citigroup Global Markets Inc. at the telephone number provided.*

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