Citizens launches Citizens Treasury Intelligence™ powered by Trovata, Enhancing Cash Visibility, Forecasting and Treasury Operations for Clients

SAN DIEGO, November 9, 2026: Citizens announced today Citizens Treasury Intelligence™ (CTI) powered by Trovata, a new digital platform for commercial banking clients that offers multi-bank cash visibility, analytics, forecasting, and workflow tools. Read the Citizens announcement here. CTI is the Citizens-branded version of Trovata Bank Pro, the partner program Trovata launched in October 2026 to help commercial banks give their clients a next-gen digital experience to manage cash and liquidity. As a Branded partner, Citizens delivers the platform under its own name, built on Trovata's AI-native infrastructure.

Highlights

• Citizens Treasury Intelligence™ powered by Trovata provides multi-bank cash visibility, forecasting, analytics, and treasury workflow tools.

• Basic version available for free to eligible information reporting clients, with paid tiers for expanded capabilities.

• Partnership combining Citizens' treasury expertise, Trovata's fintech platform, and Mastercard's banking ecosystem, with full rollout in Q1 2027.

How CTI helps treasury teams

CTI shows where a client's cash is today and forecasts where it is going, with a consolidated view across all of their banking relationships. Many treasury teams still manage cash through bank portals and spreadsheets. CTI automates the aggregation and categorization of data across banks, so teams can analyze cash flow trends, forecast liquidity, and act faster when business conditions change.

The need is clear. Mastercard research cited in the Citizens announcement found that more than half (52%) of mid-market businesses view cash flow forecasting as critical to their success, yet many still lack the tools to forecast with confidence.

Clients gain access automatically through their existing accessOPTIMA® eligibility, with no separate purchase or sign-up required for the basic version. 

“Trovata's partnership with Citizens is an industry gamechanger that leverages AI-native infrastructure, while meeting the requirements for governance, security and risk for the bank and its clients,” said Brett Turner, Founder and CEO of Trovata. “Citizens is differentiating with a next-gen digital experience to manage cash and liquidity for finance and treasury teams of every size, inside a Citizens relationship they already trust.”

Read the full Citizens announcement: New Citizens Treasury Intelligence™ Solution Enhances Cash Visibility, Forecasting and Treasury Operations for Clients

Learn more about the Bank Pro partner program: Trovata launches Bank Pro