Citi Wealth Launches AI-Driven Tools to Enhance Client Communication

Citi Wealth's Data, Analytics & Innovation team has introduced two new AI-powered platforms—Advisor Insights and AskWealth—aimed at revolutionizing client engagement. Advisor Insights provides bankers and advisors with a tailored dashboard featuring real-time market updates, portfolio alerts, and insights from Citi's Chief Investment Office. The tool is designed to accelerate client-advisor interactions with data-driven precision.

AskWealth, a generative AI conversational assistant, delivers instant responses to service teams and advisors across Citi's wealth ecosystem. The platform streamlines client inquiry resolution and offers on-demand market research, reinforcing the firm's high-touch service tradition. Both innovations mark a strategic expansion of Citi's AI capabilities, promising significant time savings for staff while elevating client experiences.

The rollout begins with a pilot program for Citigold and Citi Private Client North America advisors. Joe Bonanno, Head of Data, Analytics & Innovation, emphasizes these tools' role in marrying technological efficiency with personalized service—a competitive differentiator in private banking.