Citi Wealth Unveils AI-Powered Tools for Client Communications
Developed by the firm’s Data, Analytics & Innovation team, the tools aim to combine advanced technology with Citi Wealth’s personalised client service model. Advisor Insights is said to provide bankers and advisors with a customised dashboard carrying timely messages on market developments, portfolios and current events, including commentary from Citi Wealth’s Chief Investment Office. AskWealth,…
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