Citi Wealth has unveiled two new digital platforms, Advisor Insights and AskWealth, designed to strengthen how its bankers and advisors engage with clients.
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, meanwhile, is a generative AI-powered assistant that delivers instant answers across Citi’s Wealth ecosystem.
Citi explained that the tool is designed to help advisors and service teams resolve client queries quickly while providing access to market research and investment insights.
“Advisor Insights and AskWealth are pivotal steps forward in the expansion of Citi Wealth’s AI, data and technological capabilities,” said Joe Bonanno, Head of Data, Analytics & Innovation.
“These platforms will save hours of time for our advisors, bankers and service teams while reinforcing for clients the personal and high-touch experience that is a tradition at our firm.”
Advisor Insights is currently being piloted with advisors in Citigold and Citi Private Client North America, with plans to expand to Citi Private Bankers and international markets in late 2025 and early 2026. AskWealth is now available globally after its launch in Asia.
“These new AI-powered tools are gamechangers for Citi Wealth,” said Andy Sieg, Head of Wealth. “They give our advisors sharper insights, streamline how we work, and open new possibilities for serving clients with speed and precision.”
