Citi Wealth has launched two innovative digital platforms, Advisor Insights and AskWealth, enhancing client engagement for bankers and advisors. Developed by the Data, Analytics & Innovation team, these tools integrate advanced technology with Citi’s personalized service model. Advisor Insights features a customized dashboard with real-time updates on market trends, portfolios, and insights from the Chief Investment Office, allowing professionals to stay informed. AskWealth, driven by generative AI, provides immediate answers to client inquiries, facilitating quick access to market research and investment insights. Joe Bonanno, Head of Data, Analytics & Innovation, emphasized that these platforms will significantly save time for advisors and reinforce the firm’s commitment to a high-touch client experience. Currently piloted with Citigold and Citi Private Client in North America, Advisor Insights plans to extend to Citi Private Bankers by 2026, while AskWealth is globally available post-Asia launch. These tools mark a significant advancement in Citi Wealth’s AI and technological prowess.
Source link
