Citi Wealth’s Data, Analytics and Innovation team has launched two new exciting innovations, Advisor Insights and AskWealth, both designed to enhance the way in which Citi Wealth communicates with its clients.
Through Advisor Insights, Citi Wealth bankers and advisors will have access to a tailored dashboard featuring timely messages about market turns, portfolios and current events. With the application, more clients will experience faster and deeper connections around useful content and alerts, including insights from Citi Wealth’s award-winning Chief Investment Office.
AskWealth is Citi’s GenAI-powered conversational assistant that gives service teams, advisors and managers instant answers across the Wealth ecosystem. With the help of AskWealth, service teams can resolve client inquiries with ease and speed, and advisors can access timely market insights and research to answer questions related to their clients and portfolios.
“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 in pilot with advisors in the Citigold and Citi Private Client North America business. Usage will be expanded to North America Citi Private Bankers and international colleagues in Q4 2025 and Q1 2026. AskWealth is now available to Citi Wealth colleagues around the globe following a successful launch in Asia.
“These new AI-powered tools are gamechangers for Citi Wealth. They give our advisors sharper insights, streamline how we work, and open new possibilities for serving clients with speed and precision,” said Andy Sieg, Head of Wealth, crediting the division’s Data, Analytics & Innovation, Wealth Technology and Platform & Experience teams. “We’re excited about the impact AI will have on our clients and colleagues alike as we continue to lead the industry into the future.”
Source: Citi
