Citi Wealth Launches AI Tools 'Advisor Insights' and 'AskWealth' to Enhance Client Communications

AI Summary

• →Citi Wealth's Data, Analytics & Innovation team has launched two AI-powered tools: Advisor Insights and AskWealth.
• →Advisor Insights provides bankers and advisors with a tailored dashboard featuring timely messages about market turns, portfolios, and current events, including insights from Citi Wealth's Chief Investment Office.
• →AskWealth is a GenAI-powered conversational assistant that gives service teams, advisors, and managers instant answers across the Wealth ecosystem to resolve client inquiries and access market research.
• →Advisor Insights is currently in pilot with Citigold and Citi Private Client North America, with expansion to North America Citi Private Bankers and international colleagues planned for Q4 2025 and Q1 2026.
• →AskWealth is already available globally following a successful launch in Asia.