Citi Wealth Introduces AI-Powered "Innovators" in the Market

Citi Wealth, a division of Citigroup, has recently unveiled two innovative AI-powered tools aimed at revolutionising the way its advisors, bankers, and service teams operate. The new platforms, Advisor Insights and AskWealth, are expected to save hours of time and provide sharper insights, reinforcing the personal and high-touch experience that is a tradition at Citi Wealth.

Andy Sieg, the Head of Global Wealth Management at Citigroup, has expressed his excitement about these new developments. Sieg, who returned to Citi in September 2023 after leading Merrill Wealth Management, credits the division's Data, Analytics & Innovation, Wealth Technology, and Platform & Experience teams for the development of these game-changing tools.

Advisor Insights is a tailored dashboard for Citi Wealth bankers and advisors. It provides timely messages about market turns, portfolios, and current events, aiming to facilitate faster and deeper connections with clients. The dashboard also features insights from Citi Wealth's award-winning Chief Investment Office. Currently, Advisor Insights is in a pilot phase with advisors in the Citigold and Citi Private Client North America business. Usage of Advisor Insights will be expanded to North America Citi Private Bankers and international colleagues in Q4 2025 and Q1 2026.

AskWealth, on the other hand, is a GenAI-powered conversational assistant available to Citi Wealth colleagues globally. Designed to help service teams, advisors, and managers resolve client inquiries and access timely market insights and research, AskWealth was successfully launched in Asia and is now available to Citi Wealth colleagues worldwide.

The impact of these AI-powered tools is expected to benefit both Citi Wealth's clients and colleagues. According to Andy Sieg, they will open new possibilities for serving clients with speed and precision, saving hours of time for the advisors, bankers, and service teams. The use of these platforms is intended to reinforce the personal and high-touch experience that is a tradition at Citi Wealth.

Sieg also emphasises that the launch of Advisor Insights and AskWealth is a pivotal step forward in the expansion of Citi Wealth's AI, data, and technological capabilities. He expresses his excitement about the future of Citi Wealth as they continue to lead the industry into the future with AI.

These platforms are expected to save hours of time for Citi Wealth's advisors, bankers, and service teams, providing sharper insights and streamlining the work process at Citi Wealth. As the use of these tools expands, it is clear that Citi Wealth is committed to leveraging technology to enhance the services they provide to their clients.