NEW YORK – The third-largest bank in the U.S., the $1.7-trillion Citi, said its Citi Wealth unit has launched two new AI-based offerings, Advisor Insights and AskWealth
The bank said the new services are designed to enhance the way in which Citi Wealth communicates with its clients.
According to the bank, 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.
‘Faster & Deeper Connections’
“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,” the bank said.
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,” Citi stated.
Currently in Pilot Stage
According to Citi, 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.
