Business

Citi Launches AI-Powered Platforms to Elevate Wealth Advisory

Date: August 29, 2025

Citi has introduced two new AI-powered tools aimed at enhancing its wealth advisory services—bringing faster insights and more precise support to clients. As digital banking continues to evolve, generative AI and machine learning are gaining traction across the industry.

What Are the New Tools?
Citi’s in-house data, analytics, and innovation teams have developed two platforms: AskWealth, a generative AI assistant that offers advisors real-time market insights and research, and Advisor Insights, a machine learning–based markets update dashboard now in pilot testing.

Impact on Customers and Businesses
For clients, these innovations translate to more responsive advisory services, faster answers to questions, and a more personalized banking experience. Businesses benefit as well—Citi’s teams expect significant time savings, freeing advisors to focus on strategy and relationship-building.

How This Affects Banks
AI-powered tools are becoming key competitive differentiators in digital banking. Institutions deploying such technologies can streamline operations, reduce manual work, and offer better client engagement—pushing the industry toward smarter banking models.

Economic Implications & Future Trends
As AI becomes more embedded in banking, expect rising demands for regulatory clarity around data usage, bias prevention, and transparency. The shift toward AI-enhanced wealth advisory may well redefine expectations for loan advice, credit offerings, and checking account services.

Closing Insight
Citi’s AI rollout underscores the growing role of technology in banking’s future—where trust, speed, and insight go hand in hand.

Pro tip: Keep an eye on AI-driven tools like these—they’re shaping how banks deliver interest rates, mortgage advice, and investment solutions in real time.
Economic insight: As AI cuts operational costs and boosts customization, clients benefit from smarter, faster decisions—marking a major stride in digital banking evolution.