“Citigroup deployed a pair of AI-powered advisory platforms in its wealth advisory division, according to a Monday announcement. The platforms were developed in-house by the bank’s data, analytics and innovation, wealth technology, and platform and experience teams, Citi’s Head of Wealth Andy Sieg said in the announcement.
The AskWealth generative AI assistant provides advisory teams with market insights and research to quickly answer client questions, the bank said. It will be joined by the machine learning-based markets Advisor Insights, a markets update dashboard currently in the pilot phase.”