Citi Rolls Out a Pair of AI-Powered Banking Platforms
Citrix, Wednesday, August 27th, 2025
The financial firm's data, analytics and innovation team deployed two client-communication assistants for its wealth advisory division Monday.
Dive Brief:
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.
Citi is leveraging AI to speed processes and improve customer experience, according to Joe Bonanno, head of data, analytics and innovation at Citi. 'These platforms will save hours of time for our advisors, bankers and service teams while reinforcing for clients the personal and high-touch experience that is a tradition at our firm,' he said in the announcement.