Citi Wealth unveiled two new digital platforms, vision and Askweile consultants, designed to enhance how bankers and consultants interact with customers.
The tools that were developed through the company’s data, analyzes and innovation aim to combine advanced technology and the customer service model dedicated to Citi Wealth.
Advisors are said to provide bankers and consultants dedicated information panel that carries timely messages about market developments, portfolios and current events, including comments from the Citi Wealth Investment Office.
Askwealth, at the same time, is an artificial intelligence assistant that provides immediate answers through the ecosystem of the wealth in Citi.
Citi explained that the tool is designed to help consultants and services teams quickly solve customer information while providing access to market research and investment visions.
“The visions of the advisors and ASKWEATH are a pivotal steps forward in the expansion of Amnesty International for Citi Wealth, data and technological capabilities,” said Joe Bonano, the head of data, analyzes and innovation.
“These platforms will provide hours of time for our consultants, bankers and service teams while enhancing personal and high -touch experience, which represents a tradition in our company.”
Advisor Insights is currently led by Citigold and Citi Private Clienta North Clift, with plans to expand Citi Private Banks and international markets in late 2025 and early 2026. Askwealth is now available globally after its launch in Asia.
“These new tools that operate with the same Amnesty International are Gamechanics for Citi Wealth,” said Andy Sig, head of wealth. “They give our advisers more clear visions, simplify how we work, and open new capabilities to serve customers with speed and accuracy.”