Citi Wealth Launches “Advisor Insights” Pilot and “AskWealth,” AI-Driven “Gamechangers” for Client Communications | Joseph V. Bonanno Jr.

Managing Director, Global Head of Data Analytics & Innovation Citi Wealth at Citi

🚀 Citi Wealth isn’t just keeping pace in AI - we’re setting it. With Advisor Insights and AskWealth, our teams now have sharper insights, instant answers, and more time to deliver what matters most: an unmatched client experience. Others are talking about the future of wealth management. At Citi we’re already building it. #CitiSpeed #OneWealth #AdvisorInsights #AskWealth https://lnkd.in/eARXJrp6

Citi Wealth Launches “Advisor Insights” Pilot and “AskWealth,” AI-Driven “Gamechangers” for Client Communications citigroup.com

19 Comments

Keyana Sapp

Fortifying Western Enterprises @ Palantir | AI Strategy | Optimistic & Long-Term Minded

Very cool 👏

1 Reaction

Kannan Rajagopal

SVP | Delivery & Transformation Leader | Driving Strategic Product Implementations in Banking, Capital Markets & FinTech

Well done Joe! It’s not just AI empowerment, it also shows the data maturity within the organization. All the best for upcoming product initiatives.

1 Reaction

Sergio Mello, MBA

😎

2 Reactions

Grant Horun

Stardog ⭐ 🐶 - Enabling anyone to ask any questions of their data and get a timely, accurate, and hallucination free answer!

Great to see this! We're actually helping others with this exact type of use case: https://info.stardog.com/webinar-ai-data-intelligent-wealth-advisor

3 Reactions

Patty Sachs

Global Head of Wealth Marketing at Citi | Unifying Brand & Growth Across the Full Wealth Spectrum

Let’s go!!! Congratulations Joseph V. Bonanno Jr. and team!

1 Reaction

Alex Espinal

Accounting and Development Coordinator @ Corazon Puro

Impressive to see how AI is transforming client-facing operations! From my experience in financial operations, the efficiency gains from automated insights can really free up professionals to focus on high-value relationship building. The combination of data accuracy and enhanced client experience is exactly where the industry is heading.