Next Generation AI Driven Technology | Wealth Advisor Opportunities

Powerful AI Driven
Technology

From a leading-edge, AI-powered virtual assistant to note-taking tools, our AI-powered technologies help you engage clients in a more modern, personalized way.

Next-Gen AI For Your Clients

With Citi Sky^SM

For the questions that just can't wait, Citi Sky is there. This new AI-powered member of the Citi Wealth team is available 24/7, providing real-time answers to your client's immediate questions, whenever and wherever they need it.

Built right inside the secure Citi Mobile^® App, clients can ask questions the way they think of them, switching between text, voice, or video, in English or Spanish. From a maturing Citibank CD to a market move in a client’s investment account, Citi Sky surfaces the moments that matter.

Watch This Video

Personalized Client Communication At Scale

With Citi Advisor Insights

Video placeholder for 'Citi: Release Notes: Advisor Insights' on YouTube

Citi Advisor Insights automates client outreach, allowing you to deliver highly relevant, tailored communications to your entire book of business without the manual effort. ...

Target with Precision: Identify high-impact outreach opportunities through intelligent client scoring and ranking.
Deliver Relevant Content: Access a comprehensive library of timely, personalized communication ideas triggered by market movements, portfolio changes and global events.
Optimize Performance: Streamline workflows, track engagement metrics and measure the direct impact of your communications on client relationships.

Watch This Video

Automated Notetaking

With Citi Scribe

Woman in a red sweater typing on a laptop.

Save time and stay in the moment with Citi Scribe. This secure note-taking tool captures conversations, summarizes key discussion points and generates structured, machine-readable records. Key benefits include:

Enhance Accuracy: Capture precise details and action items automatically.
Reduce Administrative Burden: Save valuable time on post-meeting documentation.
Accelerate Follow-Up: Generate client-ready summaries and follow-up tasks instantly.

CIO Insights For Advisors

With AskWealth CIO

Screenshot of AskWealth CIO that says 'Good Evening, Jane Doe' above a text area. And then in the text area it says 'What is the Chief Investment Office's view on gold? 'Below this text box it says 'You are chatting with CIO'

AskWealth CIO, an expansion of the firm’s successful AskWealth platform, provides advisors with immediate access to the latest research and perspectives from our Chief Investment Office.

Through an intuitive, conversational chat interface, advisors can instantly retrieve CIO viewpoints sourced directly from our most recent reports to answer complex client and portfolio questions.

Joe Bonanno

Head of Data, Analytics & Innovation

Our focus has been embedding AI directly into advisor workflows in ways that are intuitive and immediately valuable. We built this with our Wealth Advisors, not for them. Their feedback shaped these platforms end-to-end, always with the goal of improving how we serve clients.

INVESTMENT PRODUCTS: NOT FDIC INSURED • NO BANK GUARANTEE • MAY LOSE VALUE

Citi Wealth is comprised of several client segments and businesses of Citigroup Inc. (“Citigroup”) providing clients access to a broad array of banking, lending, wealth management products and services available through bank and non-bank affiliates of Citigroup. You can receive banking and lending services from Citibank, N.A. (Citibank), Member FDIC and Equal Housing Lender NMLS# 412915, along with investments as a client of Citi Personal Wealth Management, a business of Citigroup Inc., that offers investments through Citigroup Global Markets Inc. (“CGMI”), member SIPC. Citibank and CGMI are affiliated companies under the common control of Citigroup Inc.