Wealth and Asset Management
Citi Wealth Launches “Advisor Insights” Pilot and “AskWealth,” AI-Driven “Gamechangers” for Client Communications
Citi Wealth’s Data, Analytics & Innovation team has launched two new exciting innovations, Advisor Insights and AskWealth, both designed to enhance the way in which Citi Wealth communicates with its clients. Through Advisor Insights, Citi Wealth bankers and advisors will have access to a tailored dashboard featuring timely messages about…
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