DEPLOYMENT · GLOBAL
Citi launches AI 'teammate' for new wealth management model.
Citi has deployed an AI-powered 'teammate' within its Wealth division, designed to engage in real-time conversations, respond to inquiries, and surface insights for wealth managers. This signifies a new model for advisory services.
WHY IT MATTERS
Pioneering use of AI in high-touch wealth management will reshape client interactions, advisor workflows, and the regulatory landscape for AI in financial advice.
Source: Tearsheet · 2026-05-18