Citi Arms Wealth Advisors With 4 AI Tools to Cut Busywork

Citi has deployed four artificial intelligence (AI) tools across its wealth division, one for clients and three for advisors, each designed to shrink the distance between raw data and advice.

The bank’s new client-facing piece is Portfolio Intelligence, a platform that consolidates positions, performance metrics and market insights from Citi Wealth’s Chief Investment Office into a single interface. It’s already live for Citi Private Bank clients in North America, expanding to Private Bank clients globally in Q2 and all Wealth clients by year-end, according to a Thursday (April 9) press release.

On the advisor side, three tools target different friction points, per the release.

AskWealth CIO gives advisors a conversational interface to query the firm’s latest CIO research directly, currently in pilot across Citigold, Wealth at Work, and Citi Private Bank in North America. It is set to expand to remaining regions in the coming weeks.

Client 360 consolidates holdings, positions, call logs, and client interests into a single screen. Full rollout to Citi Private Bank and Wealth at Work is planned for this month, with all Wealth colleagues gaining access in Q2 2026.

And CitiScribe aims to automate note-taking, summarizing client discussions to cut manual documentation. It deployed to all Wealth advisors in North America in Q1 2026, the company said.

Andy Sieg, head of Citi’s wealth division, said the strategy is to build a connected set of AI tools that can surface investment opportunities at scale, flag potential risks, and help advisors determine the next course of action.

Citi isn’t alone in these moves. Bank of America last month rolled out AI-Powered Meeting Journey to Merrill and its Private Bank, a tool that handles preparation, note-taking, and follow-up across client meetings. The bank says it saves advisors up to four hours per client meeting, PYMNTS reported.

Last September, Citi launched Citi Stylus Workspaces, an internal agentic AI platform designed to let employees compress multistep tasks across systems into a single prompt. The wealth tools announced this week extend that infrastructure into the client-facing side of the business.