Citi GenAI Investment Tools Launch
- Citi anticipates deploying investment advisory tools powered by generative artificial intelligence (GenAI) within the coming year.
- Victor Tewari, a senior vice president in Citi’s chief data office, indicated the initial launch would occur "soon, like this fiscal year," with a broader rollout planned for...
- The integration of generative AI into Citi's advisory services marks a significant step in leveraging technology to improve client experiences and optimize investment strategies.
Citi to Launch AI-Powered Investment Advisory Tools
Updated June 7, 2025
Citi anticipates deploying investment advisory tools powered by generative artificial intelligence (GenAI) within the coming year. This move aims to enhance its wealth management and private banking services.
Victor Tewari, a senior vice president in Citi’s chief data office, indicated the initial launch would occur “soon, like this fiscal year,” with a broader rollout planned for the subsequent fiscal year. The new tools promise to provide refined investment advice and personalized financial planning.
The integration of generative AI into Citi’s advisory services marks a significant step in leveraging technology to improve client experiences and optimize investment strategies.
what’s next
Citi plans to continue refining its AI-powered investment advisory tools based on user feedback and market trends, with the goal of providing increasingly personalized and effective financial guidance.