New always-on assistant uses Google Cloud and DeepMind tech to enhance advisor-client engagement
Citi Wealth has introduced a new artificial intelligence-driven tool designed to act as a digital member of its advisory team, marking a significant push to modernize how clients interact with wealth services.
The platform, called Citi Sky, was unveiled at a conference in Las Vegas and is powered by technologies from Google Cloud and Google DeepMind. It is positioned as an “always-on” capability aimed at helping clients access market intelligence, identify opportunities, and connect more effectively with their advisors.
Citi said the tool is intended to “transform the client experience by providing actionable insights and anticipating client financial needs through advanced voice and avatar technology.”
Unlike traditional digital assistants, Citi Sky is built to operate as a continuous presence within the wealth ecosystem, offering timely insights and a more interactive interface through voice and visual elements. The firm expects the technology to create a more responsive and tailored experience for users while also enhancing how advisors serve clients.
The rollout will initially focus on U.S.-based clients, with the system designed to integrate into Citi Wealth platforms over time. As it evolves, the firm anticipates the tool will make client engagement more intuitive and seamless, while strengthening the relationship between advisors and investors.
Citi also emphasized that the technology is meant to complement, rather than replace, human advisors. By handling certain interactions and surfacing relevant insights, Citi Sky is expected to free up advisors to focus on more complex client needs and strategic planning.
The launch underscores a broader industry shift toward embedding AI into wealth management, as firms seek to deliver more personalized services at scale while improving efficiency.
