The Challenge
Customers needed better tools for personal finance and wealth management via mobile.
The AI Solution
"Wealth 360" AI-driven personal finance manager in Citi's mobile app providing personalized insights and digital wealth management features.
Type of AI Used: Predictive analytics and personalization (with conversational interface)
Results & Impact
Launched in 2024 to help customers budget, invest and track finances. It offers tailored recommendations and forecasts; early adoption showed improved client engagement in managing wealth.
