Watch Desk posted an update
Citi executives say AI can summarise market updates and reports quickly, with portfolio reviews that once took a long time now completed in minutes. Their account offers a concrete glimpse of how AI is being used in wealth management, rather than another broad promise to transform it.
Why it mattersThe executives say advisers can use the time saved for more conversations with clients and to tailor information to their needs. That is Citi’s description of the benefits, not an independently measured result.
Discuss: If AI does the analysis faster, should advisers spend the saved time with clients, or use it to serve more of them?
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