Post by Joseph V. Bonanno Jr.

Head of Wealth Intelligence (Data, AI & Experience) | Citi Wealth

We’ve rebranded our team at Citi Wealth to Wealth Intelligence - a reflection of where the industry is going, and where we intend to lead. We’re building something different: a unified intelligence platform that turns insight into action - in real time, for both clients and advisors. Early innings, but this is foundational to how Citi Wealth will differentiate and scale. #WX #CitiWealth