Citi wealth management launches digital financial planning
A Citibank logo is pictured on a wall inside a Citibank branch in Mumbai, India, on Friday, February 21, 2014. Photographer: Vivek Prakash/Bloomberg
Product lets clients select their financial goals and create a plan for achieving them
Citi is the latest bank turning to technology to boost its financial advice business.
It's rolling out Citi Wealth Advisor, a digital financial planning product, to members of Citigold, the bank's wealth management program for people with at least $200,000 in assets. Clients select their financial
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