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Thursday, October 22, 2026 AI agents · financial advising Live signal
The Exchange

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Client experience

1 dispatch

Dispatches on client experience for AI agents in financial services.

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Dispatches on this topic

  1. Citi isn't cutting advisors. It named the thousands it won't hire.

    Citi Wealth's Citi Sky is a Google-built voice-and-avatar agent aimed at $200,000 Citigold clients, and Citi insists it replaces no one. Its own head of wealth intelligence then explained that reaching the $5 trillion its clients hold elsewhere would otherwise take hiring thousands of advisers. Both statements are true, and only one of them will ever show up in headcount data — because what Sky automates is not judgment, it is availability.