Empower your financial journey with CITEC’s AI Copilot, your virtual assistant and financial advisor, providing real-time insights, portfolio guidance, and expert advice tailored to your unique investment goals.
AI
Unlock wealth management excellence with our AI tools, placing client focus at the forefront. Automate tasks, diversify investments, and elevate the client experience through cutting-edge Machine Learning and Artificial Intelligence.
Key benefits
-
Increase commercial effectiveness with insightful advices
-
Access timely information and intelligent predictions
-
Personalized insights based on client portfolios and financial goals
Key features
- Contextual Support for Seamless Interaction
Experience personalized assistance aligned with your specific actions and needs for the most effective and tailored support. - Interactive AI-Generated Advice and Knowledge
Engage in real-time conversations with our Copilot, seeking advice and gaining insights on market trends and opportunities - External and Internal Sources of Information
Combine external market insights with details from your portfolios and strategies
Process diagram
-
Open the Copilot
-
Learn how to use the platform
-
Get insights about specific portfolios
-
Access real-time market data
-
Ask theoretical questions
Product specifications
-
+500 external sources of information
-
+20,000 assets covered
-
Your internal market vision incorporated