Clients can set, track and keep sight of goals through new digital tool
CIBC Smart Planner helps clients easily set, track and keep sight of their goals through the CIBC Mobile Banking® App. Once clients set up a goal in the tool, they begin to receive tailored advice from the CIBC Coach which serves as a digital money mentor, helping clients where they are today and with planning for tomorrow.
"While managing finances may feel overwhelming to many people, CIBC Smart Planner makes it easy to set clear financial goals, and track progress towards achieving your ambitions," said
CIBC Smart Planner has a number of interactive features that enable clients to customize their goals and the road to achieving them such as setting up push notifications to keep their goals on track or creating automatic contributions towards their goals.
Clients are also able to book an appointment to get in-person support at a
"We're excited to help further simplify managing finances for Canadians, and offer clients a unique way to plan for their future wherever and whenever best meets their needs," added
CIBC Smart Planner adds to the suite of digital self-serve tools that CIBC has launched in the mobile banking app to help clients do more with their finances including:
- CIBC Smart Balance Alerts™, which enable clients to avoid negative account balances, declined payments and NSF fees through proactive alerts;
- CIBC Virtual Assistant, which can help clients perform banking transactions and answer questions about everyday banking;
- CIBC Insights, which offers clients personalized and actionable recommendations based on their financial transactions.
CIBC is a leading North American financial institution with 13 million personal banking, business, public sector and institutional clients. Across Personal and Small Business Banking, Commercial Banking and Wealth Management, and Capital Markets businesses, CIBC offers a full range of advice, solutions and services through its leading digital banking network, and locations across Canada, in the United States and around the world. Ongoing news releases and more information about CIBC can be found at www.cibc.com/ca/media-centre.
SOURCE CIBC
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