CIBC Smart Planner helps clients easily set, track and keep sight of their goals. Source: Pixabay.com

The new digital tool eliminates the difficulties in managing financial resources and provides personalized advice.

CIBC Smart Planner helps customers set, track and keep their goals in view using the CIBC Mobile Banking app. After the user has set a financial goal, he begins to receive individual recommendations from the CIBC trainer. The trainer helps to use the resource correctly, taking into account current realities and likely future prospects.

Laura Dottori-Attanasio, head of the CIBC personal and business banking group, says that the new tool will allow all clients to handle financial resources competently, regardless of their level of literacy in this industry. She also stressed that individual recommendations are developed taking into account the achievement of the goal without full immersion in specific issues of the industry by customers.

CIBC Smart Planner has some interactive features. For example, users can set up push notifications or create automatic contributions to achieve their goals. Customers also have the opportunity to make an appointment to receive personal support at the CIBC Banking Center at any time using CIBC Smart Planner.

The new solution complements the set of digital self-service tools that CIBC launched in a mobile banking application. Previously, CIBC Smart Balance Alert was started, which allows users to avoid negative account balances. Also in the set of digital tools, there is a virtual assistant CIBC, which helps customers to make banking transactions and answers questions about everyday banking activities. CIBC Insights offers users personalized recommendations based on their financial transactions.

As we have reported earlier, Greenlight Launches Financial Literacy Game for Kids and Teens.