CIMB F.I.R.S.T. offers personalised solutions to facilitate financial planning

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CIMB Bank Berhad and CIMB Islamic Bank Berhad launches its CIMB F.I.R.S.T., a platform which offers holistic financial solutions unique to each customer’s needs based on the recommendations of a virtual financial adviser.

CIMB F.I.R.S.T. stands for Finance, Insure, Returns, Save and Transact. It enables a customer to choose from the profile that best describes him or her by suggesting a proposition covering savings, financing, insurance, investments and credit cards for transactions.

Powered by a rules-based AI engine, F.I.R.S.T.  will be continuously enhanced and fine tuned over time to offer more customised financial solutions to suit the needs of each individual.

Samir Gupta, CEO, Group Consumer Banking, CIMB Group says, “We look forward to CIMB F.I.R.S.T. completing our financial advisors in meeting customers requirements for information and advice in real time in line with Bank Negara’s financial inclusion agenda.”

Desmond Teoh, Regional Head, Preferred Banking & Segments Group Consumer Banking says, “We have about 60 000 new customers a month. This will help give them the right product. There is also a 15% increase of the same customers going for a second product as well through this.”

CIMB F.I.R.S.T. is available through its website and branches.

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