BankingFinTech

CIBC: Launches new platform to help clients build their financial plans with ease

  • CIBC a leading Canadian-based global financial institution with 10 million personal banking, business, public sector, and institutional clients
  • The COVID-19 pandemic has led to unprecedented changes for Canadians, including expectations for their financial future
  • CIBC announced the launch of CIBC GoalPlanner, an innovative new platform that takes the complexity out of financial planning
  • CIBC GoalPlanner, available now to Imperial Service clients, modernizes and also simplifies the financial planning experience
  • Also gives clients a full view of their finances and highlights opportunities, shortfalls, and surpluses in areas such as cash flow
  • CIBC GoalPlanner gives you the confidence that comes from having a comprehensive financial plan
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Laura M
Laura M
Laura is a financial reporter, editor, and researcher with a particular interest in fintech innovation, capital markets, and the evolving global banking landscape.

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