CIBC: Launches Smart Planner money management tool
- CIBC is a leading North American financial institution with 13 million personal banking, business, public sector, and institutional clients
- Announced the launch of Smart Planner, an easy-to-use, a self-serve digital tool that takes the complexity
- Smart Planner helps clients easily set, track, and keep sight of their goals through the Mobile Banking® App
- Once clients set up a goal in the tool, they begin to receive tailored advice from the Coach
- Smart Planner has a number of interactive features that enable clients to customize their goals
- Clients are also able to book an appointment to get in-person support at a Banking Centre at any time through Smart Planner
