CIMB Bank has unveiled a new bespoke digital wealth portal designed to bring personalised advisory, real-time market data, and interactive investment tools under one roof.
The platform aims to make wealth management more accessible and data-driven as more customers turn to digital tools to monitor and grow their investments.
The platform is powered by CIMB’s Chief Investment Office (CIO), the first wealth advisory unit of its kind in Malaysia serving affluent clients.
The CIO brings together specialists across asset classes such as equities, fixed income, funds, structured products, and foreign exchange, combining global perspectives with local insights to deliver advice that is timely and contextually relevant.
Through the portal, users can access market intelligence, research, podcasts, webinars, and real-time data in one place.
It also allows them to monitor key market indicators such as gold, currencies, and fund performance.
Interactive tools enable customers to view their portfolio allocations based on risk profiles, enhancing transparency and confidence in their investment decisions.
CIMB Preferred and Private Banking clients will receive tailored advisory support, while other users can benefit from the CIO’s market insights and research.
Haniz Nazlan, Chief Executive Officer of Group Consumer Banking, CIMB said,
“In today’s dynamic marketplace, customers are actively seeking smarter ways to protect and grow their wealth. Asset managers used to meet customers face-to-face before investing and are often relied on to provide updates on the fund’s performance.
Today, digitalisation allows customers to check their investment anytime and make decisions on the go. The CIMB CIO platform combines the best of those worlds, which are expert in-house insights provided by a dedicated team and quicker access to customised solutions and strategy to grow wealth.”
Haniz added that the initiative aligns with CIMB’s Forward30 strategy, which focuses on leveraging innovation, technology, and human expertise to deliver long-term value and strengthen client relationships.
The CIO portal is now live and accessible to CIMB clients.
Featured image: Edited by Fintech News Malaysia, based on image by ttonaorh via Freepik
