CIMB Bank Berhad has launched a bespoke wealth management platform, marking a significant step in digitalising its wealth management services. The platform, supported by CIMB’s Chief Investment Office (CIO), provides users with direct access to digital wealth solutions, data-driven insights, and expert analysis, catering to the growing demand for digital tools in wealth management.
The CIO, the first of its kind in Malaysia, serves affluent customers by combining global market perspectives with local insights. Haniz Nazlan, CEO of Group Consumer Banking at CIMB, highlighted the platform’s ability to offer “expert in-house insights provided by a dedicated team and quicker access to customised solutions and strategy to grow wealth.” This digital transformation aims to enhance client relationships and meet investment goals.
The platform consolidates market intelligence, research publications, and interactive tools into a single digital portal. It allows users to monitor market indicators and visualise portfolio allocations based on individual risk profiles. CIMB Preferred and Private Banking clients can access personalised advisory services, whilst other users benefit from the CIO’s insights.
Nazlan emphasised, “The CIO portal represents CIMB’s commitment to providing advisory-led, insight-driven solutions that safeguard and grow our clients’ wealth.” The initiative aligns with CIMB’s Forward30 strategy, leveraging innovation and technology to deliver lasting value.
The CIO portal is now live and accessible online, offering a comprehensive digital solution for wealth management.
