The Bank of the Philippine Islands (BPI) continues to bring customer-focused solutions as part of its digitalization push. The bank recently launched a new wealth management platform, BPI Wealth Online, to provide BPI Gold clients with a holistic view of their financial assets to allow them to better manage their funds – anytime, anywhere.
The bank’s new digital platform, combined with its team of Relationship Managers and Investment Specialists, strengthens the bank’s leadership in providing phygital banking solutions. BPI believes in empowering its clients to enable them to secure and grow the wealth they’ve worked hard to build.
“BPI Wealth Online allows BPI Gold clients to experience next-level wealth management, with full visibility and control of their portfolios across BPI and BPI subsidiaries, and in collaboration with their Relationship Manager to fine-tune their investments and steer their finances towards the future they envision,” said BPI Head of Consumer Banking and Executive Vice-President, Maria Cristina “Ginbee” L. Go.
The new BPI Wealth Online platform provides BPI Gold clients with an up-to-date, 360-degree overview of all their holdings in BPI and its local subsidiaries. It also allows them to visualize the actual distribution of their portfolio by asset class and currency, and gain insights for recalibration. For convenience and accessibility, clients may also subscribe to or redeem funds. The digital platform also allows BPI clients to reach their Relationship Manager and modify their investment decisions through secure messaging online. This makes it easier for BPI Gold clients to take care of their finances, allowing them to spend more time on the things that matter most.
A BPI Gold client’s view of the new BPI Wealth Online platform includes visualized portfolio and performance overviews of all of their assets across the bank and its local subsidiaries.
“These are all aligned with our mission of being our customers’ trusted financial advisor throughout their life’s journey, going beyond letting our clients feel important and valued, to truly enabling them do more with their wealth and achieve what they want in life,” Fitzgerald Chee, Head of Consumer Platforms of BPI, added.
As of September 25, 2024, select BPI Gold clients have been provided exclusive access to BPI Wealth Online. Interested clients may learn more about BPI Wealth Online on the BPI website or through their Relationship Manager. Clients interested in becoming a BPI Gold client and enjoying seamless wealth management via BPI Wealth Online may also visit any branch. This digital platform is just one of the many benefits exclusive to BPI Gold clients, showing the bank’s commitment to ensuring their financial success—because wealth isn’t wealth until one can enjoy it.
