Wednesday, February 03, 2016
BPI, the first bank in the Philippines and in South East Asian region, has a wide range of consumer, corporate, and investment banking products and services. In a statement, Cezar P. Consing, BPI President, said the bank wants to focus on needs-based financial planning where individuals make decisions based not on returns but on the goals they want to achieve.
The process begins with helping clients identify their life needs and goals and then create a priority list based on those aspirations. Clients are then encouraged to make personal financial assessments, computing, among others, one's net worth, cash flow requirements, and even emergency funds.
Based on this initial assessment, BPI helps clients create a game plan, mindful of their budgets, goals, risk profile and investment options.
"BPI empowers Filipinos to make the best of their lives happen through its innovative and accessible financial solutions," Consing said. "We strive to know and understand the individual circumstances and financial needs of our clients, then offer financial advice. Only then do we propose certain solutions that are suitable and customized for each and every client."
Tricia Quiambao, Head of BPI's Strategic Management, said BPI's Make the Best Happen campaign is a different look on banking. "We put a premium on understanding our clients and their needs, whether it's to travel, or start a business, or fund their children's education," she said.
"As people become more and more aware of the world around them and the many possibilities and opportunities it offers, BPI would like to enable them to accomplish those goals and aspirations better, faster and more efficiently."
Rally Jereza, BPI Division head for Visayas and Mindanao,a dded: "Cebu has been a hub of out-of-the-box thinking, and BPI feels right at home with our trendsetting solutions. With Make the Best Happen, we aim to expand the conversation with our clients and friends, beyond solutions and into actual life and lifestyle choices."
The microsite devoted to the Make the Best Happen campaign - makethebesthappen.ph - addresses some of the top life and lifestyle goals of most individuals: travel, health, parenting, shopping, future, and dining. Its content is enriched every week with updated content derived from current areas of interests.