CIMB Niaga Gelar Wealth Xpo, Wujud Apresiasi untuk Nasabah Istimewa di Solo 

SOLO – Setelah sukses digelar di Jakarta, Bali, Batam, dan Pontianak, PT Bank CIMB Niaga Tbk (CIMB Niaga) kembali menyelenggarakan Wealth Xpo di Solo, pekan lalu (16/11/2023). Acara spesial ini dilakukan sebagai wujud apresiasi bagi nasabah istimewa CIMB Niaga. Khususnya CIMB Preferred dan CIMB Private Banking.

Melalui signature event bertema The Resilience of Indonesia’s Economy in 2024, CIMB Niaga berbagi insight terbaru tentang pengelolaan keuangan, proteksi, dan investasi di tengah dinamika ekonomi global dan nasional untuk membangkitkan semangat optimisme masyarakat.

Solo dipilih sebagai salah satu kota untuk menyelenggarakan Wealth Xpo. Alasannya, dinilai memiliki potensi sebagai pusat perdagangan dan ekonomi kreatif. Hal tersebut membuat kota yang menjadi salah satu barometer peningkatan ekonomi dan sosial di Indonesia ini memiliki banyak peluang investasi dan portofolio nasabah. Selain itu, pelaksanaan Wealth Xpo di Solo juga sejalan dengan strategi untuk memberikan edukasi dan mengoptimalkan wealth serta portofolio nasabah di luar Jakarta.

Chief of Network & Digital Banking CIMB Niaga Budiman Tanjung menyatakan, tren investasi tanah air semakin inklusif guna menjaga dan mengembangkan kekayaan melalui berbagai instrumen keuangan. Minat masyarakat yang tinggi untuk berinvestasi juga perlu diimbangi dengan pemahaman literasi yang baik. Untuk menangkap peluang tersebut, CIMB Niaga terus meningkatkan layanan wealth management. Termasuk mengadakan Wealth Xpo sebagai wadah guna memberikan pemahaman dan wawasan pada nasabah tentang perekonomian dan tren wealth management terkini.

“Di tengah dinamika kondisi perekonomian global dan domestik, kehadiran Wealth Xpo diharapkan bisa meningkatkan literasi masyarakat terhadap produk-produk investasi dan proteksi yang relevan untuk mengembangkan kekayaan secara komprehensif dan berkelanjutan. Melalui Wealth Xpo, CIMB Niaga menawarkan solusi pengelolaan kekayaan yang dapat disesuaikan kebutuhan nasabah dengan memanfaatkan produk investasi dan proteksi yang tersedia,” kata Budiman, pekan lalu (16/11/2023).

Selama sehari, Wealth Xpo menghadirkan beragam narasumber yang kompeten di bidangnya melalui insightful wealth session. Ada dua dua sesi talkshow, yakni “Wealth Practice” dan “Wealth Roundtable”. Pada sesi “Wealth Practice,” dibahas mengenai Preserve Your Wealth for Legacy persembahan AIA. Sedangkan sesi bertema Legacy Planning: You Need More Than a Will yang dipersembahkan Sun Life.

Para peserta mendapatkan manfaat berupa wawasan, pengalaman, serta strategi dari para pakar dan praktisi soal solusi perencanaan finansial. Kedua sesi tersebut bisa diikuti nasabah dan masyarakat yang terdaftar.

Pada sesi “Wealth Roundtable” para pembicara mengupas tema The Resilience of Indonesia’s Economy in 2024 dari berbagai perspektif. Narasumber yang hadir adalah Senior Economist dan Mantan Menteri Keuangan (Menkeu) Republik Indonesia Bambang Brodjonegoro dan Chief Economist & Investment Strategist Manulife Asset Management Katarina Setiawan.

Selain sesi talkshow, CIMB Niaga juga menyediakan Wealth Consultation di booth CIMB Niaga dan partner yang berpartisipasi. Seperti Sun Life, AIA, SOMPO, Manulife Asset Management, Batavia Prosperindo Aset Manajemen, Principal Asset Management Indonesia, Trimegah Asset Management, dan Mandiri Investasi. Nasabah dan masyarakat bisa berkonsultasi untuk mengoptimalkan kekayaan dengan solusi Wealth Growth Practices serta melalui produk-produk yang relevan, sehingga diharapkan bisa mendukung rencana dan tujuan keuangan masa depan.

More Value, Better Experience and Easier

CIMB Niaga mengajak masyarakat yang ingin mengembangkan kekayaan untuk bergabung dalam layanan CIMB Preferred dan CIMB Private Banking. Layanan ini memberikan banyak keuntungan untuk nasabah dan keluarga sesuai tagline yang diusung More Value, Better Experience and Easier.

Di sini, nasabah akan mendapatkan nilai lebih besar dari sekadar bertransaksi, pengalaman tak terlupakan di setiap perencanaan keuangan, hingga kemudahan dan kenyamanan untuk kebutuhan perbankan.

Nilai lebih (More Value) bisa diperoleh nasabah. Di antaranya, kemudahan dan keuntungan bebas biaya dari Kartu Debit dan Kartu Kredit serta special rate untuk berbagai produk Tabungan, Deposito, Reksa Dana, dan Obligasi.

Dari sisi Better Experience, beragam fasilitas bisa dinikmati nasabah CIMB Preferred dan CIMB Private Banking, sehingga memberikan pengalaman tak terlupakan. Seperti fasilitas Safe Deposit Box tanpa biaya untuk semua ukuran, Airport Pick up dan Airport Concierge Service di Indonesia dan akses ke Plaza Premium Lounge di Singapura dan Malaysia.

Nasabah CIMB Preferred dan CIMB Private Banking juga mendapat banyak kemudahan (Easier) untuk menunjang aktivitas perbankan. Di antaranya layanan OCTO Mobile dan OCTO Clicks untuk beragam aktivitas keuangan, termasuk limit transfer antarbank hingga Rp 2 miliar.

“Kami berharap insight yang diperoleh dari Wealth Xpo ini semakin memperkuat fondasi dalam mengambil keputusan yang tepat untuk mencapai kesuksesan di tahun ini dan ke depan. Kami berupaya memberikan layanan dan fasilitas istimewa untuk nasabah CIMB Preferred dan CIMB Private Banking yang diharapkan dapat memberikan nilai lebih, pengalaman tak terlupakan, dan kemudahan dalam aktivitas perbankan untuk nasabah dan keluarga,” pungkas Budiman. (****)

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