CIMB-Principal WiSE

Wealth Interactive Sales Experience or simply known as WiSE, is a simple, easy-to-use marketing apps developed by CIMB-Principal Asset Management Berhad.

WiSE will be an interactive platform for our Sales Consultants and Representatives (“The Users”) to showcase the Unit Trust and Private Retirement Scheme (PRS) solutions to our clients, through a guided step-by-step process from strategic marketing approach, risk profiling, goal planning, asset allocation and investment choices.

This App will be a platform to connect The Users to the current sales systems and training platform to improve productivity.

All access to, and use of this App is subject to the disclaimer, which is available at www.cimb-principal.com.my. By downloading this App you agree to have read and understood the disclaimer.