BPI’s “Make The Best Happen” Financial Planning Campaign

This is one of the best event launch i have ever attended… a light, fun and a mind-opener about managing your personal finances in the easiest, most doable way while you’re still young that is going to reap benefits the way you want it in the future.

Bank of the Philippine Islands has put up a major financial service dubbed, “Make The Best Happen”, and it’s a campaign that will help jump-start or help get you on track to managing your money right in order for you to have that financial cushion and live comfortably during retirement.

Every major bank have their own personal financial scheme but BPI is taking the lead to support its clients by helping them focus on their life aspirations. It’s geared towards a 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.

“Make the best happen.” That was what we were invited to do at the recent event of the Bank of the Philippine Islands (BPI). The launch of BPI’s institutional campaign revealed an animated video, a reminder that we can make anything we’d love to happen, happen.

And to guide us along the way, BPI also created a microsite. Makethebesthappen.ph addresses some of the areas in life where most individuals have goals. The articles offer practical tips on travel, health, parenting, shopping, dining and planning for the future. A quick tour of the site shows several helpful reads such as listings of secret food stops outside Metro Manila, quirky Korean tours, inspiring workouts, some necessary life purchases, and how to teach kids to save money.

During the lunch hosted by the bank, media representatives were welcomed by Ma. Corazon S. Remo, BPI Senior Vice President and Head of Strategic and Corporate Planning Division. We had fun as we were sent booth hopping, earning prizes at every stop. These booths were meant to give the guests an idea on what life goal they could pursue.

Ma. Corazon S. Remo, BPI Senior Vice President and Head of Strategic and Corporate Planning Division

We enjoyed some canapés and wine at the dining booth, played tourists at the travel booth, engaged in pseudo-retail therapy at the shopping booth, exercised a little bit at the health booth and did some art at the parenting booth.

Enjoying some canapes during the launch

A “trip” to South Korea

At the future booth, we sat down with BPI’s investment counselors and shared our aspirations. The counselors listened and did some pencil pushing keeping in mind our concerns and perceived limitations. Together, we identified the barriers and discussed ways to break them down or move around them. We walked out of the meeting feeling empowered, believing that indeed, we can make the best happen.

In a statement, Cezar P. Consing, BPI President and CEO, 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. BPI empowers Filipinos to make the best of their life happen by providing innovative and accessible financial solutions.”

“We’re here to make anything you’d love to happen, happen whether it’s for leisure, education, or broadening one’s horizons.”
Tricia Quiambao, Head of BPI’s Strategic Brand Management, said with BPI’s Make the Best Happen campaign, people come first. “We put a premium on understanding our clients and their needs, and as people become more and more aware of the world around them and the many possibilities and opportunities it offers, BPI enables them to accomplish those goals and aspirations better, faster and more efficiently,” she explained.

Tricia Quiambao, Head of BPI’s Strategic Brand Management

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PRESS RELEASE:

Everyone hopes to achieve something in life: explore the world, dine in the finest places, play sports and get fit, send one’s children to the best schools, open a business.

Recognizing that each individual has a unique dream, the Bank of the Philippine Islands (BPI) recently embarked on a campaign to help people achieve their aspirations. Dubbed “Make the Best Happen,” the campaign kicked off with the launch of an animated reel encouraging the pursuit of life and lifestyle goals.

Alongside the video, BPI also introduced a microsite, http://www.makethebesthappen.ph, which addresses some of the areas in life where most individuals have goals. The microsite’s articles offer practical advice and tips on travel, health, parenting, shopping, dining and planning for the future. A quick tour of the site reveals several helpful reads such as listings of secret food stops outside Metro Manila, quirky Korean tours, inspiring workouts, some necessary life purchases, and teaching children the habit of
saving.

In a statement, Cezar P. Consing, BPI President and CEO, said the campaign is a reflection of the bank’s commitment to empower people and achieve their life goals.

Making the best happen means “helping people achieve anything they would love to happen, whether it’s for leisure, education, or broadening one’s horizons,” 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.”

“BPI empowers Filipinos to make the best of their life happen by providing innovative and accessible financial solutions.”

BPI, the first bank in the Philippines and in the Southeast Asian region, has a wide range of consumer, corporate, and investment banking products and services.

At the Make the Best Happen launch, BPI Senior Vice President and Head for Strategic Corporate and Planning Division Ma. Corazon S. Remo welcomed members of the media and treated them to an
afternoon of fun, games, raffle draws, instant prizes, and delightful food.

Tricia Quiambao, Head of BPI’s Strategic Brand Management, says the campaign reflects BPI’s unique appreciation of people’s needs and lifestyles, and how it strives to meaningfully engage its clients. She adds the campaign is one way the bank aims to guide people reach their best dreams and goals.

“Make the Best Happen is a different look on banking. We want people to look at their needs first, whether it is about travel, starting a business, or funding their children’s education,” Quiambao said.
“Afterwards, people can then look at the different products and solutions that BPI has to offer.”

“As people become more and more aware of the world around them and the many possibilities and opportunities it offers, BPI enables them to accomplish those goals and aspirations better, faster and
more efficiently,” she added.