When taking care of one’s finances, many seek advice from others, ranging from their immediate family members to social media personalities. While taking the initiative to become more responsible for their financial future is important, following the financial advice of others who may not be qualified to do so might lead to more harm than good.
Hoping to inspire young Filipinos to begin their journey toward a more financially steady future with the right guidance, the Bank of the Philippine Islands’ (BPI) premium segment, BPI Preferred, has launched its financial coaching service, NEXT.
“NEXT by BPI Preferred is more than just a service; it’s a dedicated partner in your financial success. With NEXT, we’re empowering the younger generation to take control of their financial future,” said BPI Head of Consumer Banking Maria Cristina Go.
“It’s about more than just saving—it’s about building smart habits and making informed decisions that will allow them to navigate the financial landscape with confidence. Through expert advice, tailored coaching, and exclusive tools, we’re here to help our clients turn their dreams into reality,” she added.
Exclusively available for BPI clients between the ages of 21 to 45 who have at least P100,000 in savings or investments with BPI, NEXT offers various tools, content, and resources to inspire individuals to develop more responsible financial habits while also encouraging a more balanced lifestyle.
Clients can receive personalized financial advice from a dedicated virtual financial coach who provides tips and insights on managing or growing their wealth. A range of educational content is also readily available to help improve financial literacy and empower clients to make better decisions.
Clients will also have opportunities to be rewarded for every financial milestone they reach through NEXT’s exclusive quarterly raffle, with up to P1 million in prizes. Clients can earn entries by topping up their savings or investments. Additional exclusive benefits include rate discounts on auto and housing loans, special gifts with insurance purchases, and perks from BPI’s partner merchants to help clients achieve major life milestones more quickly.
A budgeting app designed to track spending, saving, and investing habits will be launched in the first quarter of 2025, providing insights to help clients make smarter decisions and monitor their progress toward financial goals.
The launch of NEXT on Nov. 6 at The Balmori Suites featured activities aimed at inspiring individuals to begin their financial fitness journey, such as the Next-level Financial Coaching Activity Booth, Easy Wins When You Just Dance Activity Booth, Xclusive Knockout Benefits Activity Booth, and Track Your Finances Activity Booth.
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To join NEXT, new clients can open a #SaveUp savings account through the BPI app or a Saver-Plus account at any BPI branch. Existing clients can top up their BPI accounts to P100,000 to enjoy all the benefits of NEXT.
For more information on how to become a NEXT client or to learn more about the program, visit www.bpi.com.ph/next or follow them on their official social media pages.
