Martin is a remote worker, and he works in a co-working space.

He has many aspirations. He wants to build his own business. He concerned about saving for his kids’ future. And he wants to buy his first home. But he doesn’t know how to manage his finances, and doesn’t know how to get help.

But he sees a CIBC office that has a REACH advisor, in his co-working space. He realizes that the banker who sits there, Alice, is available to talk with members of the space.

One day, Martin asks if she can help him. She tells him she absolutely can.

Alice and Martin arrange to meet later in the week. He brings his financial information with him, and they talk about his goals. Alice, with his agreement, inputs his financial information into the CIBC system and visually details his customized financial strategy using the bank’s personal financial planning tools. Martine really trust Alice, and he decides to shift his accounts to CIBC so that he can continue working with her.

He is able to track progress towards his financial goals through the CIBC system, but also knows he can contact Alice anytime. That makes him feel more confident.

Before too long, Martin is able to launch his own business.

But now he has financial goals, questions and concerns related to his business.

He wishes he understood his business finances as well as his personal finances.

But he remembers that Alice said he could call her for advice. So he calls her, and explains the challenges his facing.

Alice says she can personally introduce him to a REACH advisor who specializes in small business finance. She calls Peter, and tells him about Martin. Martin and Peter set up a time to meet in person - Peter tells Martin he will meet him where he is.

At the date and time agreed, Peter travels in a mobile office to meet Martin.

Because the mobile office is self-driving, Peter has time to do some preparatory work as he travels to Martin.

He loads Martin’s business accounts through the CIBC system, and connects them to CIBC’s small business financial planning tools. He draws some initial insights about the financial position of Martin’s business.

He pulls up, and the digital panel welcome Martin to the REACH Mobile Office.

Peter asks Martin what his specific goals are, and then uses CIBC small business planning tools to help create a financial strategy for the business. Martin is grateful to have another banker he can connect with, and knows he’ll see Peter again.