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Gestor Personal CX

CX Personal Adviser

Your CX Personal Adviser offers you personalised service

In addition to our traditional communication channels, you now have available this service that means you can communicate with your adviser securely and transparently from wherever you want.

  • Your CX Personal Adviser

                                                 

     

    At CatalunyaCaixa you'll get tailor-made financial solutions and personalised service from your own personal adviser. Our promise is to advise you and handle your financial needs to help you in your projects.

    Your personal adviser is a qualified professional who will assist you either in person or online at no extra cost.

     


    Your adviser will be your contact if you have any questions, want to perform a transaction or take out a product or service.


    With our CX at Home service your adviser will come to your home to provide you with unbeatable service.

  • And through Online Banking...

    Plus with Online Banking and our free CXmobi app (for smartphone or tablet) you can use our "MY ADVISER" feature where among other things you can:  


    Securely send and receive adviser/customer messages.

     

    Ask for an appointment, rate your adviser, change your adviser, etc. Everything you need but with no need to travel.

     

    Attach files and receive files from your adviser.

     

    Sign to take out products and services online.

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