CBS China Bank Savings expands digitally and physically to serve clients better

CBS China Bank Savings (CBS), the country’s second-largest thrift bank, continues to elevate banking accessibility and convenience for clients nationwide through physical and digital expansion. The latest physical expansion is the new Mandaue City A.S. Fortuna Branch, relocated to a more modern and accessible location. The latest digital expansion is the Microsoft Copilot powered AI chatbot, Casey. Casey allows CBS to answer client’s needs 24/7 on Facebook and the CBS website. These milestones are part of the CBS commitment to Easy Banking for all.

Mandaue City A.S. Fortuna Branch

On March 10, 2025, CBS officially unveiled its new branch in Mandaue City, Cebu. Relocated to the Orion Corporate Center on A.S. Fortuna and Sacris Road, the branch is designed to better serve the growing banking needs of the community. The new location is just an eight-minute drive from its former Del Rosario site. It greatly improves accessibility and offers enhanced customer service alongside modernized banking facilities.

“CBS’ range of products and services are tailor-fit for businesses and individuals alike. Whether you are on the lookout for flexible savings accounts, digital banking solutions, or feasible loan options, we have got you covered,” said CBS China Bank Savings Retail Banking and Consumer Lending Group Head, Jan Nikolai M. Lim.

The grand opening was marked by a blessing and ribbon-cutting ceremony, followed by a reception attended by valued clients and partners. Aside from the new branch, CBS is investing additional resources

into the Visayas and Mindanao with a series of specialized training sessions aimed at upskilling CBS Bankers to better serve their communities. For the Cebu team, the training session is set for later in March.

As in previous years, CBS is continuing its Financial Wellness Initiative with another round of free seminars on saving, budgeting, debt management, and other personal finance topics. Dozens of trainings have been completed with teachers, students, and employees from all over the Philippines benefiting from personal finance tips and strategies. This is also part of the CBS Build and Rise nation building initiative, and the overall Bangko Sentral ng Pilipinas drive for financial inclusion.

CBS management talks about “Casey,” CBS’ AI chatbot. From left: Pia Monica Alturas, Area Head – VisMin Area; Warren De Guzman, Division Head – CEM, Marketing Services, and Sustainability; and James Christian T. Dee, CBS President.

CBS taps Microsoft Copilot to launch its own AI powered chatbot ‘Casey’

On February 14, 2025, CBS officially launched ‘Casey,’ the Bank’s AI-powered chatbot developed in partnership with Tech One Global Philippines and powered by Microsoft Copilot. Casey is designed to vastly improve customer interactions by providing 24/7 real-time assistance via the Bank’s Facebook page and website. More than just an automated responder, Casey engages clients using AI to ensure a human interaction that is polite, thoughtful, and knowledgeable of all CBS products and services. It can also help clients find the right banking product for their needs and connect them to the CBS Customer Experience Management Department, which will facilitate their requests promptly.

CBS President James Christian T. Dee.

“Our partnership with Tech One Global aligns with our strategy to enhance CBS’ digital capabilities and provide a seamless banking experience,” said CBS President James Christian T. Dee. “With Casey, we are making a significant leap in our digital transformation journey, reinforcing our commitment to serving our customers better.”

Tech One Global’s Managing Director, Lahiru Munindradasa, also emphasized the importance of AI-driven innovation in banking. “Our collaboration with CBS China Bank Savings in launching Casey, powered by Microsoft Copilot, is a testament to how intelligent automation can make banking more intuitive, secure, and customer-centric.”

CBS China Bank Savings, the retail banking arm of China Banking Corporation has a network of 170 branches, more than 107APD lending centers and ‘branch lites’, and 225 ATMs nationwide. CBS is committed to providing for the financing needs of the SME sector and retail customers and improving the quality of life of the communities it serves and deliver the promise of “Easy Banking for You.”