Solusi digital terlengkap untuk kebutuhan penasihat keuangan Anda.

Konsultan & Lembaga Keuangan menggunakan GoalsMapper untuk menyederhanakan keputusan yang kompleks, mengubah impian keuangan menjadi kenyataan.

Digunakan oleh konsultan dari

Pengalaman memakai GoalsMapper

Temukan GoalsMapper melalui platform kami

360 ° Kejelasan Data Finansial Memperkuat hubungan dengan klien Save hours on communication Fact find made easy

Platform bisnis keuangan Anda yang lengkap

Grow

Create a sense of individuality with our easy-to-use branding tools. Expertly designed to position you for success.

Plan

Revolutionise your financial advisory process for optimal performance.

Connect

Transform your customer relationship management processes through omni-channel communication and automate your time consuming workflows.

Learn

Gain knowledge from TOT, COT, MDRT financial practitioners and subject matter experts as they share their success secrets.

Putar Video

Why financial consultants love GoalsMapper?

Saran Waktu Nyata

Maximise your productivity during meetings, Address clients’ concerns and recommend innovative solutions

Bedakan Dirimu

Identify gaps in Client’s financial health, anticipate real-life problems and proffer solutions to them

Complete Clarity & Accuracy

Present a precise picture of your client’s financial status supported with reliable data within minutes

Membangun Kepercayaan dan Hubungan

Exhibit your professionalism by providing added value to your client

Mengapa Konsultan Keuangan menyukai GoalsMapper?

Saran Waktu Nyata

Maximise your productivity during meetings, Address clients’ concerns and recommend innovative solutions

Bedakan Dirimu

Identify gaps in Client’s financial health, anticipate real-life problems and proffer solutions to them

Complete Clarity & Accuracy

Present a precise picture of your client’s financial status supported with reliable data within minutes

Membangun Kepercayaan dan Hubungan

Exhibit your professionalism
by providing added value to
your client

5 Countries

Indonesia Malaysia Phillippines Singapore Thailand

90%

of users have increased their conversion rate

75%

of users’ clients have increased their investment

Awards

24/7 Real-time Support

GoalsMapper has the highest rated client support in software. We have provided services that ensure your growth as a Financial Consultant

Better Engagement

Friendly Tutorial

Agile Updates

Strategic Workshops

Better Engagement

Friendly Tutorials

Agile Updates

Strategic Workshops

More than 80,000 lives touched by GoalsMapper

Give your clients the clarity they deserve for making financial decisions

More than 80,000 lives touched by GoalsMapper

Give your clients the clarity they deserve for making financial decisions

Singapura

CT Hub, 2 Kallang Avenue #08-05 Singapore (339407)

Malaysia

D-05-07, Menara Mitraland, Jalan PJU 5/1, Kota Damansara, 47810 Petaling Jaya, Selangor