Event Information
About this event
Join us and learn new features such as how to use the Digital Fact Finder and Data Table.
You will be introduced to the many features of GoalsMapper that makes planning a breeze. Furthermore, come and learn how GoalsMapper can increase your sales closing ratio and handle common client objections.
Sign up and experience the improvement in your business today!
Kindly take note :
1. Login to your GoalsMapper account at live.goalsmapper.com before the training. If you have difficulty, please contact us at info@goalsmapper.com and we will scurry to assist you.
2. Try out the different functions of the software, perhaps model your own profile for a start, to get a feel of how common scenarios are modelled.
3. Be punctual and participative throughout the training. GoalsMapper trainings are designed to be hands-on and intensive for maximum learning.
Organiser GoalsMapper Pte Ltd
Organiser of Module 1 - GoalsMapper New User Training
GoalsMapper™️ is the first fintech / insurtech company in Singapore with the vision to redefine financial planning, through its real-time, scenario-based and customer-facing financial planning software.
The high detailed and accuracy of the GoalsMapper™️ charts allows consultants to assist clients to plan out multiple financial goals and multiple life scenarios to ensure that they are prepared for their financial future and make smarter financial decisions.
GoalsMapper™️ is committed to the digitalization of the financial advisory industry. At the same time, we believe this is still a people-centric industry. By empowering the financial consultants with a powerful planning and client-facing solution, it increases their professionalism, value offering and credibility to the client.