Case Studies in HIB
Case Studies in HIB
Fri, Mar 24, 2023 9:30 AM EDT (-04:00)
US$199
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Module 4 [Msia] - GoalsMapper Case Studies
This will be a hands-on session where you learn how to solve your clients financial concerns
By GoalsMapper Malaysia
When and where
Date and time
Mon, 26 Dec 2022 22:30 - Tue, 27 Dec 2022 00:30 PST
Location
Online
About this event
Congratulations on joining GoalsMapper for an exciting journey to redefine financial planning.
Your subscription includes our GoalsMapper Case Studies. 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’s objections.
So sign up today and Up your Biz results.
Kindly take note of the following:
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 throughhout the training. GoalsMapper trainings are designed to be hands-on and intensive for maximum learning.
4. Avoid leaving early towards the end of the session. There is a end-of-class quiz that helps you retain what you have learnt.
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About the organiser
Organised by
GoalsMapper MalaysiaGoalsMapper™️ is an award-winning Singapore-based FinTech SaaS tailored for financial consultants and institutions to digitise their advisory process. Leveraging smart technology, GoalsMapper is an all-in-one service platform with features to support consultants from end-to-end in their conduct of business. From pre-consultation digital fact finding to generating real time scenario-based financial information into informative charts for on-the-go consultations and servicing post-consultations, GoalsMapper is constantly innovating in its features to adapt to the needs of its users.
GoalsMapper has supported close to 80,000 lives across South-East Asia in Indonesia, Malaysia, Philippines, Singapore (HQ) and Thailand. Winner of the Global FinTech Award at Singapore FinTech Festival 2021, GoalsMapper is the go-to planning platform for financial consultants and institutions that combines the power of technology with the expertise and experience of consultants to offer clients more accurate insights and recommendations for better financial planning.
For more information, visit www.goalsmapper.com