Award-winning financial planning software GoalsMapper has day announced the launch of GM Connect, a Customer Relationship Management or CRM tool on the GoalsMapper platform to introduce an omnichannel communication tool for financial consultants to be better connected to clients. GM Connect aims to help financial consultants attain higher productivity levels by allowing portfolio-based segmentation and personalised engagement based on their client’s current situation or financial goals. 

“The financial worries caused by the Covid-19 pandemic have brought to fore the invaluable role that financial consultants play. Financial consultants who have proven their mettle were those who regularly kept in touch with their clients to provide objective expert advice with a human touch. With GM Connect, we are equipping financial consultants with the tools to connect and engage with their clients regularly on a deeper level with ease,” said Dato Wayne Chen, CEO and co-founder of GoalsMapper. 

More than just a platform to stay connected

It is undeniable that clients these days, especially millennials, want to play an active role in how their finances are managed. A recent study showed  54% of millennials in Singapore conduct their own research and rely on a financial consultant for validation. Hence, it is important that financial consultants adopt a more consultative approach and stay top of mind through regular and meaningful engagements.  

Understanding the changing consumer requirements and anticipating their clients’ needs, GoalsMapper developed GM Connect – a CRM and omnichannel communication solution specifically for financial consultants to engage their customers. 

With GM Connect, financial consultants can use automated reminders, customised messages or broadcasts to communicate and even manage their sales cycles more efficiently. Unlike other messaging solutions, GM Connect provides financial consultants with an opportunity to digitise the entire sales process, including an overview of the sales pipeline and receiving real-time testimonials. Along with a 360-view of their client’s requirements and necessary information all within a single secure platform, GM Connect stands out for its tailor-made solution for financial consultants. 

GM Connect is customisable to the point that customers can be engaged through different mediums such as WhatsApp and email. This customisation ensures that they have a consistent and non-intrusive connection with their customers over their preferred channels of communication.

Tools that cater to the paradigm shift in advanced wealth management 

As a company that aims to revolutionise the financial industry, GM Connect was created through direct collaboration with financial consultant professionals with valuable features to help financial consultants stay relevant and up-to-date. 

A GoalsMapper user said, “Being able to connect with our customers through the platform and being able to set up the automation has allowed us to spend more time on helping our customers make the right decisions for their financial goals. It is easy to use and allows us to better understand what our clients need and communicate with them in the manner that they want.”

Along with data-driven insights from the platform and financial consultants’ industry knowledge, GoalsMapper users are better equipped to provide clients with expert advice to reach their desired financial goals. 

This would not just help financial consultants scale their business to the next level but have more meaningful customer engagement and effective workflow in the process.