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Fintech startup GoalsMapper launches GM Connect to boost customer engagement and digitally empower financial consultants
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…