GoalsMapper
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Award-winning fintech firm GoalsMapper has appointed Mr Benjamin Ang as Head of Financial Literacy and Adviser Advocacy, effective immediately. In this newly created role, he will be responsible for leading GoalsMapper’s initiatives to make learning about money fun and to highlight the invaluable role that professional advisers play in the personal financial planning journey. Dato…
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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…
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