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GoalsMapper, Singapore’s leading FinTech company, celebrated its fourth anniversary in May with the launch of a new digital gifting feature, GM Rewards, on its fully cloud-based platform, to ease the gifting journey of consultants with their clients. With GM Rewards, users of GoalsMapper can expect to receive up to S$500 worth of GM coins to offset purchases made for clients, as part of GoalsMapper’s fourth anniversary celebration.

Since its founding in 2018, GoalsMapper has established itself as an essential player in the regional financial consultancy industry. With a presence in  Indonesia, Malaysia, Philippines, Singapore and Thailand, GoalsMapper is set to become the go-to digital service in Asia that supports financial consultants end-to-end with their all-in-one cloud-based platform.

Dato’ Wayne Chen, Co-Founder of GoalsMapper, said, “Through the years, we have received much support from our users and we would like to be able to give back to them. As a token of appreciation, we would like to gift our users with GM coins that they can use to offset future purchases, when they utilise the platform to purchase gifts for their clients. We are deeply heartened to see that many more financial consultants are benefiting from GoalsMapper’s digital solutions and we look forward to continuing to innovate and partner with consultants across the region in redefining end-to-end financial planning for years to come.”

In just four years, GoalsMapper has extended their reach in Southeast Asia, to bridge the knowledge gap of the region known for having the world’s lowest financial literacy rate. COVID-19 has disrupted traditional distribution and workflow for financial services, and served as a litmus test for the industry, proving the need for further digitalisation in the financial services sector. GoalsMapper’s GM Planner, GM Connect and GM Brand aim to better meet the needs of local and regional financial consultants in the digital sphere by availing customer relationship management features and simplifying financial product knowledge transfer between consultants and clients.

Keeping the interest of every client in mind, GoalsMapper upholds the highest standard of data protection by complying with MAS Technology Risk Management (MAS-TRM) Guidelines, has achieved the ISO/IEC 27001:2013 Certification and was recently awarded the Data Protection Trustmark (DPTM) certification by Infocomm Media Development Authority of Singapore. This voluntary decision to undergo stringent assessment was a choice made to assure every financial consultant and financial institutions that the use of GoalsMapper’s suite of digital solutions are in line with industry best practices for data protection policies.

Gifting at the Touch of a Button

Gift giving has been a key way for consultants to build relationships and express appreciation towards their clients. With ease and convenience in mind, GM Rewards aims to eliminate pain points that come with the purchasing process to help smoothen the consultants’ gifting process.

Especially for financial consultants with a large clientele, this feature allows a tedious two-hour task of filling in each client’s delivery details to be reduced to just five minutes. With GM Rewards integrated into GoalsMapper’s cloud-based system, consultants are able to utilise their client database from GoalsMapper to prefill postage information and customise their gifts, therefore saving precious time and effort. Beyond traditional e-commerce platforms, GM Rewards also allows users to cart out items and send them to different delivery addresses in one purchase.

GM Rewards, comprising an exclusive gift of up to 25,000 GM coins worth S$500 for users, is entitled to users based on their subscription plans. This anniversary gift will be a one-time drop, and is made available to existing users of GoalsMapper as well as new users who sign up by the 1st of July 2022. These GM coins can be used in GM Rewards to purchase gifts for clients from a curated selection of over 200 different types of products from well-loved brands such as Antidote, Klosh and Aleyda.

Modelled after shopping sites, consultants can browse and select from over six different categories of gift products available for customisation for a more personal touch. This includes hampers, home decorations, bakery and spa services, and even fine jewellery pieces, with the option of making bulk purchases at the touch of a button. On top of that, GoalsMapper users will enjoy special price rates and exclusive items from these brands via this gifting platform. For instance, Antidote, a Singapore-based cold-press juice company, is offering an exclusive bundle for users of GoalsMapper to enjoy.

GoalsMapper’s cloud-based platform currently supports over 80,000 people in their financial journey across the region. Apart from providing digital solutions for financial consultants, GoalsMapper is also working on expanding into the real estate industry and leveraging their technological expertise to support even more customers in the long term with new features launching in June.

To experience a demo of the service, please visit: https://www.goalsmapper.com/contact/.

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