GoalsMapper, Singapore’s leading FinTech company, has expanded its services and footprint into Indonesia’s market to secure a stronghold in the Southeast Asia region. With an insurance penetration rate of 3.23%, Indonesia is a hotbed for GoalsMapper’s clients and consultants-driven financial services. Beyond financial planning, the company has now expanded its services to include customer relations management tools to humanise the consultancy experience.
With COVID-19, various work fields had to pivot to the digital space, including the financial consultancy sector. GoalsMapper has now made its mark as a fully cloud-based tool to enhance the client’s journey for financial consultants in the region.
Founded in 2018, GoalsMapper emerged as the winner of the Global FinTech Award in the 2021 Singapore FinTech Festival (SFF) for its user-friendly, all-in-one digital solution that acts as a knowledge bridge between consultants and clients.
“The what-ifs in life can trip us overnight, and it remains one of the biggest question marks when it comes to financial planning. With the mission to redefine financial planning and empower everyone to make better financial decisions, GoalsMapper looks forward to supporting the over 600,000 life insurance agents in Indonesia. Together, we will be able to narrow the protection gap in the country through GoalsMapper’s suite of digital solutions to enable holistic financial planning.” says Dato’ Wayne Chen, Co-Founder of GoalsMapper.
Building Towards Greater Financial Literacy in Indonesia
Indonesia has seen a growth of their middle class, and the emergence of COVID-19 has brought about an increase in demand for insurance services. However, with a financial literacy rate of 15.8%, there is a knowledge gap that needs to be addressed. GoalsMapper facilitates this process as they bridge the gap between consultants and clients. With the current advancement of technology in Indonesia, the adoption of digital tools to aid financial planning will expedite the process effortlessly. The same successful functions seen in its expansion in Malaysia, Philippines and Thailand, will be mirrored in the Indonesian market.
GoalsMapper brings a full suite of planning and client management tools, which will shorten the usual consultation frequency of 4 appointments to an average of 1-2 appointments for consultants. The software leverages quick data analysis, mapping out possible life scenarios into graphs for easy visualisation at the click of a button to improve the quality of discussions between consultants and clients.
Presently, the abundance of information readily available on the web and the change in generational mindset has perpetuated a change in consumer habits, where users are now actively seeking clear and seamless digital experiences. Adapting to this, GoalsMapper offers features for financial consultants to build their personal branding offline and online using GM Brand, coupled with GM Connect, which specialises in customer relations management through automation of workflow and templated communication forms from consultants to their clients.
GoalsMapper is also availing a new feature called GM Agency, for agency leaders to have an overview of their financial consultants’ workflow, and identify gaps and solutions to improve their team’s performance. This feature is a lead up to GM Enterprise, where financial institutions can streamline their marketing, sales and compliance processes.
GoalsMapper’s constant innovations of features are tailored to ensure a more holistic experience for users and to make financial planning effortless. The company will also be working towards integrating a mortgage financing system into their existing features, and will be announced in the coming months.
To experience a demo of the service, please visit: https://www.goalsmapper.com/contact/
GoalsMapper 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/
* Money Playschool is an initiative of GoalsMapper