GoalsMapper
GoalsMapper is an insurtech firm based in Singapore that focuses on providing financial advisors with a digital platform that enables them to provide clients an accurate snapshot of their financial well-being,
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Why this SG-based fintech firm is ending the pen-and-paper era of financial advisors
Why this SG-based fintech firm is ending the pen-and-paper era of financial advisors
GoalsMapper used its cloud-based platform to help financial advisors support 80,000 clients.
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1. DBS partners with Austrade to help Australian companies expand into SEA 2. BTN pitches Indonesia’s subsidized mortgage scheme as a sustainable finance model 3. Citi Singapore almost triples wealth transactions after digital revamp 4. ASIC issues warning to influencers promoting high-risk financial products 5. Hong Kong, China launch Payment Connect for faster cross-border paymentsResource Center
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He advises that fintechs must align tech investments with business goals and evolving customer expectations.
