GoalsMapper Pte Ltd - InsurTec

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InsurTech Innovation Award - APAC
2022

2. About GoalsMapper
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Winner of the Global FinTech Award presented by the Monetary Authority of
Singapore and the Singapore FinTech Association at the Singapore FinTech
Festival 2021, GoalsMapper is a 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 to
support financial consultants 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 to
adapt to the needs of its users (i.e. financial consultants).
Our system operates based on a stringent set of security processes and
governance procedures. We are accredited with the ISO/IEC 27001:2013
certification for our Information Security Management System (ISMS) and has
also conformed to the latest MAS-TRM* Guidelines, as audited by an
independent auditor.
*The Monetary Authority of Singapore - Technology Risk Management (MAS-TRM) Guidelines set out technology risk management
principles and best practices for the financial sector, to guide financial institutions in establishing sound and robust technology
risk governance and oversight, as well as maintaining IT and cyber resilience.

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Our Impact
Our mission is to empower everyone to make better
financial decisions.
GoalsMapper has supported close to 80,000 lives across
South-East Asia in Indonesia, Malaysia, Philippines, Singapore
(HQ) and Thailand.
GoalsMapper is the go-to planning platform for financial
consultants and institutions to offer clients more accurate
insights and recommendations for better financial planning.
In March 2022, GoalsMapper
Thailand participated in the AIA x
RISE Accelerator challenge and
was one of the 6 finalists selected
out of over 200 startups from around the globe that participated.
We are excited on this next journey to collaborate and create our
best innovations to improve the industry through AIA x RISE
Accelerator, and potentially impacting 50,000 agents of AIA
Thailand.

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Current Problem
Too many start-ups and innovations are
ad-hoc and only target a single
component of the whole value chain.
RESULT: Instead of simplicity, it ends up
being more complex and confusing for
financial consultants and institutions.

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With GoalsMapper
Work with a single partner and platform for
simplicity for both both financial consultants
and institutions.
GoalsMapper’s ecosystem of digital solutions
enables a better experience of the whole
customer financial journey of pre-sales, sales,
and post-sales through their different life
stages.

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Our Solutions
End-to-End Digital
Customer Engagement
Localised in
Asian Countries
Adopts the tax and provident
fund structure, inflation, and
income growth rates relevant
to each country to guarantee
transparency and relevance.
Multi Language
Translated and localised
for each market. This is
particularly effective in
countries with low financial
literacy, as it makes the
platform accessible to all.
Suite of digital tools that
offers end-to-end digital
delivery from lead generation
to comprehensive online
financial planning to financial
advisory engagement.
GoalsMapper is developed with the advice and feedback of more than 30 top veterans in the industry,
and built with the core principles of personalisation, convenience and relevance.

7. Our Solutions
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GoalsMapper’s ecosystem of digital solutions include:
Conduct comprehensive financial planning,
include all goals and scenarios and stress
test clients’ portfolios before providing
recommendations.
Build personal branding with customised
websites, GM Planner interface and
financial reports.
Customer Relationship Management to create
sales funnel, segment clients according to
financial data, create automatic workflows
to connect with clients.
Lead
Generation
Plan
Engage
Scale

8. Continuous Digital Innovation
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From our recent survey, 90% of financial consultants gift their clients
on a yearly basis, either for a festive occasion or on their birthdays.
They spend on an average, $50 to $80 per client or about $500 to $1,000
for each occasion and shared that it was a hassle to coordinate
especially if they have a large client database .
Being the first of its kind in Singapore, GM Rewards is a digital gifting
platform within GoalsMapper that makes the gifting journey for
financial consultants easier and more convenient.
Integrated within the GoalsMapper platform, financial consultants are
able to filter addressees directly from their client database based on
demographics, prefill postage information and include a personalised
or templated message with every gift, thus saving them precious time.
Screenshot of GM Rewards website.
New features launching in the next few months:

9. Continuous Digital Innovation (con’t)
GMAgency
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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.
Similar to financial consultants, real estate agents require a platform to help in
planning for their property buyers. GoalsMapper found an opportunity to expand,
creating a ‘lite’ version specifically for the real estate industry, further commiting
to our mission to empower everyone to make better financial decisions.
With the development of GM Property Lite, GoalsMapper developed an additional
mortgage financing feature, GM Mortgage, integrated within our suite of digital
solutions to create more value for their clients. We also have a team of Mortgage
Specialists who support our users in mortgage financing applications.
New features launching in the next few months:

10. Our Users’ Feedback and Testimonials
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“With GoalsMapper’s multiple goals & scenarios
planning feature, I am able to show my clients how to
make prudent decisions and highlight any blind spots.”
Etak Chen
Private Wealth Consultant
TOT
"GoalsMapper has revolutionised the way
financial planning is done. A must-have tool
for all serious financial planning practitioners!"
Wilfred Ling, CFA
Chartered Financial Consultant
“I believe that a Financial Adviser who adopts
technology in his practice will be able to grow
to the next level together with his clients.”
Gregory Fok, CFP®
Financial Services Director
COT 2022
"With GoalsMapper, my clients can visualise
the need for adequate insurance coverage
in parallel with their financial goals."
Joyce Chan, AFC®
Associate Financial Services Manager
MDRT 2019-2020, 2022, COT 2021
70% of our users’
clients invest more when
using GoalsMapper
90% can
better handle
clients’ concerns
2.56x
increase in
productivity
Save
30 mins
in each appointment

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Our Users
FINANCIAL
CONSULTANTS
CORPORATE
CLIENTS

12. Industry Events and Partnership
Our GoalsMapper team works with financial associations and educational institutes to
educate the public on financial literacy using our financial planning platform.
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Collaboration with FPAS
Partnered with FPAS and their CFP
members (i.e. financial consultant) to
collaborate with People’s Association
(PA), Institute of Higher Learnings
(IHLs) and Singapore Fintech
Association (SFA), to educate more
than 200 general public in
personal financial planning by
providing GoalsMapper platform for
public to seek help for financial
health check.
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World Financial Planning Day (WFPD)
GoalsMapper shared how financial
consultants can leverage GoalsMapper
to illustrate their client’s financials and
stress test their portfolio when
planning for their retirement.
GoalsMapper supported the Financial
Planning Standards Board Ltd. (FPSB) to
advocate the importance of financial
literacy by providing a complementary
GoalsMapper financial report to
more than 100 consumers.
Yearly learning events across the region
Impacted more than 2,500 attendees
from Indonesia, Malaysia, Philippines,
Singapore and Thailand.
The aim of GoalsMapper’s learning events
is to develop knowledge sharing and
help financial consultants elevate their
skill sets.
Through our survey, 98% of the attendees
said that they were able to apply what
they learnt from the event in their daily
practice.

13. Dato’ Wayne Chen
CEO, Co Founder
+65 9636 3236
wayne.chen@goalsmapper.com
2 Kallang Avenue, CT Hub @ Kallang, #08-05,
Singapore 339407
Thank you