Your Satisfaction
Is My Priority
Hear from the people that I have served
Jairus Wong
Mr
Vice President
Merlin is an in-house fin-tech tool developed to aid IAM associates to help clients better understand how ambitious are the dreams they...
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Merlin
Clarence Ng
Mr
Associate
After using Merlin on my first couple of appointments, it turned out to be a big game changer because it gave my clients the confidence...
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Merlin
Desmond Wong
Mr
Asst Vice President
When Merlin was first launched, I had a lot of limiting beliefs about the app and whether it would gel together well with my appointments...
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Merlin
Lum Bin
Mr
Associate Partner
The entire process with my clients became so much easier because it created such an ease to talk about finances and the future - I didn't even...
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Merlin
Ching Lih Ting
Mr
Associate Partner
When I introduced Merlin to my clients, all of them felt it would be a great tool to show their overall finances. Because of the cashflow tab in Merlin...
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Merlin
Chua Wei Xuan
Mr
Snr. Vice President
It’s a blessing to have the highly sought-after software Merlin. I really loved the cash flow analysis, full portfolio review and the dreams tracker...
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Merlin
Joanne Lee
Mr
Asst. Vice President
I got really excited when Merlin first launched and immediately introduced some my clients and prospects to have session with me so...
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Merlin
Elden Seah
Mr
Associate Partner
I have been in the industry for more than a decade. With that, I have seen CRM systems and variety of systems that help boost our business...
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Merlin
Fadhilla
Ms
Associate
I'm an avid user of MERLIN as I strongly believe in work process that's easy to follow through from goals setting to prospecting, fact find, financial needs...
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Merlin
Thecla
Ms
Process Engineer
At first when I heard about Merlin, all I knew was that it can help to allow you to have a better visualisation of my current finances. Prior to trying Merlin...
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Merlin
Akiff
Mr
Associate
I am quite a freak when it comes to having a proper organized workflow and MERLIN provides that. Just from Merlin I can cover 3/4 of what I'm...
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Merlin
Rafaila
Ms
Associate
MERLIN helps in my business by organizing and structuring what needs to be done, it's an amazing tool that helps to keep track basically of...
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Merlin