Setup SmartLink Profile

Profile Header

Your SmartLink AAI Package

Foundation
Professional
Elite

Full Name *

Enter the name you want prospects to see on your digital profile. Example: Alice Tan Wei Ming

Agency / Company Name *

Enter your agency or company branding name.

Primary Email Address *

This email will be used for onboarding updates and dashboard access.

Mobile Number *

Enter your active WhatsApp number with country code. Example: +60123456789

Languages Supported *

English (Included by default)
Bahasa Melayu
Mandarin

Select the languages you would like displayed on your profile.

Personal Brand & Expertise

Primary Title *

Separate with "|" for multiple title. For example: Senior Advisory Consultant | Wealth Protection Specialist

Professional Headline *

Short positioning statement shown below your name. Example: Helping Malaysian families build financial confidence.

About You (Short Bio) *

Share your professional background, experience, and advisory approach.

About You (Short Bio) *

Share your professional background, experience, and advisory approach. More detailed positioning.

About You (Short Bio) *

Share your professional background, experience, and advisory approach. Professional narrative recommended.

Professional Profile Photo

Drag & Drop Files, Choose Files to Upload

Upload a clear professional photo with clean background. Recommended: portrait format, business attire.
Make sure the file is either in jpg, png or jpeg format, maximum size is 10MB

Professional Narrative

Describe your deeper advisory philosophy, mission, and long-term client value approach. This helps position your authority beyond product selling.

Top 3 Professional Highlights (Achievements or Strengths)

Share major achievements, recognition, niche expertise, or advisor milestones. Example: - MDRT qualifier - 12 years serving SME clients - Specialist in family legacy planning

Trust & Credibility

Years of Experience *

Areas of Specialization *

Family Protection
Medical Planning
Retirement Planning
Business Protection
Savings & Wealth
Estate Planning
Investment-Linked Planning
SME Advisory
Other

Select the services you want prospects to identify you with.

Client Trust Statements (Optional)

Short statements that increase client confidence. Example: - Personalized planning approach - Confidential consultation - Long-term servicing support

Awards / Certifications / Licenses

Drag & Drop Files, Choose Files to Upload 您最多可以上传 3 个文件。

Upload professional certifications, awards, licenses, or recognition materials.
Make sure the file is either in jpg, png or jpeg format, maximum size for each upload is 10MB

Social Media Links

Select up to 5 social media platforms to display on your name card and provide the corresponding links below.

Select social media to be included in the namecard (Max 5)

Facebook
Instagram
LinkedIn
RedNote (小红书）
Tiktok
x (Tweeter)
YouTube
Others

Only provide links for the platforms you selected above.

Facebook Link

What is the link to access your facebook?

Instagram Link

What is the link to access your Instagram?

LinkedIn Link

What is the link to access your LinkedIn?

RedNote Link

What is the link to access your RedNote?

Tiktok Link

What is the link to access your Tiktok?

X Link

What is the link to access your X?

& / Referral

YouTube

What is the link to access your YouTube?

Contact & Lead Settings

Enhance Your Lead Tracking. These settings help you track enquiries and improve engagement.

WhatsApp Pre-Filled Message

This message automatically appears when prospects click your WhatsApp button. Example: Hi, I would like to know more about your financial planning services.

Referral Campaign QR Name

Name your campaign QR for tracking purposes. Example: 2026 Medical Campaign

Updating preview…

Please review your details carefully before submission.
Once submitted, we will prepare your name card and share a preview for your final approval before going live.