P10 is Malaysia's first and most advanced Financial Learning, Training, and Advisory Portal spanning across the Banking, Financial Services, and Insurance (BFSI) industry. P10 is recognised as an Advanced Financial Navigation Application by Malaysian Financial Planning Council (MFPC).
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Market Segments: Banking, Financial Services and Insurance (BFSI). Application: P10 is a FinTech and Insurtech Solutions provider.
Wealth advisors of tomorrow can run their daily sales activities using the Financial Advisory Sales Tool. This redefined sales process can gear up customer experience and power up customer journeys. After today, with just 3-4 data points, wealth advisors can engage every customer easily, lead and close a deal
Banking, Financial Services and Insurance (BFSI) players can track, monitor and manage their business activity and productivity levels in Real-Time through S.P.M.S. Business leaders can make data-driven decisions to ensure the right resources are going to the right person for the right result.
Finkipedia library will enhance the learning, training and advisory process. Wealth advisors can apply various popular closing tips by using various proven Mindset, Skillset and Toolset methods effectively. The result is phenomenal thanks to its rich content of revealing various creative winning sales ideas and powerful selling concepts.
Trainers who are TOT, COT, Lifetime MDRT, MDRT, RFP, CFP, FTTT and TTT certified as the sought after MDRT Team in the heart of the industry. The team is highly recognised for delivering its outstanding training services to financial practitioner, business unit, financial institution, higher learning institution, GLC and association in the industry.
High performance ex-practitioners & leaders with over 20 years of advisory sales experience to transfer the Know-how, Experience & Best Practices to wealth advisors discovering the top secrets of continuous & consistent closing. The new business model must strive at delivering high value service & best-fit solutions for customers
P10 is recognised as an Advanced Financial Navigation Application by Malaysian Financial Planning Council. P10 follows very stringent financial planning, accounting, unit trusts (CUTE), FPAM and MFPC standards. This recognition signifies the twin pillars of professionalism in continuous professional education and practice excellence. Our training programmers for the BFSI industry are CPD/MTA/CPE accreditated and approved.