If you receive an email from us asking for your personal details contact hoax@btfinancialgroup.com | View online Enhancing client interactions Helping to drive client satisfaction and operational efficiency We've seen many advisers transform their business models in recent years to continue to meet the evolving needs of clients.1 This has accelerated recently, with many of Australia's workforce working remotely and many clients finding themselves spending more time at home due to COVID-19. It was an unforeseen situation but one that prompted businesses to quickly find new ways to operate. Technology has played a significant role in facilitating this. One of the keys to building an engaged client base - and streamlining your business operations - is finding the right tools for your business. For example, BT Panorama's mobile app, when combined with the BT Panorama desktop app, allows advisers to set up a digital consent request and ask their clients to review and provide consent via the mobile app. The client experience is enhanced by a streamlined process that can now take minutes rather than days. Disclaimer 1. The findings in the BT Financial Practice of the Future Report are based on 345 valid responses to the 2018 Investment Trends Planner Business Model Report. This quantitative survey was conducted in May 2018 and published in June 2018. This information is general information only. It has been prepared for the information of licensees and their financial advisers. This information provides an overview or summary only, and it should not be considered a comprehensive statement or recommendation on any matter, nor relied upon as such. It does not contain, and should not be taken to contain, any financial product advice. © BT - Part of Westpac Banking Corporation

This email was sent to newsletter@newslettercollector.com why did I get this?    unsubscribe from this list    update subscription preferences Money Management · Level 10, 4 Martin Place, Challis Place · Sydney, NSW 2000 · Australia