| Helping to drive client satisfaction and operational efficiency |
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| We've seen many advisers transform their business models in recent years to continue to meet the evolving needs of clients.1 |
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| 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. |
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| 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. |
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| 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. |
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| The client experience is enhanced by a streamlined process that can now take minutes rather than days. |
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