| | | | | | | For many of us, the challenges of the last few years have changed how we view 'service' and what our preferred channels for the delivery of that service are. | | | Research supports this, showing that consumers of financial services products have gone increasingly digital in the COVID-19 era - with two-thirds of clients keen to keep interactions with their adviser entirely online1. | | | Making sense of the digital trend | | | To help you make the most of this growing trend, we have developed a new whitepaper, 'Embracing digital technology for better client engagement'. In the paper, we break down the impacts of the move to digital on the advice industry and outline some key principles to help you harness the benefits of digital solutions in your business. | | | | | Make a start with digital consent | | | Learn more about BT Panorama's digital consent functionality and how it could bring efficiencies to your practice. | | |
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| | | | | 1 KPMG 'Post-COVID-19: Insurance and wealth sector consumer trends' report, 2020. This report has been prepared by KPMG as at 8 July 2020 and not by BT. | | | This communication has been prepared by BT, a part of Westpac Banking Corporation ABN 33 007 457 141 AFSL & Australian Credit Licence 233714 (Westpac). The information provided is factual only and does not constitute financial product advice. It has been prepared without taking into account any personal objectives, financial situation or needs, and you should consider its appropriateness with regard to these factors before acting on it. | | | BT Portfolio Services Ltd ABN 73 095 055 208 AFSL 233715 (BTPS) is the operator of BT Panorama Investments. BT Funds Management Limited ABN 63 002 916 458 AFSL 233724 RSE Licensee L0001090 (BTFM) is the trustee of BT Panorama Super, which is part of Retirement Wrap ABN 39 827 542 991. Together, these products are referred to as the Panorama products. A Product Disclosure Statement or other disclosure document (PDS), and Target Market Determination (TMD), for the Panorama products can be obtained by contacting BT on 1300 881 716 or by visiting www.bt.com.au. You should obtain and consider the relevant PDS before deciding whether to acquire, continue to hold or dispose of interests in the Panorama products. BTPS and BTFM are subsidiaries of Westpac Banking Corporation (Westpac). Apart from any interest investors may have in Westpac term deposits or Westpac securities acquired through the Panorama products or underlying bank accounts held at Westpac through their Panorama Super cash account, an investment in, or acquired using, the Panorama products is not an investment in, deposit with or any other liability of Westpac or any other company in the Westpac Group. These investments are subject to investment risk, including possible delays in repayment of withdrawal proceeds and loss of income and principal invested. Westpac and its related entities do not stand behind or otherwise guarantee the capital value or investment performance of any investments in, or acquired through, the Panorama products. | | | © BT - Part of Westpac Banking Corporation 2022. |
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