We’re proud of our BT people. Meet Jess, who’s just celebrated her 20-year anniversary with BT.

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Meet Jess Mather, Senior Process Optimisation Manager

Jess Mather is our Senior Process Optimisation Manager. She’s on a constant ‘journey to improve’. As someone who’s been both a bank manager and an adviser, she is well-placed to gain a deep understanding of how she can make things better: “It’s all about the service,” she believes.

For Jess, an ‘outside-in’ approach is key. She looks at the adviser experience from their perspective – always asking how things could be done better and approaching every challenge with a growth mindset. 

You never have to go far at BT to find somebody that’s 100 per cent like-minded, with the adviser at the front of every decision.

Investment Trends Best Mobile Platform and Best Client Portal in 2022, for the fifth year running.*

Digital workflows for onboarding, approvals, transactions, reporting, ROAs and more.

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Your experience on the platform is backed by exceptional support from our customer service team.


“As an organisation, we really do care about the customer… we are focused on doing the right thing for them.”


“BT wants employees to be good at their jobs and to provide great service to our advisers and their clients.”


“We’re tested, we’re tried… our history is pretty unique.”


“The best part of my role is bringing the BT brand story of expertise and service out to the adviser market through advertising, sponsorships and exciting events to create engagement.”


“Our goal is to make it as easy as possible for our customers to manage their investments and advisers to manage their business.”

 

“I’m always looking at the right outcome – should we do this, could we do this.”

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Additional Information

*BT Panorama was named 'Best Mobile Platform' and 'Best Client Portal' in the 2022, 2021, 2020, 2019 and 2018 Investment Trends Platform Competitive Analysis and Benchmarking Report.

Awards are opinions only and are not recommendations and are only one factor to be taken into account when deciding to acquire, dispose or hold interests in BT Panorama. Awards are current at the time of publication but are subject to change.

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