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    Enhancing client interactions and business efficiency

    Rapidly changing technology has prompted a shift in the expectations that clients have of their financial adviser. Calls for greater transparency and involvement1 have been responded to successfully by advice practices pursuing new ways to connect with clients, including embracing digital methods of engagement2.

    Digital engagement is a Panorama feature and one that is well demonstrated with our digital consent and digital ROA functionality. 

    Streamlining client consent on BT Panorama

    Gaining client consent can be a slow process that traditionally requires administrative effort from both adviser and client. Additionally, in some circumstances, supporting advice documentation such as an ROA needs to be incorporated into the consent request.

    The solution – BT Panorama’s digital consent workflow

    Panorama can help with our innovative digital consent capability which supports both the digital provision of support documents as well as the ability for clients to quickly and easily provide their consent via digital channels.  

    It’s more than just a digital signature…it’s a digital consent workflow that assists in seeking, receiving and then executing client instructions. 

    Clients can provide consent for a range of actions including:

    • Setting up nominated bank accounts, BPAY, or ‘Pay anyone’ accounts
    • Investment transactions
    • Corporate actions

    Managing your business in difficult times

    In their pursuit of new ways to engage clients, many advisers have transformed their business by embracing digital methods of engagement. Find out more, including how partnering with BT Panorama can help.

    Key benefits

    Efficiency

    • Save time - by minimising client follow-up (e.g. when overseas or on holidays) and reducing paperwork and double handling

    • Reduce risk – including errors and timing risks impacting portfolio rebalancing

    • Service more clients - by reducing unnecessary face-to-face me

    Engagement

    • Transparency – the client can feel more involved through better visibility of the process

    • Evidencing value – it’s easier for clients to see the value you're adding, helping build a stronger adviser/client relationship

    The digital consent workflow

    • Create and save your consent request
       

    • Prepare supporting documentation online

      • Create your own digital Record of Advice (RoA) using your RoA Licensee template or our default template
      • Attach to your request, along with any other supporting documents
         

    • Request consent by email, SMS or both

      • Choose how to contact your client
      • Set an expiry date
      • Schedule an automatic reminder email
         

    • Client receives request and responds online

      • Your client logs onto BT Panorama using their desktop or the award-winning3 BT Panorama mobile app which gives them access anytime, anywhere  
      • Views the ‘Consent requests’ page which displays any pending requests
      • Reviews the consent request details which may include an RoA and other supporting documents
      • Authorises online
         

    • Response received digitally and transaction executed automatically

      • You receive notification that your client has responded
      • In the case of, say, an investment order, you have the choice of either automatic or manual submission
         

    • Upload of consent/advice documents

      • RoA documents and other advice documents are automatically uploaded to your client’s document library on Panorama
      • If you use Iress Xplan, and you’ve set up auto data feeds from BT Panorama, the daily data feed also includes digital consent information e.g. date, time, who provided consent as well as the RoA and other associated documents
         

    We’re here to help

    Partnering with BT Panorama has the potential to provide advisers with additional operational and business capability to help you manage and grow your business. Find out more about using BT Panorama.

    Speak to a BDM

    Find out more about digital engagement using BT Panorama’s smart technology.

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    Learn more about BT Panorama

    Learn about other features of BT Panorama that can improve client experience and drive practice efficiencies.

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    1. BT Academy article – Advice in a world of increasing client expectations and involvement - October 2019
    2. 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.
    3. BT Panorama won ‘Best Mobile Platform’ in the Investment Trends 2019 and 2018 Platform and Competitive Analysis and Benchmarking Report and won ‘Planner Satisfaction with Mobile Access & App’ in the Investment Trends 2020, 2019 and 2018 Planner Technology Report.

    This information is for use by advisers only. It is not to be copied, used, reproduced or otherwise distributed, circulated or communicated to any retail client or any other party. The information provided is general in nature and does not take into account any client’s personal circumstances, objectives, financial situation or needs, and its appropriateness should be considered before it is acted upon. Independent professional financial and tax advice should be sought and considered by any client before making any financial decisions in relation to the matters discussed hereto.

    While all reasonable care has been taken in preparing this information, to the maximum extent permitted by law, no member of the Westpac Group, its affiliates and related bodies corporate, and their respective officers, directors, employees, professional advisers and agents, accept any responsibility or liability in relation to the accuracy or completeness of the information in this document, or any loss arising from its use. No representation or warranty is given as to the accuracy © BT - Part of Westpac Banking Corporation.

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