Whitepaper: Embracing digital technology for better client engagement

PDF

The pandemic has emphasised the importance of advisers offering digital servicing to clients. Many financial planners have risen to the challenge and embraced digital tools.

Download the whitepaper: Embracing digital technology for better client engagement

Take the next steps

  • Explore BT Panorama
    Increase efficiency and client value with online consent, ESG scoring, our award winning mobile app and more.

Having an Approved Product List (APL) may be valuable in today’s rigorous regulatory environment. We take a look at some of the key benefits of having an APL for registered financial advisers.
Article
Magellan article: A reserve currency is widely held by governments and institutions among their foreign exchange reserves. A digital currency could be next.
Article
Margin loans are a type of investment loan and have similar risks and benefits as other gearing strategies, however they also have some unique features.
Technical resource