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    Practice management

    The digital opportunities that matter for financial advisers

    In this dedicated hub you’ll discover the hidden opportunities advice firms can leverage by fully embracing a digital approach. Get practical tips and insights on how to get the most from BT Panorama for your business. It's all about making things easier and more efficient for you.

    Our Experience. Your Advantage.

    Information for advice professionals only.

    Latest articles

    The loyalty loop: how a seamless mobile experience can keep your clients engaged

    The loyalty loop: how a seamless mobile experience can keep your clients engaged

    In a competitive market, keeping regular contact with clients is essential. While face-to-face meetings might not always be possible, a user-friendly mobile app bridges that gap.
    Article
    female colleagues at laptop

    How a great virtual assistant makes life easier for everyone

    In an age where digital transformation touches every corner of our lives, the rise of virtual assistants, especially chatbots, cannot be ignored. If you've previously been sceptical about their usefulness due to less-than-stellar experiences, you're not alone. But times have changed.
    Article

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      Increase efficiency and client value with online consent, our award winning mobile app and more.

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    Your guide to embracing digital tools in your practice

    Your guide to embracing digital tools in your practice

    Download our new playbook, ‘Five key digital tools for a profitable advice practice’ to understand how BT Panorama can assist you to enhance efficiency and client engagement with resources your business already has.

    Download your copy
    The mobile shift in client engagement is here to stay

    The mobile shift in client engagement is here to stay

    With BT Panorama's award-winning features, the BT Panorama mobile app is a powerful tool supporting advisers to keep their clients engaged. Take a look at the statistics behind the app’s engagement.

    Download this infographic
    Driving financial advice businesses into the digital era

    Driving financial advice businesses into the digital era

    With 2/3 of clients preferring online interactions with their adviser, it’s essential to offer a seamless and secure digital platform ecosystem. Digital consent is one of the features that is helping to drive financial advice businesses into the digital era.

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    Related articles

    20 Dec 2023

    Lessons from the UK: Using education and social media to engage

    In the United Kingdom, many advisers feel they have a social contract to financially educate a broader audience beyond their own client base. It is a more difficult proposition in Australia where advisers need to err on the side of not giving personal advice without a Statement of Advice. But in the UK, some advisers have been very pro-active in their roles as educators.
    BT 2023 UK Study Tour
    20 Dec 2023

    Lessons from the UK: Vertical integration isn't (necessarily) always bad

    The accepted wisdom in Australia is that vertical integration in financial planning is not a good idea. In the United Kingdom, it is quite prevalent. Vertical integration in financial planning refers to bringing processes, production and or execution of advice in-house. Advisers take greater control, and they are remunerated for it.
    BT 2023 UK Study Tour
    20 Dec 2023

    Lessons from the UK: Active engagement in workplaces

    Several practices in the UK have become innovative in the way they engage with other workplaces, whether or not they have a business arrangement with individuals in those companies.
    BT 2023 UK Study Tour