Information for advice professionals only.
Our first webinar has a special focus for our Asgard advisers, as we discuss 'Why BT Panorama should be considered in 2024'.
Key topics:
- Transitioning to BT Panorama: Get ready for a deep dive into the detail where we’ll shed light on how you can smoothly transition from Asgard to the BT Panorama platform. We’ll share key insights and crucial points to consider when moving your clients between platforms. This isn’t just an upgrade, it’s a strategic move that should be a consideration as part of your annual financial review for Asgard clients.
- Innovation galore: We reasserted our commitment to innovation throughout the second half of last year. We’re excited to share the latest improvements to our platform, shaped by invaluable feedback from our advisers. Discover new processes that elevate your user experience and improve efficiency.
- Platinum service model: We’ll be unveiling our new platinum service model.
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The views expressed in this webinars are those of the presenters alone unless otherwise quoted, and do not reflect the views or policy of any company in the Westpac Group. The webinar is for adviser use only. They must not be made available to any retail client and any information in them must not be communicated to any retail client or attributed to any entity in the Westpac Group. The information in these webinars is provided solely as general information. The webinar recordings are being shared with the prior written consent of our industry partners.