Information for advice professionals only.
In this session, you’ll learn about the newest features our platform has to offer to enhance your experience and help make your processes more efficient.
What we'll cover:
- Upgrades to bulk reporting
Learn about the upgrades we’ve made to our bulk reporting capability, enabling you to generate more reports for more clients.
- New forms on the service tracker
We’ve expanded our service upload feature to include a wider range of forms, providing you with greater visibility and security.
- Mobile app enhancements
Explore the latest enhancements to our award-winning mobile app, empowering you and your clients to stay productive on the go.
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Explore BT Panorama
Increase efficiency and client value with online consent, our award winning mobile app and more.
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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.