Register to access BT Panorama training courses delivered on our new interactive training portal.
Our courses are designed with you in mind. Our aim is to show you how to maximise the benefits you receive from BT Panorama’s great functionality in a way that is easy to follow. The short courses are made up of sequential modules that build upon each other. You can enrol in courses or simply search for topics that are relevant for you.
Here are some examples of the courses you will have access to:
• Navigation for Panorama
• Opening new accounts
• Transactions and Investments
• Panorama for Business
We hosted a number of BT Panorama training webinars to complement our new online training courses and provide you with the opportunity to learn more about how you can use BT Panorama's breadth of features and functionality.
Taken from our live ‘how-to’ webinars, these short videos cover some of the key day-to-day activities that you may have queries on, particularly for those who may be new to BT Panorama or had clients migrate from Wrap.
2/3 of clients would like to keep interactions with their adviser entirely online1. BT Panorama's digital consent workflow can help streamline the approval process for a range of actions.
1 KPMG ‘Post-COVID-19: Insurance and wealth sector consumer trends’ report, 2020