BT’s virtual assistant Blue: our chatbot responds to common queries and helps you navigate BT Panorama 24/7.
Click-to-chat: Chat with a BT customer service representative from your computer to get real time answers to your questions.
Online navigation assistance: An interactive tool integrated into BT Panorama to help you navigate step-by-step through key tasks such as how to initiate an asset transfer, or how to amend ongoing advice fees.
To view instructions on how to use the above functions, register for our BT Academy training hub and go to the ‘Navigation on Panorama’ course.
Session 1 - Tuesday 22 June
This session covers:
Session 2 - Wednesday 23 June
This session will cover the Client Investment Functionality:
Session 3 - Thursday 24 June
This session will cover the transfers within Super:
Register to access BT Panorama courses, delivered on our new interactive training portal and designed to show you how to maximise the benefits delivered by BT Panorama’s functionality.
Here are some examples of the courses you will have access to:
• Navigation for BT Panorama
• Opening new accounts
• Transactions and investments
• Panorama for business
View one of our pre-recorded BT Panorama 'How to' webinars, available on a range of topics. Just click on the name of the session below to view the video.
- Navigation for BT Panorama
- Opening new accounts
- Transactions and investments
- Monitoring and reporting
- Super and pension
- Digital consent with integrated ROA
- BT Panorama's SMSF solution
- Adviser portfolios
- Changes to advice fees on BT Panorama
- Listed security holding options
- Cash Investment Strategy