As a leader in the platform space, we know from experience that every advice interaction matters.
We’re committed to making those interactions easier and better for every adviser and client and this continues to be our focus.
We’ve been listening to advisers so we can better understand exactly what they need from a platform. Based on what we’ve learnt, we’ve introduced a range of digital features to keep making advisers' lives, and the advice process, even easier.
Pension refresh made easy
After listening to your feedback, we are pleased to introduce a completely re-engineered pension refresh process. The new streamlined process is designed to be simpler for both you and your clients.
- For the majority of pension refresh requests, you will now only need to complete one form.
- There is no need for a client signature for most request types.
- BT will now manage the end-to-end process for you. We estimate you could save up to 30 minutes per request.
Hear from some of your peers who have experienced the new process
- Login to BT Panorama
- Visit the Help and Support section > Product and investments > Manage pension accounts.
Streamline the client experience by automating onboarding tasks
Set your clients up for success from the start by adopting our online onboarding process. It gives you the chance to introduce your client to the BT Panorama experience and it can have a powerful impact on profitability and resourcing. Once your client has registered their account online, they can access the information they need and manage their account with you, anytime, anywhere.
- Ensure documentation is uploaded and ready to go
- Clients can view their portfolio and transactions and provide consent
- Clients can download the app to their mobile for instant, on-the-go access
Time saved: 8-10 hours a week1
Save time with our simple digital online tracker. The Service Request Tracker is a game-changing feature that saves you hours on the phone, and helps you focus on building stronger client relationships instead of chasing information. Requests submitted online are instantly visible.
- See the status of selected requests at a glance, including any required actions
- Individual due dates based on a rolling seven-day average
- Updates every two hours so you can give your clients accurate information
24,000 online forms have been submitted by practices2
Take advantage of digital streamlining by ensuring your client’s documentation is shared with us instantly, instead of relying on email or the post. This lets us assign your requests to the right team faster, and share the reference number and estimated completion date. Your client will appreciate your efficiency and you’ll appreciate the time it frees up for your team.
- Reduce errors caused by email chains
- Faster and more reliable than email and post options
- View details on the Service Request Tracker instantly
Two-thirds of clients would like to keep adviser interactions online3
Secure, efficient and paperless, digital consent is a key efficiency driver for advice businesses. We’re able to help you obtain fast digital consent for a growing range of processes and transactions via BT Panorama, which speeds up your business and keeps your clients happy.
- Consent data fed into your connected XPlan software daily
- Consent can be requested by email or SMS
- Saves time, reduces risk and shows value for clients
Time saved: up to 2 business days4
Now you can add up to 5 linked bank accounts as part of your client onboarding, thanks to this improved functionality. It’s quick, secure and hassle-free.
- Link up to 5 bank accounts per account during onboarding
- Linked accounts can be verified by the adviser
- Takes the stress of linking accounts away from clients for a smoother process
It might seem like a tiny update, but it has a massive impact on productivity and simplification of processes for us and our clients. I want to take this opportunity to thank BT Panorama for listening.”
– Strategy First Financial Planning
Working smarter not harder: the power of digital workflows
The loyalty loop: how a seamless mobile experience can keep your clients engaged
Five key digital tools for a profitable advice 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 the BT Panorama app: 
