BT Financial Group has started one of the largest releases of tablets to bank financial planners – to deliver advice to clients anywhere and anytime.
The release marks a revolution in the way advice is experienced and delivered.
“We are committed to helping more Australians get advice and technology has an important role to play in achieving this,” BT Financial Group general manager bank financial planning, Mike Chesworth said.
“This is an exciting development in the industry and reflects how people are using tablet technology in their everyday lives.”
As part of the release to over 500 financial planners working in Westpac, St George, Bank of Melbourne and Bank of South Australia, the tablets use Microsoft 8.0 and the online ‘Your World’ tool, designed for better client conversations.
Released in a paper format last year and winner of the Australian International Design Award, ‘Your World’ helps financial advisers have better conversations with their clients by helping advisers uncover what’s important.
BT Financial Groups head of practice management, Advice Mr Wes Hall said the release of the tablets and the online version of ‘Your World’ are part of the many enhancements BT Financial Group continues to put in place to improve advice.
“Our dedicated adviser website, our moves to paperless office, and the release of a new application giving up-to-date technical information puts the customer at the centre of everything we do,” Mr Hall said.
Microsoft has produced a Youtube vide that demonstrates the versatility of the tablets and shows the ‘Your World’ tool in action. Click the link below to watch a short video.
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