SMSF clients and the importance of mobile It’s been over 10 years since the launch of the first smartphone. It has changed our daily habits, consumption
patterns and expectations. Many of us now manage our entire lives through mobile technology – fitness, diet,
entertainment, social interactions, travel, bookings and payments. We’re increasingly data hungry, with an always-on mindset and that’s no different for SMSF clients. Regardless
of their age, mobile is increasingly becoming an expectation of your clients. Embracing mobile technology in your
business allows you to meet these growing needs, enrich their customer experience and remain competitive.

opzioni binarie automaticche Expecting more from mobile
We all want more from our phones – more content, experiences, online purchases, data and communications.
We’re hyper-connected and require more data and connectivity to meet our growing expectations. We’re
choosing to transact via mobile more often as it’s faster, easier and cheaper; everything is more accessible and
gratification is instantaneous. For millennials, this is even more critical. Whilst your clients may not consist of many 18-24 year olds today, over
time this group will represent a growing segment of your customer base. They are increasingly engaged in
financial services and want to embed wealth and finance in their lifestyle.

Mobile wealth management
Australian mobile consumers are frequently transacting, trading and managing their wealth through their
smartphones. At BT Financial Group, we’ve seen rapid growth in mobile logins with 78.6% of all investor logins
for BT Panorama occurring through the mobile app 1 . Investors are logging in to transact, view or manage their
wealth on average four times per week 1 . This highlights the traction mobile is gaining and the increasing
importance investors will place on the mobile experience in managing their wealth in the near future. Accessibility and engagement
In the SMSF space, mobile can provide trustees with 24/7 access to their portfolio and SMSF information. Your
clients can use their smartphone or tablet to quickly and easily track the performance of their SMSF, wherever
and whenever they want. Having up to date information available at the touch of a button allows them to stay in
control of their wealth. Technology, particularly mobile, also provides a mechanism for boosting financial literacy
and overall engagement in their financial affairs and wealth creation.

As their trusted adviser, it’s important to understand the role mobile can play in boosting engagement with your
client base. With mobile, the conversation you have with your client can now continue once they step out of your
office. This visibility allows you to remain an integral part of their lives and provide new value, which may come in
the form of new services, simplified processes, or new technology to evolve their experience. Conclusion
Digital experiences and mobile apps not only provide new value to your clients but also helps to ensure that your
business is accessible to them at all times. With so much choice it’s critical to be present on your clients’ mobile
devices and engaging with them to maintain a strong connection. Mobile engagement will not only help you to
retain your client base but may also benefit your bottom line and provide you with a strong competitive

forex bank priser BT Panorama is a new wealth experience. To learn how BT Panorama can help manage your clients’ investment needs, speak to BT or visit to find out
forex ystad öppettider more.

1 Investor logins to the BT Panorama mobile app as at July 2017

Information current as at 29 September 2017. This information does not take into account your personal objectives, financial situation or needs
and so you should consider its appropriateness, having regard to your personal objectives, financial situation and needs having regard to these
factors before acting on it. This information provides an overview or summary only and it should not be considered a comprehensive statement on
any matter or relied upon as such.
BT Portfolio Services Ltd ABN 73 095 055 208 AFSL 233715 (BTPS) is the operator of BT Panorama, BT Funds Management Limited
ABN 63 002 916 458 AFSL 233724 (BTFM) is the issuer of BT Cash, and Westpac Financial Services Ltd ABN 20 000 241 127
AFSL 233716 (WFSL) is the issuer of BT Managed Portfolios (together, the Panorama Products). An Investor Guide is available for BT Panorama
and a PDS is available for BT Cash and BT Managed Portfolios and can be obtained by calling 1300 784 207 or visiting
You should obtain and consider the relevant disclosure documents before deciding whether to acquire, continue to hold or dispose of interests in the
Panorama Products. In addition, BTPS is also the provider of the SMSF Establishment Service and the SMSF Administration Service. A Guide and
Terms and Conditions is available for each of these services by contacting BTPS.
BTPS, BTFM and WFSL are subsidiaries of Westpac Banking Corporation ABN 33 007 457 141 (Westpac). Apart from any interest investors may have
in Westpac term deposits or Westpac securities acquired through the Panorama Products, an investment in, or acquired using the Panorama Products is not
an investment in, deposit with or any other liability of Westpac or any other company in the Westpac Group. These investments are subject to investment risk,
including possible delays in repayment of withdrawal proceeds and loss of income and principal invested. Westpac and its related entities do not
stand behind or otherwise guarantee the capital value or investment performance of any investments in, or acquired through, the Panorama Products.
This Information may contain material provided directly by third parties and is given in good faith and has been derived from sources believed to
be accurate at its issue date. It should not be considered a comprehensive statement on any matter nor relied upon as such. While such material
is published with necessary permission, no company in the Westpac Group accepts responsibility for the accuracy or completeness of, or
endorses any such material. Except where contrary to law, we intend by this notice to exclude liability for this material.
© BT Financial Group – A Division of Westpac Banking Corporation.

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