SapientNitro Launches Ratings Site For BT Financial Group

SapientNitro Launches Ratings Site For BT Financial Group
SHARE
THIS



Marketing consultant company SapientNitro has launched BT Financial Group’s adviser ratings site, Adviser View: a new online public adviser register that shows client satisfaction ratings and advisers’ qualifications.

This site helps BT lead the way in a new era of financial advice by providing consumers new ways of accessing information about financial advisers.

BTFG’s focus on the professionalism of its planners put it in a good position to be a leader in making financial advice more transparent to consumers. They enlisted SapientNitro to help them create a breakthrough solution to reveal more about their organization, their commitment to customers, and the listed advisers in a bid to be even more transparent and accountable. Using a mobile first methodology the agency developed a responsive crowd sourced ratings site on financial advisors. Customers accessed the site on mobile, tablets and the web to provide their feedback and verbatims on their adviser experience.

BT_Adviser_View

Marcos Kurowski, SapientNitro managing director Australia explains, “The Australian financial services industry is in a state of flux and consumers are looking for more reasons to trust advice and to seek out a financial adviser. Despite a high level of professionalism in the industry, high levels of regulatory change and consumer scrutiny have turned the spotlight on the ability of the industry to be relevant to more Australians.

“But the truth is, consumers need financial advice more now than ever. With dramatic demographic change taking place in the next decade, more Australians have to consider the issue of longevity and facing the possibility of outliving their finances.”

Mark Murray, chief marketing officer, BT Financial Group said, “Customers are looking for help when it comes to finding a financial adviser and this is what Adviser View does. It is a tool our customers can use to help them find a qualified, experienced financial planner. Customers can search by location or by a planner’s name and they will find a planner that meets the high ethical and professional standards of the BT Financial Group Advice network. It is simple, but this really means something to our customers and it means a lot to us.

“It is the game changer in our industry that puts customer needs first and empowers them to take control of the financial advice experience. To help customers find a financial planner they can trust and who will help them manage their finances both now and into the future, means our customers will have a brighter future and we can move closer to delivering our goal of more advice to more Australians.”

Kurowski added, “With the Advisor View site we created for BT Financial Group, they’re now first to market with a crowd sourced ratings solution – think TripAdvisor but for financial advice. The site aims to set a new benchmark for the financial advice industry by making financial advice client-driven. It gives all Australians the power to search, share and compare financial advisers in a major initiative by BT that focuses on improving the client experience, adviser professionalism and creates unprecedented transparency when choosing a financial advisor.”

The site is especially suited to anyone searching for a financial advisor, who may be sceptical about the quality of advice they have previously received.

The online advice register’s success will be measured by the number of ratings given by users, the unique visitors to, and leads generated from the site. SapientNitro has been working with BTFG for two years and began their relationship by redesigning the BT.com.au site.

Adviser View, accessible via www.btadviserview.com.au includes:

  • Advisers’ education, qualifications, specialities and current license. All qualifications are verified by independent verification agency, First Advantage
  • The ability for clients to rate their advice experience based on four questions. Responses will be shown on the register as a one-to-five star rating against each question for each adviser
  • Functionality to search for advisers by name, postcode and speciality
  • Free-text section for clients to provide qualitative feedback about their adviser.

Adviser View will link to the ASIC register once it is operational.

Aligned advisers in the Securitor, BT Select and BT Licensee dealer groups (who are not directly employed by the Westpac Group) will also reflect BT’s new ‘Advice Commitment’ (which details the service and standards clients should expect from their advisers) in time:

  • Aligned advisers will be on Adviser View within weeks
  • Aligned advisers will require the proposed minimum qualification (Advanced Diploma of Financial Planning, or the equivalent) by the end of 2016
  • Aligned advisers will be required to hold either a Certified Financial Planner (CFP), Fellow Charted Financial Practitioner (FChFP) or Masters of Financial Planning (MoFP) by 2019.

Please login with linkedin to comment

Adshel Bank of America crash the super bowl

Latest News

Verizon Media Academy Ends For 2021 With Youth Charity Pitch-Off
  • Advertising
  • Media

Verizon Media Academy Ends For 2021 With Youth Charity Pitch-Off

Verizon Media’s talent program has come to an end for the third year, closing with a hybrid pitch-off event for Musicians Making A Difference (MMAD). The Verizon Media Academy class of 2021, made up of 44 emerging leaders from across Australia and New Zealand media, advertising and marketing industry, were given just one hour to […]

Industry’s Gamers Unite For UnLtd’s Virtual Rocket League Comp
  • Advertising
  • Marketing
  • Media

Industry’s Gamers Unite For UnLtd’s Virtual Rocket League Comp

Social purpose organisation UnLtd’s Big Games competition has raised a combined $85,000 for children and young people at risk. Running over five weeks, the competition involved 32 teams from across the advertising, marketing and media industries battling it out virtually for a chance to qualify for the Rocket League final. The tournament culminated in a […]

Sam Worthington And Phoebe Tonkin To Star In New Stan Original Film ‘Transfusion’
  • Media

Sam Worthington And Phoebe Tonkin To Star In New Stan Original Film ‘Transfusion’

Stan has announced that the Stan Original Film Transfusion commenced filming in Sydney earlier this week and will premiere on Stan in 2022. Transfusion is a taut, muscular thriller starring Sam Worthington (Avatar) as Ryan Logan, a former Special Forces operative, who is battling to cope with life after the loss of his wife and is thrust […]

COVID-19 Saw Stock Imagery Return To Harmful Gender Stereotypes
  • Advertising
  • Marketing

COVID-19 Saw Stock Imagery Return To Harmful Gender Stereotypes

According to a decade of data collected by iStock, Australian brands turned to imagery depicting outdated gender stereotypes during the pandemic. Tracking the keyword ‘women’, iStock by Getty Images found that in 2020, ANZ brands and businesses reverted to gender stereotypes. Images of mothers home-schooling were used at almost twice the rate of images of […]

by B&T Magazine

B&T Magazine
Maddison Connaughton Ends Time As Editor Of The Saturday Paper
  • Media

Maddison Connaughton Ends Time As Editor Of The Saturday Paper

Schwartz Media is congratulating Maddison Connaughton on her three years as editor of The Saturday Paper. Connaughton has decided to finish up her editorship this month. “It’s been an honour to edit the paper,” Connaughton said. “The Saturday Paper is one of the brightest voices in Australian media and I have been happy to see […]

Teenage boy wearing headphones works at desk in his bedroom
  • Media

New Research Names Olivia Rodrigo And BTS The Most Popular Study Music

Research from EdBbirdie using Spotify data has identified the most popular songs to study to. After analysing thousands of studying and homework playlists on Spotify, American singer Olivia Rodrigo’s ‘drivers license’ came out as top song to study to. It featured on 48 study playlists, while other top songs included ‘Ophelia’ by The Lumineers, ‘Falling’ […]

Happy woman drinking tea and waving to someone while having video call over desktop PC in the evening at home.
  • Marketing
  • Opinion

Building A Successful Remote Marketing Team

Dayna Stewart is the Business Director – Digital Marketing, Media & Creative Services at The Nudge Group. Here, she discusses the challenges that come with building a successful marketing team when working remotely. Before COVID-19 changed the way businesses work, most marketing teams spent their days together in a meeting room collaborating on the next […]

Opinion

by B&T Magazine

B&T Magazine
Australia’s The Kid LAROI Joins Billie Eilish, Dua Lipa, Olivia Rodrigo And More In iHeartRadio Festival Line-Up
  • Media

Australia’s The Kid LAROI Joins Billie Eilish, Dua Lipa, Olivia Rodrigo And More In iHeartRadio Festival Line-Up

The line-up for the 2021 iHeartRadio Music Festival has been announced as the legendary event returns live in Las Vegas in September. This year, the epic two-day lineup for the iHeartRadio Music Festival main stage will feature performances by Billie Eilish, Cheap Trick, Coldplay, Dua Lipa, Florida Georgia Line, Journey, Khalid, Lil Baby, Maroon 5, Nelly, […]

Shop! ANZ Calls On Industry To Participate In ANZ Shopper And Retail Marketing Industry Survey
  • Marketing

Shop! ANZ Calls On Industry To Participate In ANZ Shopper And Retail Marketing Industry Survey

Shop! ANZ is calling on shopper and retail marketing professionals from all retail related disciplines to participate in the first ANZ Shopper and Retail Marketing Industry Survey in four years. This important research provides a guide of where the retail marketing industry in Australia and New Zealand has come from and what is anticipated to […]