BT Financial Group Australia, a division of Westpac Group, wanted to differentiate its wealth management planning services. Together with Microsoft Consulting Services, BT developed an interactive, touch-based, digital version of their paper-based Your
World client discovery and planning tool for Windows 8. Consultants are using the new app on Lenovo Think Pad Helix Ultrabooks. The results include increased competitive advantage, improved customer engagement, increased sales potential, and improved productivity
and compliance. According to Richard Holmes, CIO of BT Financial Group, “The expertise provided was pivotal: their support helped accelerate the deployment and ensured all recommended practices were implemented to mitigate any risk to the success of the project.”
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