Helping advisors get the most for their customers
BT is the wealth management arm of the Westpac Group. They help advisers, businesses and individuals prepare for their financial futures.
BT required a range of solutions to help support advisers which in turn helps their clients. This ranged from tax tools to security, campaigns and portfolio remediation.
Solution design
Detail requirements, infrastructure and tech meetings were held with BT I.T, marketing and Internet security Group divisions. This enabled a detailed spec and approach to be developed and signed off to take into account the security safeguards that needed to be put in place.
User interface
The layout and design was originally designed for one of the brands (Wrap) and then based on the popularity and success of the tool/s - was then picked up by multiple brands. The UI was then adjusted to cater for multiple brands leveraging off the one framework.
Development and implementation
Using the tech spec as a guide, Cypha developed a range of tools that were self managed by a range of different business owners. Across the multiple tools we need to refine and adjust the data schema’s that were used to ensure information displayed consistently for users while ensuring privacy with encrypted uploads, database and IP restricted admin areas.
Custom error handling and notifications were required to ensure that correct data was uploaded as we are dealing with limited personal information.
