BT | Company Profile - Revenue, Headcount, Tech Stack, Contacts
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Funding Information
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Headcount Distribution
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Department Breakdown
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Keywords & Focus Areas
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Overview
BT Financial Group, based in Sydney, is an Australian wealth management company founded in 1969. It specializes in helping customers protect, manage, and grow their wealth through a range of financial advisory services, superannuation, investments, insurance, and wealth platforms. The company operates primarily in Australia and New Zealand as a subsidiary of Westpac, integrating various heritage brands to enhance its offerings.
BT provides comprehensive wealth management solutions, including investment management and superannuation options for long-term growth. Its wealth platform, BT Panorama, offers integrated services for superannuation, investments, insurance, and financial planning. The company also supports financial advisers with technology-driven tools and has recently partnered with SS&C Technologies for unit registry services. With an ongoing focus on adapting to customer needs, BT aims to deliver quality financial advice and support to retail customers and the advice industry.
Key Metrics
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Contact
Technology Stack
Analytics & Tracking
Social & Marketing
Database & Backend
Cloud & Infrastructure
Productivity
How to sell to
Buyer Teams to Target
Investment & Wealth Management
Head of Investment Platforms, Wealth Management Director, Superannuation Product Manager, Portfolio Analyst, Financial Adviser Support Lead, Private Banking ManagerTechnology & Digital Transformation
Chief Technology Officer, Head of Digital Platforms, IT Operations Manager, Cloud Solutions Architect, Data Engineering Lead, Cyber Security ManagerRisk, Compliance & Finance
Chief Risk Officer, Head of Compliance, Chief Financial Officer, Risk Analytics Manager, Finance Transformation Lead, Reporting & Controls AnalystSales, Marketing & Client Engagement
Head of Distribution, Growth Marketing Manager, Sales Enablement Lead, Partnerships Manager, Customer Experience Director, Client Success LeadWhat they buy
- Enterprise wealth management platforms
- Financial planning and advice software
- Investment analytics and reporting tools
- Cloud infrastructure & hosting services
- Client engagement and CRM solutions
- Regulatory compliance and risk management systems
- Cyber security services
Signals to watch
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