What is THE PERCENTAGE OF AUSTRALIANS CONFUSED BY SUPERANNUATION
100
2002
What is THE YEAR BT WAS PURCHASED BY WESTPAC
100
BANKING AND SUPER ON ONE SCREEN - ONLY SUPERFUND THAT PROVIDES FULL ONLINE ACCESS TO ITS MEMBERS VIA INTERNET BANKING
What is CONVENIENCE/SAVE TIME
100
affluent and sme
What are the priority customer segments
100
LINK TO FORMS, RATES, DEMOS
What is THE ONE STOP SHOP
200
WHAT GENERATION HAS NO CLUE ABOUT HOW MANY SUPER ACCOUNTS THEY HAVE AND WHAT THE BALANCE SHOULD BE
What is THE Y GENERATION
200
2008
What is THE YEAR BT FINANCIAL GROUP MERGED WITH ST GEORGE WEALTH SOLUTIONS TO FORM NEW BT FINANCIAL GROUP
200
ABILITY TO CONSOLIDATE MULTIPLE SUPER FUNDS (THE DIFFERENCE BETWEEN HAVING ONE SUPER FUND VERSUS 5 SUPER FUNDS CAN EQUATE TO OVER $28,000 IN FEES OVER 30 YEARS
What is SAVE MONEY
200
aged 25-45
What is age bracket trigger
200
INTENTION, NEEDS, TAILOR UNDERSTAND NEXT STEPS ENHANCE OR
GET TO KNOW ME, UNDERSTAND MY UNIQUE CIRCUMSTANCES, IDENTIFY MY BANKING NEEDS, DELIVER A SOLUTION, ENHANCE OUR RELATIONSHIP
What is WESTPAC'S SALES PROCESS/ST GEORGE BANKSA Sales process
300
A WAY OF SAVING FOR RETIREMENT
What is SUPERANNUATION
300
OCTOBER 2007
What is THE YEAR BTSFL WAS LAUNCHED TO FULLY INTEGRATE SUPER WITH EVERYDAY BANKING
300
PORTABLE SUPER SOLUTION (DESIGNED TO MOVE WITH THE CUSTOMER FROM JOT TO JOB AND INTO RETIREMENT
What is CONVENIENCE, PEACE OF MIND
300
client on mat leave in to open account for new born child
What is trigger change of lifestyle
300
GET TO KNOW ME, UNDERSTAND MY UNIQUE CIRCUMSTANCES, IDENTIFY MY BANKING NEEDS, DELIVER A SOLUTION, ENHANCE OUR RELATIONSHIP
What is BANKSA/ST GEORGE SALES PROCESS
400
ESTIMATED 1.177 TRILLION
What is AMOUNT IN SUPERANNUATION ASSETS
400
APRIL 1 2008/JANUARY 2010
What is THE DATE BTSFL WAS AVAILABLE FOR SALE THRU WESTPAC RETAIL BANK AND THEN ST GEORGE AND BANKSA
400
45% LOWER FEES THAN AVERAGE RETAIL PERSONAL SUPER FUND - SuperRatings March 2011
What is SAVE MONEY
400
client, 35 enters branch to open new account for payroll and needs online banking
What is trigger for lifestyle change - employment and online banking client
400
5 POINT STEP TO UNCOVERING ADDITIONAL SUPERANNUATION ROLL-OVER OPPORTUNITIES
What is THE SUPER TIME SAVER
500
THREE SUPERANNUATION FUNDS
What is THE AVERAGE NUMBER OF FUNDS EA AUSTRALIAN HAS
500
202,000 (AS OF SEPTEMBER 2010)
What is SFL MEMBERSHIP
500
BEST NEW PRODUCT, ASFA COMMUNICATION AWARD, SuperRatings "FAST MOVER" AWARD, SuperSavvy's "The One" AWARD
What is status/prestige
500
SME CLIENT, with 5 employees, have business account online and has an account administer the employee's super every quarter