What is THE PERCENTAGE OF AUSTRALIANS CONFUSED BY SUPERANNUATION
77%
100
Who are a group of individuals we will waive the $5.00 monthly fee
individuals on maternity leave
100
How does BTSFL provide convenience and save a customer time?
BANKING AND SUPER ON ONE SCREEN - ONLY SUPERFUND THAT PROVIDES FULL ONLINE ACCESS TO ITS MEMBERS VIA INTERNET BANKING
100
What are the priority customer segments in Westpac?
SME and Affluent
100
What is the link to additional forms, rates, demos
THE ONE STOP SHOP
200
Which generation have NO CLUE ABOUT HOW MANY SUPER ACCOUNTS THEY HAVE AND WHAT THE BALANCE SHOULD BE
The Y generation
200
What are the minimum ages for opening a BTSFL account,and obtaining insurance through BTSFL
Age 12 and Age 16
200
in what way can BTSFL "save money" and help never lose sight of superannuation again?
ABILITY TO CONSOLIDATE MULTIPLE SUPER FUNDS
200
What is the target audience age bracket that is best suited for BTSFL
25-45
200
What are WESTPAC'S and BANKSA Sales process
INTUNE Intention-Needs-Tailor-Understand-Next Steps-Enhance
or
GUIDE - Get to know me - Understand my unique situation - Identify my banking needs - Deliver a solution - Enhance our relationship
300
How do you do a LOST SUPER SEARCH
ATO FREE superseeker online, ATO call with customer
300
What are the 2 alternatives a customer has for investment within BTSFL
We can manage for you or you can specify your own investment mix
300
How does BTSFL provide a customer "peace of mind" at the same time "save money"?
Standard Death and TPD Insurance opt out, can increase upto 3x standard amount with NO questions asked, 60% reduction in rates
300
What is an example of a lifestyle change trigger moment to consider discussion BTSFL?
client on mat leave in to open account for new born child
300
What is MAXIMUM REVENUE that can be generated from sale of BTSFL or sale numbers for BankSA teams
$700 IN WESTPAC, 3 widget sales in BankSA
400
What is AMOUNT IN SUPERANNUATION ASSETS
estimated 1.1777 Trillion
400
What is THE DATE BTSFL WAS AVAILABLE FOR SALE THRU WESTPAC RETAIL BANK AND THEN ST GEORGE AND BANKSA
APRIL 1 2008/JANUARY 2010
400
How does BTSFL "save a customer money"?
45% LOWER FEES THAN AVERAGE RETAIL PERSONAL SUPER FUND - SuperRatings March 2011
400
What are the identifiers that triggers BTSFL in following scenario
client, 35 enters branch to open new account for payroll and needs online banking
lifestyle change - employment and online banking client
400
What is THE SUPER TIME SAVER
5 POINT STEP TO UNCOVERING ADDITIONAL SUPERANNUATION ROLL-OVER OPPORTUNITIES
500
What is THE AVERAGE NUMBER OF Super FUNDS /AUSTRALIAN
three
500
What is the cooling off period to check that BTSFL meet needs customer
14 days
500
What are some or all status/prestige awards BTSFL has received?
BEST NEW PRODUCT, ASFA COMMUNICATION AWARD, SuperRatings "FAST MOVER" AWARD, SuperSavvy's "The One" AWARD
500
What is the trigger(s) that suggest BTSFL opportunity in event below
SME CLIENT, with 5 employees, have business account online and has an account administer the employee's super every quarter