Case Study: BT Financial Group

Published 17 October 2014


BT Financial Group recently launched its flagship investment and administration platform, BT Panorama. As part of the marketing of the platform to financial advisers and accountants, BT approached CoreData seeking engaging, research-driven content to help position BT as a thought leader in the minds of its target audience.


CoreData proposed a series of 2000 word white papers that BT could publish on the BT Adviser Centre insights hub, as well as post on its social channels and promote in editions of the group’s adviser newsletter. The topics were chosen to align with issues on the minds of both advisers and accountants.


In 2016, we have so far produced four white papers for BT which have been shared on various social platforms and received positive feedback from the target audience. By demonstrating an understanding of accountant and adviser businesses, BT has highlighted its commitment and competence in providing solutions to professionals working in these industries.


Dino Vlachos