Case Study: BT Financial Group achieves 100% adviser adoption of paperless onboarding and major back-office efficiencies with Avoka Transact

BT Financial Group Simplifies the Customer Onboarding Process

BT Financial Group, a leading Australian wealth manager within Westpac, faced a paper‑based on-boarding process that forced advisers to use static PDF forms for account openings and other high‑stakes transactions. The paper workflows produced poor transaction experiences and heavy back‑office rework (missing information, re‑keying, errors), so BT engaged Avoka and its Avoka Transact solution to digitize and improve these adviser-facing transactions.

Avoka used Avoka Transact to convert PDFs into mobile‑responsive SmartForms (online/offline, wizard‑guided, validated and co‑branded) in a staged rollout, with later phases planned for pre‑population and electronic submission. The Avoka implementation achieved 100% adviser adoption, significantly reduced back‑office rework, cut IT maintenance time from months to days, and created a clear path toward full straight‑through processing.

BT Financial Group