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I have a client who's transitioning into pension phase. He's 65. He signed a pension application, everything like that. I just couldn't see on the document whether there was ID requirement for the opening of the pension account when we're transferring from a full accumulation account over to pension phase and just wanted to double check. Check. Hi. Are you able to double check for this client just so I don't, you know, hold anything up process wise? Yep. I don't actually have one. You'd have to talk to Connor. No. I'm calling from the adviser's office. I just don't have a two o account. But I can put you on a corner. He can verify and go from there. That's fine. No. No. That's that's so fine. Cool. One second. Connor speaking. Good. How are you going? Yeah. Yeah. That's no worries at all. It's 202 058157. Who was that? Sorry. Yep. Yep. No worries. It should just be Connor Bennett. Connor.b@oakviewfinancial.com.au. Yes. So it's 5 Mentone Avenue, Bundle, Queensland 4217. No. Actually, thinking about that, could we please amend the business address? No worries. The total account is 27. Oh, god. Activities under pending tasks. There are 10 KYC reviews. No worries. Yes. No. We need to update it for the whole company. Yeah. Yep. Mhmm. Mhmm. Yep. Perfect. No. That's fine. Okay. No worries. Mhmm. Mhmm. Yep. Panorama. Yep. So Panorama, p a n o r a m o a d v oh, yep. Panorama, not Panorama. Yep. And then adviser. Is adviser ER or OR? ER. So a d v I s e r and then registration. B t financial group.com. Alright. Perfect. And that needs to be someone who's got dealer group access. Is that correct? Cool. Easy. I'll get one of the directors to sort that out today. Yeah. I believe we're just trying to work out whether we need Loretta already given you the client's account details? No? Okay. So the current account number so super account is 400 315 529. Yes. That's correct. Yeah. The pension application we've done as an existing client. Yeah. Mhmm. No worries. Thank you. Getting possessive. No worries at all. Mhmm. Yeah. Okay. So identity verification does need to be completed for the account. Does it can we email it through? Yep. Perfect. So who we just email that through to just panorama@btfinancialgroup.com? Or okay. Okay. Perfect. Awesome. Cool. Just let me double check. No. That's all. Thank you very much. I appreciate your help. So we would need to do the identity verification checks that needs to be a certified ID emailed through to the email addresses at the end of the application. Correct? Perfect. Easy. No worries at all. Thank you very much for your help. Appreciate it. No worries. Thank you. You too. 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My name is Larissa from Oakview. How are you going? Good. Thank you.\n\nI was just calling I was just wanting to confirm because it's been a little while since I've done it myself. I have a client who's transitioning into pension phase. He's 65. He signed a pension application, everything like that. I just couldn't see on the document whether there was ID requirement for the opening of the pension account when we're transferring from a full accumulation account over to pension phase and just wanted to double check.\n\nCheck. Hi. Are you able to double check for this client just so I don't, you know, hold anything up process wise? Yep. I don't actually have one.\n\nYou'd have to talk to Connor. No. I'm calling from the adviser's office. I just don't have a two o account. But I can put you on a corner.\n\nHe can verify and go from there. That's fine. No. No. That's that's so fine.\n\nCool. One second. Connor speaking. Good. How are you going?\n\nYeah. Yeah. That's no worries at all. It's 202 058157. Who was that?\n\nSorry. Yep. Yep. No worries. It should just be Connor Bennett.\n\nConnor.b@oakviewfinancial.com.au. Yes. So it's 5 Mentone Avenue, Bundle, Queensland 4217. No. Actually, thinking about that, could we please amend the business address?\n\nNo worries. The total account is 27. Oh, god. Activities under pending tasks. There are 10 KYC reviews.\n\nNo worries. Yes. No. We need to update it for the whole company. Yeah.\n\nYep. Mhmm. Mhmm. Yep. Perfect.\n\nNo. That's fine. Okay. No worries. Mhmm.\n\nMhmm. Yep. Panorama. Yep. So Panorama, p a n o r a m o a d v oh, yep.\n\nPanorama, not Panorama. Yep. And then adviser. Is adviser ER or OR? ER.\n\nSo a d v I s e r and then registration. B t financial group.com. Alright. Perfect. And that needs to be someone who's got dealer group access.\n\nIs that correct? Cool. Easy. I'll get one of the directors to sort that out today. Yeah.\n\nI believe we're just trying to work out whether we need Loretta already given you the client's account details? No? Okay. So the current account number so super account is 400 315 529. Yes.\n\nThat's correct. Yeah. The pension application we've done as an existing client. Yeah. Mhmm.\n\nNo worries. Thank you. Getting possessive. No worries at all. Mhmm.\n\nYeah. Okay. So identity verification does need to be completed for the account. Does it can we email it through? Yep.\n\nPerfect. So who we just email that through to just panorama@btfinancialgroup.com? Or okay. Okay. Perfect.\n\nAwesome. Cool. Just let me double check. No. That's all.\n\nThank you very much. I appreciate your help. So we would need to do the identity verification checks that needs to be a certified ID emailed through to the email addresses at the end of the application. Correct? Perfect.\n\nEasy. No worries at all. Thank you very much for your help. Appreciate it. No worries.\n\nThank you. You too. Bye.","paragraphs":[{"sentences":[{"text":"Hi.","start":81.53,"end":81.92999,"sentiment":"neutral","sentiment_score":0.18634313344955444},{"text":"My name is Larissa from Oakview.","start":81.92999,"end":83.13,"sentiment":"neutral","sentiment_score":0.1916343073050181},{"text":"How are you going?","start":83.13,"end":83.95,"sentiment":"neutral","sentiment_score":0.2467339150607586},{"text":"Good.","start":85.689995,"end":86.09,"sentiment":"positive","sentiment_score":0.3658899962902069},{"text":"Thank you.","start":86.09,"end":86.715,"sentiment":"positive","sentiment_score":0.4532633274793625}],"sentiment":"neutral","sentiment_score":0.25682152062654495,"num_words":14,"start":81.53,"end":86.715},{"sentences":[{"text":"I was just calling I was just wanting to confirm because it's been a little while since I've done it myself.","start":86.954994,"end":91.454994,"sentiment":"neutral","sentiment_score":0.023513303182664372},{"text":"I have a client who's transitioning into pension 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Panorama, p a n o r a m o a d v oh, yep.","start":462.505,"end":470.52502,"sentiment":"neutral","sentiment_score":0.006445675669237971}],"sentiment":"neutral","sentiment_score":0.007060100434740123,"num_words":19,"start":444.505,"end":470.52502},{"sentences":[{"text":"Panorama, not Panorama.","start":471.14502,"end":473.405,"sentiment":"neutral","sentiment_score":-0.06498916074633598},{"text":"Yep.","start":475.8,"end":476.12,"sentiment":"neutral","sentiment_score":0.008248399011790752},{"text":"And then adviser.","start":476.12,"end":477.18,"sentiment":"neutral","sentiment_score":-0.0026154074197014174},{"text":"Is adviser ER or OR?","start":477.24,"end":478.93997,"sentiment":"neutral","sentiment_score":-0.009986101090908051},{"text":"ER.","start":480.68,"end":481.08,"sentiment":"neutral","sentiment_score":-0.008719900622963905}],"sentiment":"neutral","sentiment_score":-0.019478131658755816,"num_words":13,"start":471.14502,"end":481.08},{"sentences":[{"text":"So a d v I s e r and then 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correct?","start":501.98502,"end":502.8,"sentiment":"neutral","sentiment_score":0.031414334351817765},{"text":"Cool.","start":504.4,"end":504.8,"sentiment":"neutral","sentiment_score":0.2521182596683502},{"text":"Easy.","start":504.8,"end":505.28,"sentiment":"neutral","sentiment_score":0.3282635807991028},{"text":"I'll get one of the directors to sort that out today.","start":505.28,"end":511.37997,"sentiment":"neutral","sentiment_score":0.3001986633647572},{"text":"Yeah.","start":514.88,"end":515.12,"sentiment":"neutral","sentiment_score":0.010586353950202463}],"sentiment":"neutral","sentiment_score":0.23455273496973164,"num_words":17,"start":501.98502,"end":515.12},{"sentences":[{"text":"I believe we're just trying to work out whether we need Loretta already given you the client's account 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Get answers quickly online with Blue, our virtual assistant. If you need more support, Blue will connect you to a chat consultant. To find out when to expect your client's tax statements, please sign in to BT Panorama and click help and support or chat with our virtual assistant Blue and click on end of financial year. During this call, we may collect personal information from you. To learn about how we use and handle your personal information, visit our website or press 1. Otherwise, please hold to continue. The information provided is factual only and does not constitute financial product advice. Before acting on it, you should seek independent advice about its appropriateness to your objectives, financial situation, and needs. We welcome your feedback at any time. Full details on BT's complaint handling process and how to access it are available on our website. This call may be recorded including for training and quality purposes. Thank you for calling BT. You're speaking with. How can I help you today? Good. Thank you. How are you? I'll certainly help you with that, Larissa. So if the client has already completed on their accumulation account, then the as it's the same account, they'll not need to resubmit that. But if at all, if they haven't submitted that, then you would need to resub then you would need to submit that. Yeah. I'll certainly help you with that inquiry. Can I please have your 20 number? Is that so if it's the adviser, then the adviser still contact us. And once after the ID is completed, then we'll be able to provide information. Or if you have a third party authority, then we can look into it as Yeah. And so he I can only provide the details to him as well once after the ID is complete. Perfect. Thank you. Yeah. That's okay. Take your time. Hi, Connor. How are you? Good. Thank you. And before I continue, I need to let you know that this call may be recorded and used for training and quality purposes. Is that okay? Thank you. And can I please have your 20 number? Yeah. 7. Perfect. Thank you. And what I'll do is I'll do ID fix first. I'll ask a few questions first. Thank you. Can you please tell me your full name as it appears on the account? Thank you. Can you please tell me the primary email address that we have on file? Thank you. Can you please tell me your office address that we have on file? Thank you. And just to confirm, would you like to make any amendments on this call or just an inquiry? Sir, I'll certainly help you with that, and I'll ask you a few other questions as well. Thank you. And can you please tell me the total account under the profile? Thank you. Can you please tell me the activities under pending task? Thank you. Thank you for the details, Connie. You have passed ID, and I'll help you with that inquiry as and just to confirm, so the business address, is that for the whole dealer group for your company, or is it for a specific client? Is that in that case, I'll provide you the details as well so an authorized representative who has access or a dealer group manager, they would need to send to a so send an email to a particular team with the clear instructions as well. And I'll just quickly double check on that. Do you mind if I place the call on a quick hold? Thank you. Thanks for being on, Ancona. Thank you. So I looked into that. So if it's for the whole business and the whole the whole practice or dealer group, then the adviser needs to send an email to Panorama adviser registration. I'll give you that. Yeah. So it's panorama advisor registration at So panorama, p a a r r. M a. So I'll repeat that. Sorry to interrupt you. So it's r a. That that's right. E r. That's correct. @btfinancialgroup.com. That's correct. Perfect. Thank you. And is there anything I can assist you with regarding the client's account? No. She hasn't given the account. Yeah. Yeah. Perfect. Thank you. Maria Sutter. And I'll just quickly look into it as well from my end. And another quick question, Connor. So are you so you're creating the application as an existing client. Am I correct? Perfect. Thank you. In that case, I'll just place the call on a quick hold, and I'll look into it. Shouldn't be too long? You're welcome. Just think of the things you could do. Thanks for being on in, Connor. Thank you. So I looked into that. So it needs to be completed for this account, the identity verification. That's correct. That's correct. So you can email that through. So professional@panorama.com.au or support at panorama. So on the last page of the form, you'll have the email address as well. You're welcome. And is there anything I can assist you with apart from this inquiry? Yeah. Yeah. Sure. That's correct. You're welcome, Connor. And I'll leave it to a short survey, and have a nice day. Thank you. Bye. 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BT Panorama. Get answers quickly online with Blue, our virtual assistant. If you need more support, Blue will connect you to a chat consultant. To find out when to expect your client's tax statements, please sign in to BT Panorama and click help and support or chat with our virtual assistant Blue and click on end of financial year. During this call, we may collect personal information from you.\n\nTo learn about how we use and handle your personal information, visit our website or press 1. Otherwise, please hold to continue. The information provided is factual only and does not constitute financial product advice. Before acting on it, you should seek independent advice about its appropriateness to your objectives, financial situation, and needs. We welcome your feedback at any time.\n\nFull details on BT's complaint handling process and how to access it are available on our website. This call may be recorded including for training and quality purposes. Thank you for calling BT. You're speaking with. How can I help you today?\n\nGood. Thank you. How are you? I'll certainly help you with that, Larissa. So if the client has already completed on their accumulation account, then the as it's the same account, they'll not need to resubmit that.\n\nBut if at all, if they haven't submitted that, then you would need to resub then you would need to submit that. Yeah. I'll certainly help you with that inquiry. Can I please have your 20 number? Is that so if it's the adviser, then the adviser still contact us.\n\nAnd once after the ID is completed, then we'll be able to provide information. Or if you have a third party authority, then we can look into it as Yeah. And so he I can only provide the details to him as well once after the ID is complete. Perfect. Thank you.\n\nYeah. That's okay. Take your time. Hi, Connor. How are you?\n\nGood. Thank you. And before I continue, I need to let you know that this call may be recorded and used for training and quality purposes. Is that okay? Thank you.\n\nAnd can I please have your 20 number? Yeah. 7. Perfect. Thank you.\n\nAnd what I'll do is I'll do ID fix first. I'll ask a few questions first. Thank you. Can you please tell me your full name as it appears on the account? Thank you.\n\nCan you please tell me the primary email address that we have on file? Thank you. Can you please tell me your office address that we have on file? Thank you. And just to confirm, would you like to make any amendments on this call or just an inquiry?\n\nSir, I'll certainly help you with that, and I'll ask you a few other questions as well. Thank you. And can you please tell me the total account under the profile? Thank you. Can you please tell me the activities under pending task?\n\nThank you. Thank you for the details, Connie. You have passed ID, and I'll help you with that inquiry as and just to confirm, so the business address, is that for the whole dealer group for your company, or is it for a specific client? Is that in that case, I'll provide you the details as well so an authorized representative who has access or a dealer group manager, they would need to send to a so send an email to a particular team with the clear instructions as well. And I'll just quickly double check on that.\n\nDo you mind if I place the call on a quick hold? Thank you. Thanks for being on, Ancona. Thank you. So I looked into that.\n\nSo if it's for the whole business and the whole the whole practice or dealer group, then the adviser needs to send an email to Panorama adviser registration. I'll give you that. Yeah. So it's panorama advisor registration at So panorama, p a a r r. M a.\n\nSo I'll repeat that. Sorry to interrupt you. So it's r a. That that's right. E r.\n\nThat's correct. @btfinancialgroup.com. That's correct. Perfect. Thank you.\n\nAnd is there anything I can assist you with regarding the client's account? No. She hasn't given the account. Yeah. Yeah.\n\nPerfect. Thank you. Maria Sutter. And I'll just quickly look into it as well from my end. And another quick question, Connor.\n\nSo are you so you're creating the application as an existing client. Am I correct? Perfect. Thank you. In that case, I'll just place the call on a quick hold, and I'll look into it.\n\nShouldn't be too long? You're welcome. Just think of the things you could do. Thanks for being on in, Connor. Thank you.\n\nSo I looked into that. So it needs to be completed for this account, the identity verification. That's correct. That's correct. So you can email that through.\n\nSo professional@panorama.com.au or support at panorama. So on the last page of the form, you'll have the email address as well. You're welcome. And is there anything I can assist you with apart from this inquiry? Yeah.\n\nYeah. Sure. That's correct. You're welcome, Connor. And I'll leave it to a short survey, and have a nice day.\n\nThank you. Bye. Thank you for taking the time to give us feed.","paragraphs":[{"sentences":[{"text":"To BT Panorama.","start":0.24,"end":1.46,"sentiment":"neutral","sentiment_score":0.03896490857005119},{"text":"Get answers quickly online with Blue, our virtual assistant.","start":1.92,"end":5.8599997,"sentiment":"neutral","sentiment_score":0.081759848114517},{"text":"If you need more support, Blue will connect you to a chat consultant.","start":6.08,"end":9.94,"sentiment":"neutral","sentiment_score":0.05679069000941057},{"text":"To find out when to expect your client's tax statements, please sign in to BT Panorama and click help and support or chat with our virtual assistant Blue and click on end of financial year.","start":10.24,"end":22.955,"sentiment":"neutral","sentiment_score":0.03779302074440888},{"text":"During this call, we may collect personal information from 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at any time.","start":58.93,"end":61.11,"sentiment":"neutral","sentiment_score":0.18462371081113815}],"sentiment":"neutral","sentiment_score":-0.07900443932682764,"num_words":61,"start":30.0,"end":61.11},{"sentences":[{"text":"Full details on BT's complaint handling process and how to access it are available on our website.","start":61.329998,"end":67.825,"sentiment":"neutral","sentiment_score":0.07473793932620217},{"text":"This call may be recorded including for training and quality purposes.","start":68.045,"end":72.064995,"sentiment":"neutral","sentiment_score":-0.0060725178230892525},{"text":"Thank you for calling BT.","start":77.965,"end":79.085,"sentiment":"positive","sentiment_score":0.41855311393737793},{"text":"You're speaking with.","start":79.085,"end":80.045,"sentiment":"neutral","sentiment_score":0.307554433743159},{"text":"How can I help you today?","start":80.045,"end":81.185,"sentiment":"positive","sentiment_score":0.36806999643643695}],"sentiment":"neutral","sentiment_score":0.15303800290539152,"num_words":42,"start":61.329998,"end":81.185},{"sentences":[{"text":"Good.","start":84.159996,"end":84.399994,"sentiment":"positive","sentiment_score":0.4516336917877197},{"text":"Thank you.","start":84.399994,"end":84.71999,"sentiment":"positive","sentiment_score":0.4740182012319565},{"text":"How are you?","start":84.71999,"end":85.53999,"sentiment":"neutral","sentiment_score":0.2987299660841624},{"text":"I'll certainly help you with that, Larissa.","start":114.259995,"end":116.03999,"sentiment":"positive","sentiment_score":0.38409671613148283},{"text":"So if the client has already completed on their accumulation account, then the as it's the same account, they'll not need to resubmit that.","start":116.34,"end":124.745,"sentiment":"neutral","sentiment_score":0.1266045542433858}],"sentiment":"neutral","sentiment_score":0.21683908938556104,"num_words":37,"start":84.159996,"end":124.745},{"sentences":[{"text":"But if at all, if they haven't submitted that, then you would need to resub then you would need to submit that.","start":124.745,"end":130.125,"sentiment":"neutral","sentiment_score":-0.04771418822929263},{"text":"Yeah.","start":136.76,"end":137.23999,"sentiment":"neutral","sentiment_score":0.14393386244773865},{"text":"I'll certainly help you with that inquiry.","start":137.23999,"end":138.93999,"sentiment":"positive","sentiment_score":0.35515346058777403},{"text":"Can I please have your 20 number?","start":139.64,"end":141.73999,"sentiment":"neutral","sentiment_score":0.03766501082905701},{"text":"Is that so if it's the adviser, then the adviser still contact us.","start":158.065,"end":162.28,"sentiment":"neutral","sentiment_score":-0.012196928835832156}],"sentiment":"neutral","sentiment_score":0.033707818929105994,"num_words":50,"start":124.745,"end":162.28},{"sentences":[{"text":"And once after the ID is completed, then we'll be able to provide information.","start":162.28,"end":165.66,"sentiment":"neutral","sentiment_score":-0.0010518713492534257},{"text":"Or if you have a third party authority, then we can look into it as Yeah.","start":166.04001,"end":178.025,"sentiment":"neutral","sentiment_score":-0.011347718012984842},{"text":"And so he I can only provide the details to him as well once after the ID is complete.","start":178.025,"end":182.605,"sentiment":"neutral","sentiment_score":-0.011764235353391422},{"text":"Perfect.","start":182.825,"end":183.14499,"sentiment":"neutral","sentiment_score":0.06008179113268852},{"text":"Thank you.","start":183.14499,"end":183.965,"sentiment":"positive","sentiment_score":0.3809574246406555}],"sentiment":"neutral","sentiment_score":0.007734355415428022,"num_words":52,"start":162.28,"end":183.965},{"sentences":[{"text":"Yeah.","start":185.465,"end":185.86499,"sentiment":"neutral","sentiment_score":0.22355303168296817},{"text":"That's okay.","start":185.86499,"end":186.42499,"sentiment":"neutral","sentiment_score":0.28415998816490173},{"text":"Take your time.","start":186.42499,"end":187.325,"sentiment":"neutral","sentiment_score":0.3086927632490794},{"text":"Hi, Connor.","start":190.91,"end":191.55,"sentiment":"neutral","sentiment_score":0.14595650136470795},{"text":"How are you?","start":191.55,"end":192.29001,"sentiment":"neutral","sentiment_score":0.19704707463582358}],"sentiment":"neutral","sentiment_score":0.23645504767244513,"num_words":11,"start":185.465,"end":192.29001},{"sentences":[{"text":"Good.","start":193.63,"end":193.95,"sentiment":"positive","sentiment_score":0.3540022373199463},{"text":"Thank you.","start":193.95,"end":194.61,"sentiment":"positive","sentiment_score":0.4059661477804184},{"text":"And before I continue, I need to let you know that this call may be recorded and used for training and quality purposes.","start":194.83,"end":200.27,"sentiment":"neutral","sentiment_score":0.03759893062322036},{"text":"Is that okay?","start":200.27,"end":201.09,"sentiment":"neutral","sentiment_score":0.054795301208893456},{"text":"Thank you.","start":202.715,"end":203.355,"sentiment":"neutral","sentiment_score":0.24580766260623932}],"sentiment":"neutral","sentiment_score":0.08666810213077453,"num_words":31,"start":193.63,"end":203.355},{"sentences":[{"text":"And can I please have your 20 number?","start":203.355,"end":205.375,"sentiment":"neutral","sentiment_score":0.037614780478179455},{"text":"Yeah.","start":207.435,"end":207.935,"sentiment":"neutral","sentiment_score":0.011373172514140606},{"text":"7.","start":211.755,"end":212.255,"sentiment":"neutral","sentiment_score":0.041585516184568405},{"text":"Perfect.","start":212.315,"end":212.795,"sentiment":"neutral","sentiment_score":0.20777162909507751},{"text":"Thank you.","start":212.795,"end":213.535,"sentiment":"neutral","sentiment_score":0.2565700337290764}],"sentiment":"neutral","sentiment_score":0.0826760483905673,"num_words":13,"start":203.355,"end":213.535},{"sentences":[{"text":"And what I'll do is I'll do ID fix first.","start":215.64,"end":218.22,"sentiment":"neutral","sentiment_score":0.02577284350991249},{"text":"I'll ask a few questions first.","start":220.52,"end":222.38,"sentiment":"neutral","sentiment_score":-0.019612568741043408},{"text":"Thank you.","start":223.88,"end":224.52,"sentiment":"neutral","sentiment_score":0.13774137198925018},{"text":"Can you please tell me your full name as it appears on the account?","start":224.52,"end":227.90001,"sentiment":"neutral","sentiment_score":0.04870563878544739},{"text":"Thank you.","start":230.675,"end":231.395,"sentiment":"neutral","sentiment_score":0.11068922653794289}],"sentiment":"neutral","sentiment_score":0.03878803419716218,"num_words":34,"start":215.64,"end":231.395},{"sentences":[{"text":"Can you please tell me the primary email address that we have on file?","start":231.395,"end":235.015,"sentiment":"neutral","sentiment_score":0.03514827175864151},{"text":"Thank you.","start":239.235,"end":239.97499,"sentiment":"neutral","sentiment_score":0.09271848946809769},{"text":"Can you please tell me your office address that we have on file?","start":240.035,"end":243.33499,"sentiment":"neutral","sentiment_score":0.03596168484252233},{"text":"Thank you.","start":248.22,"end":248.95999,"sentiment":"neutral","sentiment_score":0.2002587914466858},{"text":"And just to confirm, would you like to make any amendments on this call or just an inquiry?","start":249.01999,"end":253.43999,"sentiment":"neutral","sentiment_score":0.07513105641636583}],"sentiment":"neutral","sentiment_score":0.05914063846730456,"num_words":49,"start":231.395,"end":253.43999},{"sentences":[{"text":"Sir, I'll certainly help you with that, and I'll ask you a few other questions as well.","start":259.225,"end":263.805,"sentiment":"neutral","sentiment_score":0.18316683786756852},{"text":"Thank you.","start":264.585,"end":265.305,"sentiment":"neutral","sentiment_score":0.17958006262779236},{"text":"And can you please tell me the total account under the profile?","start":265.305,"end":268.365,"sentiment":"neutral","sentiment_score":0.056457516737282276},{"text":"Thank you.","start":272.81,"end":273.45,"sentiment":"neutral","sentiment_score":0.19317463040351868},{"text":"Can you please tell me the activities under pending task?","start":273.45,"end":276.59,"sentiment":"neutral","sentiment_score":0.06019472647458315}],"sentiment":"neutral","sentiment_score":0.11950658361405828,"num_words":43,"start":259.225,"end":276.59},{"sentences":[{"text":"Thank you.","start":285.475,"end":286.215,"sentiment":"positive","sentiment_score":0.43802258372306824},{"text":"Thank you for the details, Connie.","start":286.995,"end":288.355,"sentiment":"positive","sentiment_score":0.5422122478485107},{"text":"You have passed ID, and I'll help you with that inquiry as and just to confirm, so the business address, is that for the whole dealer group for your company, or is it for a specific client?","start":288.355,"end":299.415,"sentiment":"neutral","sentiment_score":0.08944040879204466},{"text":"Is that in that case, I'll provide you the details as well so an authorized representative who has access or a dealer group manager, they would need to send to a so send an email to a particular team with the clear instructions as well.","start":302.19998,"end":316.735,"sentiment":"neutral","sentiment_score":0.027841797408958275},{"text":"And I'll just quickly double check on that.","start":317.115,"end":319.355,"sentiment":"neutral","sentiment_score":0.2380545362830162}],"sentiment":"neutral","sentiment_score":0.1081217444235725,"num_words":98,"start":285.475,"end":319.355},{"sentences":[{"text":"Do you mind if I place the call on a quick hold?","start":319.355,"end":321.455,"sentiment":"neutral","sentiment_score":0.06544736462334792},{"text":"Thank you.","start":322.875,"end":323.615,"sentiment":"neutral","sentiment_score":0.30872395634651184},{"text":"Thanks for being on, Ancona.","start":437.435,"end":438.73502,"sentiment":"neutral","sentiment_score":0.30827041864395144},{"text":"Thank you.","start":440.16998,"end":440.49,"sentiment":"neutral","sentiment_score":0.2267791777849197},{"text":"So I looked into that.","start":440.49,"end":441.87,"sentiment":"neutral","sentiment_score":0.0641077920794487}],"sentiment":"neutral","sentiment_score":0.14301021912923226,"num_words":26,"start":319.355,"end":441.87},{"sentences":[{"text":"So if it's for the whole business and the whole the whole practice or dealer group, then the adviser needs to send an email to Panorama adviser registration.","start":442.25,"end":451.94998,"sentiment":"neutral","sentiment_score":0.005761942377180925},{"text":"I'll give you that.","start":454.665,"end":455.645,"sentiment":"neutral","sentiment_score":0.013723588082939386},{"text":"Yeah.","start":456.185,"end":456.685,"sentiment":"neutral","sentiment_score":0.014063099399209024},{"text":"So it's panorama advisor registration at So panorama, p a a r r.","start":457.145,"end":465.485,"sentiment":"neutral","sentiment_score":0.010872416341534028},{"text":"M a.","start":466.665,"end":467.565,"sentiment":"neutral","sentiment_score":0.004139730706810951}],"sentiment":"neutral","sentiment_score":0.007914848169699932,"num_words":48,"start":442.25,"end":467.565},{"sentences":[{"text":"So I'll repeat that.","start":469.52,"end":470.47998,"sentiment":"neutral","sentiment_score":-0.00520475406665355},{"text":"Sorry to interrupt you.","start":470.47998,"end":471.44,"sentiment":"neutral","sentiment_score":-0.09308038465678692},{"text":"So it's r a.","start":471.44,"end":473.69998,"sentiment":"neutral","sentiment_score":-0.04523947136476636},{"text":"That that's right.","start":474.31998,"end":475.46,"sentiment":"neutral","sentiment_score":-0.0015080133453011524},{"text":"E r.","start":479.68,"end":480.34,"sentiment":"neutral","sentiment_score":-0.006880710832774639}],"sentiment":"neutral","sentiment_score":-0.034846111885545886,"num_words":17,"start":469.52,"end":480.34},{"sentences":[{"text":"That's correct.","start":486.415,"end":487.23502,"sentiment":"neutral","sentiment_score":0.010228996397927403},{"text":"@btfinancialgroup.com.","start":488.015,"end":497.18,"sentiment":"neutral","sentiment_score":0.012538166716694832},{"text":"That's correct.","start":503.32,"end":504.14,"sentiment":"neutral","sentiment_score":0.07876686565577984},{"text":"Perfect.","start":508.195,"end":508.515,"sentiment":"positive","sentiment_score":0.3958611488342285},{"text":"Thank you.","start":508.515,"end":509.255,"sentiment":"positive","sentiment_score":0.503702774643898}],"sentiment":"neutral","sentiment_score":0.19922457361826673,"num_words":8,"start":486.415,"end":509.255},{"sentences":[{"text":"And is there anything I can assist you with regarding the client's account?","start":509.795,"end":513.575,"sentiment":"neutral","sentiment_score":0.15884012499680886},{"text":"No.","start":531.7,"end":532.01996,"sentiment":"neutral","sentiment_score":-0.10417163372039796},{"text":"She hasn't given the account.","start":532.01996,"end":533.72,"sentiment":"neutral","sentiment_score":-0.08213044703006744},{"text":"Yeah.","start":539.495,"end":539.995,"sentiment":"neutral","sentiment_score":-0.007637827657163143},{"text":"Yeah.","start":541.89496,"end":542.39496,"sentiment":"neutral","sentiment_score":-0.0011013031471520662}],"sentiment":"neutral","sentiment_score":0.07339802977540308,"num_words":21,"start":509.795,"end":542.39496},{"sentences":[{"text":"Perfect.","start":545.095,"end":545.495,"sentiment":"positive","sentiment_score":0.3960843086242676},{"text":"Thank you.","start":545.495,"end":546.235,"sentiment":"positive","sentiment_score":0.5407455563545227},{"text":"Maria Sutter.","start":551.57,"end":552.53,"sentiment":"neutral","sentiment_score":0.19634009897708893},{"text":"And I'll just quickly look into it as well from my end.","start":552.53,"end":555.35004,"sentiment":"neutral","sentiment_score":0.17618612324198088},{"text":"And another quick question, Connor.","start":555.97003,"end":557.57,"sentiment":"neutral","sentiment_score":0.048457033932209015}],"sentiment":"neutral","sentiment_score":0.19212610308419575,"num_words":22,"start":545.095,"end":557.57},{"sentences":[{"text":"So are you so you're creating the application as an existing client.","start":557.57,"end":561.49005,"sentiment":"neutral","sentiment_score":0.022293900372460485},{"text":"Am I correct?","start":561.49005,"end":562.39,"sentiment":"neutral","sentiment_score":0.027502024546265602},{"text":"Perfect.","start":566.795,"end":567.115,"sentiment":"neutral","sentiment_score":0.26841673254966736},{"text":"Thank you.","start":567.115,"end":567.83496,"sentiment":"neutral","sentiment_score":0.3116767555475235},{"text":"In that case, I'll just place the call on a quick hold, and I'll look into it.","start":567.83496,"end":570.71497,"sentiment":"neutral","sentiment_score":0.0950382518417695}],"sentiment":"neutral","sentiment_score":0.08164152580180338,"num_words":35,"start":557.57,"end":570.71497},{"sentences":[{"text":"Shouldn't be too long?","start":570.71497,"end":571.855,"sentiment":"neutral","sentiment_score":0.011582651874050498},{"text":"You're welcome.","start":573.27496,"end":574.015,"sentiment":"neutral","sentiment_score":0.28571590036153793},{"text":"Just think of the things you could do.","start":692.20496,"end":694.865,"sentiment":"neutral","sentiment_score":0.14089572802186012},{"text":"Thanks for being on in, Connor.","start":702.98004,"end":704.52,"sentiment":"positive","sentiment_score":0.34275104602177936},{"text":"Thank you.","start":706.74005,"end":707.14,"sentiment":"neutral","sentiment_score":0.21359430998563766}],"sentiment":"neutral","sentiment_score":0.19221014220436866,"num_words":22,"start":570.71497,"end":707.14},{"sentences":[{"text":"So I looked into that.","start":707.14,"end":708.52,"sentiment":"neutral","sentiment_score":0.04354725107550621},{"text":"So it needs to be completed for this account, the identity verification.","start":708.635,"end":712.015,"sentiment":"neutral","sentiment_score":-0.0013758993397156398},{"text":"That's correct.","start":716.555,"end":717.375,"sentiment":"neutral","sentiment_score":0.03928582929074764},{"text":"That's correct.","start":719.755,"end":720.395,"sentiment":"neutral","sentiment_score":0.046849824488162994},{"text":"So you can email that through.","start":720.395,"end":721.935,"sentiment":"neutral","sentiment_score":0.04544831005235513}],"sentiment":"neutral","sentiment_score":0.02393283819158872,"num_words":27,"start":707.14,"end":721.935},{"sentences":[{"text":"So professional@panorama.com.au or support at panorama.","start":729.14996,"end":733.64996,"sentiment":"neutral","sentiment_score":0.030170015059411526},{"text":"So on the last page of the form, you'll have the email address as well.","start":733.79,"end":737.25,"sentiment":"neutral","sentiment_score":0.04309807221094767},{"text":"You're welcome.","start":739.28503,"end":740.10504,"sentiment":"positive","sentiment_score":0.35086689889431},{"text":"And is there anything I can assist you with apart from this inquiry?","start":740.325,"end":743.465,"sentiment":"neutral","sentiment_score":0.10620809231813137},{"text":"Yeah.","start":745.685,"end":746.005,"sentiment":"neutral","sentiment_score":0.02389371022582054}],"sentiment":"neutral","sentiment_score":0.07929253734245494,"num_words":37,"start":729.14996,"end":746.005},{"sentences":[{"text":"Yeah.","start":746.005,"end":746.245,"sentiment":"neutral","sentiment_score":0.02707801014184952},{"text":"Sure.","start":746.245,"end":746.745,"sentiment":"neutral","sentiment_score":0.028966067358851433},{"text":"That's correct.","start":759.06,"end":759.87994,"sentiment":"neutral","sentiment_score":0.07138025388121605},{"text":"You're welcome, Connor.","start":763.375,"end":764.89496,"sentiment":"positive","sentiment_score":0.36183440685272217},{"text":"And I'll leave it to a short survey, and have a nice day.","start":764.89496,"end":767.235,"sentiment":"positive","sentiment_score":0.4476423974220569}],"sentiment":"positive","sentiment_score":0.355182948615402,"num_words":20,"start":746.005,"end":767.235},{"sentences":[{"text":"Thank you.","start":768.735,"end":769.295,"sentiment":"positive","sentiment_score":0.762779176235199},{"text":"Bye.","start":769.295,"end":769.795,"sentiment":"positive","sentiment_score":0.47626182436943054},{"text":"Thank you for taking the time to give us feed.","start":773.21497,"end":775.51196,"sentiment":"positive","sentiment_score":0.6925150834023952}],"sentiment":"positive","sentiment_score":0.6866900777587523,"num_words":13,"start":768.735,"end":775.51196}]}}]}],"paragraphs":{"transcript":"\nChannel 1: To BT Panorama. Get answers quickly online with Blue, our virtual assistant. If you need more support, Blue will connect you to a chat consultant. To find out when to expect your client's tax statements, please sign in to BT Panorama and click help and support or chat with our virtual assistant Blue and click on end of financial year. During this call, we may collect personal information from you.\n\nTo learn about how we use and handle your personal information, visit our website or press 1. Otherwise, please hold to continue. The information provided is factual only and does not constitute financial product advice. Before acting on it, you should seek independent advice about its appropriateness to your objectives, financial situation, and needs. We welcome your feedback at any time.\n\nFull details on BT's complaint handling process and how to access it are available on our website. This call may be recorded including for training and quality purposes. Thank you for calling BT. You're speaking with. How can I help you today?\n\nChannel 0: Hi. My name is Larissa from Oakview. How are you going?\n\nChannel 1: Good. Thank you. How are you?\n\nChannel 0: Good. Thank you. I was just calling I was just wanting to confirm because it's been a little while since I've done it myself. I have a client who's transitioning into pension phase. He's 65.\n\nHe signed a pension application, everything like that. I just couldn't see on the document whether there was ID requirement for the opening of the pension account when we're transferring from a full accumulation account over to pension phase and just wanted to double check.\n\nChannel 1: I'll certainly help you with that, Larissa. So if the client has already completed on their accumulation account, then the as it's the same account, they'll not need to resubmit that. But if at all, if they\n\nChannel 0: Check.\n\nChannel 1: haven't submitted that, then you would need to resub then you would need to submit that.\n\nChannel 0: Hi. Are you able to double check for this client just so I don't, you know, hold anything up process wise?\n\nChannel 1: Yeah. I'll certainly help you with that inquiry. Can I please have your 20 number?\n\nChannel 0: Yep. I don't actually have one. You'd have to talk to Connor.\n\nChannel 1: Is that so if it's the adviser, then the adviser still contact us. And once after the ID is completed, then we'll be able to provide information. Or if you have a third party authority, then we can look into it as\n\nChannel 0: No. I'm calling from the adviser's office. I just don't have a two o account. But I can put you on a corner. He can verify and go from there.\n\nChannel 1: Yeah. And so he I can only provide the details to him as well once after\n\nChannel 0: That's\n\nChannel 1: the ID\n\nChannel 0: fine.\n\nChannel 1: is complete.\n\nChannel 0: No.\n\nChannel 1: Perfect.\n\nChannel 0: No.\n\nChannel 1: Thank\n\nChannel 0: That's that's\n\nChannel 1: you.\n\nChannel 0: so fine. Cool. One second.\n\nChannel 1: Yeah. That's okay. Take your time.\n\nChannel 0: Connor speaking.\n\nChannel 1: Hi, Connor. How are you?\n\nChannel 0: Good. How are you going?\n\nChannel 1: Good. Thank you.\n\nChannel 0: Yeah.\n\nChannel 1: And before I continue, I need to let you know that this call may be recorded and used for training and quality purposes. Is that okay?\n\nChannel 0: Yeah. That's no worries at all.\n\nChannel 1: Thank you. And can I please have your 20 number?\n\nChannel 0: It's 202\n\nChannel 1: Yeah.\n\nChannel 0: 058157.\n\nChannel 1: 7. Perfect. Thank you. And what I'll do is I'll do ID fix first.\n\nChannel 0: Who was that? Sorry.\n\nChannel 1: I'll ask a few questions first.\n\nChannel 0: Yep. Yep. No worries.\n\nChannel 1: Thank you. Can you please tell me your full name as it appears on the account?\n\nChannel 0: It should just be Connor Bennett.\n\nChannel 1: Thank you. Can you please tell me the primary email address that we have on file?\n\nChannel 0: Connor.b@oakviewfinancial.com.au.\n\nChannel 1: Thank you. Can you please tell me your office address that we have on file?\n\nChannel 0: Yes. So it's 5 Mentone Avenue, Bundle, Queensland 4217.\n\nChannel 1: Thank you. And just to confirm, would you like to make any amendments on this call or just an inquiry?\n\nChannel 0: No. Actually, thinking about that, could we please amend the business address?\n\nChannel 1: Sir, I'll certainly help you with that, and I'll ask you a few other questions as well.\n\nChannel 0: No worries.\n\nChannel 1: Thank you. And can you please tell me the total account under the profile?\n\nChannel 0: The total account is 27.\n\nChannel 1: Thank you. Can you please tell me the activities under pending task?\n\nChannel 0: Oh, god. Activities under pending tasks. There are 10 KYC reviews.\n\nChannel 1: Thank you. Thank you for the details, Connie. You have passed ID,\n\nChannel 0: No\n\nChannel 1: and\n\nChannel 0: worries.\n\nChannel 1: I'll help you with that inquiry as and just to confirm, so the business address, is that for the whole dealer group for your company, or is it for\n\nChannel 0: Yes.\n\nChannel 1: a specific client?\n\nChannel 0: No. We need to update it for the whole company.\n\nChannel 1: Is that in that\n\nChannel 0: Yeah.\n\nChannel 1: case, I'll provide you the details as well so an\n\nChannel 0: Yep.\n\nChannel 1: authorized representative who has\n\nChannel 0: Mhmm.\n\nChannel 1: access or a dealer group manager, they would\n\nChannel 0: Mhmm.\n\nChannel 1: need to send to a so send an email to a particular team with the\n\nChannel 0: Yep.\n\nChannel 1: clear instructions as well.\n\nChannel 0: Perfect.\n\nChannel 1: And I'll just quickly double check on that. Do you mind if I place the call on a quick hold?\n\nChannel 0: No. That's fine.\n\nChannel 1: Thank you.\n\nChannel 0: Okay.\n\nChannel 1: Thanks for being on, Ancona.\n\nChannel 0: No worries.\n\nChannel 1: Thank you. So I looked into that.\n\nChannel 0: Mhmm.\n\nChannel 1: So if it's for the whole business and\n\nChannel 0: Mhmm.\n\nChannel 1: the whole the whole practice or dealer group, then\n\nChannel 0: Yep.\n\nChannel 1: the adviser needs to send an email to Panorama adviser registration.\n\nChannel 0: Panorama.\n\nChannel 1: I'll give you that.\n\nChannel 0: Yep.\n\nChannel 1: Yeah. So it's panorama advisor registration at\n\nChannel 0: So Panorama,\n\nChannel 1: So panorama,\n\nChannel 0: p a n\n\nChannel 1: p a\n\nChannel 0: o\n\nChannel 1: a\n\nChannel 0: r\n\nChannel 1: r r.\n\nChannel 0: a m o\n\nChannel 1: M\n\nChannel 0: a\n\nChannel 1: a.\n\nChannel 0: d v\n\nChannel 1: So\n\nChannel 0: oh,\n\nChannel 1: I'll repeat\n\nChannel 0: yep.\n\nChannel 1: that. Sorry to interrupt\n\nChannel 0: Panorama,\n\nChannel 1: you. So it's\n\nChannel 0: not Panorama.\n\nChannel 1: r a. That that's right.\n\nChannel 0: Yep. And then adviser. Is adviser ER or OR?\n\nChannel 1: E r.\n\nChannel 0: ER. So a d v I s e r and then registration.\n\nChannel 1: That's correct. @btfinancialgroup.com.\n\nChannel 0: B t financial group.com. Alright. Perfect. And that needs to be someone who's got dealer group access. Is that correct?\n\nChannel 1: That's correct.\n\nChannel 0: Cool. Easy. I'll get one of the directors to sort that out\n\nChannel 1: Perfect. Thank you. And is there anything\n\nChannel 0: today.\n\nChannel 1: I can assist you with regarding the client's account?\n\nChannel 0: Yeah. I believe we're just trying to work out whether we need Loretta already given you the client's account details? No?\n\nChannel 1: No. She hasn't given the\n\nChannel 0: Okay.\n\nChannel 1: account.\n\nChannel 0: So the current account number so super account is 400\n\nChannel 1: Yeah.\n\nChannel 0: 315\n\nChannel 1: Yeah.\n\nChannel 0: 529.\n\nChannel 1: Perfect. Thank you. Maria Sutter. And I'll just quickly look into it as well from my end. And another quick question, Connor.\n\nSo are you so you're creating the application as an existing client. Am I correct?\n\nChannel 0: Yes. That's correct. Yeah. The pension application we've done as an existing client. Yeah.\n\nChannel 1: Perfect. Thank you. In that case, I'll just place the call on a quick hold, and I'll look into\n\nChannel 0: Mhmm.\n\nChannel 1: it. Shouldn't be too long?\n\nChannel 0: No worries. Thank you.\n\nChannel 1: You're welcome.\n\nChannel 0: Getting possessive.\n\nChannel 1: Just think of the things you could do. Thanks for being on in, Connor.\n\nChannel 0: No worries at all.\n\nChannel 1: Thank you. So I looked into that. So it\n\nChannel 0: Mhmm.\n\nChannel 1: needs to be completed for this account, the identity verification.\n\nChannel 0: Yeah. Okay. So identity verification does need to be completed for the account.\n\nChannel 1: That's correct.\n\nChannel 0: Does it can we email it through?\n\nChannel 1: That's correct. So you can email\n\nChannel 0: Yep.\n\nChannel 1: that through.\n\nChannel 0: Perfect. So who we just email that through to just panorama@btfinancialgroup.com?\n\nChannel 1: So professional@panorama.com.au\n\nChannel 0: Or\n\nChannel 1: or\n\nChannel 0: okay.\n\nChannel 1: support at panorama. So on the last page of the form, you'll have the email address as well.\n\nChannel 0: Okay. Perfect. Awesome.\n\nChannel 1: You're welcome.\n\nChannel 0: Cool.\n\nChannel 1: And is there anything I can assist you with apart from this inquiry?\n\nChannel 0: Just let me double check.\n\nChannel 1: Yeah. Yeah. Sure.\n\nChannel 0: No. That's all. Thank you very much. I appreciate your help. So we would need to do the identity verification checks that needs to be a certified ID emailed through to the email addresses at the end of the application.\n\nCorrect?\n\nChannel 1: That's correct.\n\nChannel 0: Perfect. Easy. No worries at all. Thank you very much for your help. Appreciate\n\nChannel 1: You're\n\nChannel 0: it.\n\nChannel 1: welcome, Connor. And I'll leave it to a short survey, and have a nice day.\n\nChannel 0: No worries. Thank you. You too. Bye.\n\nChannel 1: Thank you. Bye. Thank you for taking the time to give us feed.","paragraphs":[{"sentences":[{"text":"To BT Panorama.","start":0.24,"end":1.46,"sentiment":"neutral","sentiment_score":0.03896490857005119},{"text":"Get answers quickly online with Blue, our virtual assistant.","start":1.92,"end":5.8599997,"sentiment":"neutral","sentiment_score":0.081759848114517},{"text":"If you need more support, Blue will connect you to a chat consultant.","start":6.08,"end":9.94,"sentiment":"neutral","sentiment_score":0.05679069000941057},{"text":"To find out when to expect your client's tax statements, please sign in to BT Panorama and click help and support or chat with our virtual assistant Blue and click on end of financial year.","start":10.24,"end":22.955,"sentiment":"neutral","sentiment_score":0.03779302074440888},{"text":"During this call, we may collect personal information from you.","start":26.16,"end":29.86,"sentiment":"neutral","sentiment_score":-0.0250967507250607}],"sentiment":"neutral","sentiment_score":0.03804000782381211,"channel":1,"num_words":70,"start":0.24,"end":29.86},{"sentences":[{"text":"To learn about how we use and handle your personal information, visit our website or press 1.","start":30.0,"end":36.16,"sentiment":"neutral","sentiment_score":-0.012218003435169949},{"text":"Otherwise, please hold to continue.","start":36.16,"end":38.260002,"sentiment":"neutral","sentiment_score":-0.11846154332160949},{"text":"The information provided is factual only and does not constitute financial product advice.","start":44.685,"end":50.385002,"sentiment":"neutral","sentiment_score":-0.22727600771647233},{"text":"Before acting on it, you should seek independent advice about its appropriateness to your objectives, financial situation, and needs.","start":50.685,"end":58.87,"sentiment":"neutral","sentiment_score":-0.12405446838391454},{"text":"We welcome your feedback at any time.","start":58.93,"end":61.11,"sentiment":"neutral","sentiment_score":0.18462371081113815}],"sentiment":"neutral","sentiment_score":-0.07900443932682764,"channel":1,"num_words":61,"start":30.0,"end":61.11},{"sentences":[{"text":"Full details on BT's complaint handling process and how to access it are available on our website.","start":61.329998,"end":67.825,"sentiment":"neutral","sentiment_score":0.07473793932620217},{"text":"This call may be recorded including for training and quality purposes.","start":68.045,"end":72.064995,"sentiment":"neutral","sentiment_score":-0.0060725178230892525},{"text":"Thank you for calling BT.","start":77.965,"end":79.085,"sentiment":"positive","sentiment_score":0.41855311393737793},{"text":"You're speaking with.","start":79.085,"end":80.045,"sentiment":"neutral","sentiment_score":0.307554433743159},{"text":"How can I help you 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you?","start":84.71999,"end":85.53999,"sentiment":"neutral","sentiment_score":0.2987299660841624}],"sentiment":"positive","sentiment_score":0.38264333208401996,"channel":1,"num_words":6,"start":84.159996,"end":85.53999},{"sentences":[{"text":"Good.","start":85.689995,"end":86.09,"sentiment":"positive","sentiment_score":0.3658899962902069},{"text":"Thank you.","start":86.09,"end":86.715,"sentiment":"positive","sentiment_score":0.4532633274793625},{"text":"I was just calling I was just wanting to confirm because it's been a little while since I've done it myself.","start":86.954994,"end":91.454994,"sentiment":"neutral","sentiment_score":0.023513303182664372},{"text":"I have a client who's transitioning into pension phase.","start":92.314995,"end":95.59499,"sentiment":"neutral","sentiment_score":0.008200183717740906},{"text":"He's 65.","start":95.59499,"end":96.895,"sentiment":"neutral","sentiment_score":0.002735873917117715}],"sentiment":"neutral","sentiment_score":0.05272769769653678,"channel":0,"num_words":35,"start":85.689995,"end":96.895},{"sentences":[{"text":"He signed a pension application, everything like that.","start":97.674995,"end":99.81,"sentiment":"neutral","sentiment_score":-0.0307105528190732},{"text":"I just couldn't see on the document whether there was ID requirement for the opening of the pension account when we're transferring from a full accumulation account over to pension phase and just wanted to double check.","start":100.21,"end":113.595,"sentiment":"neutral","sentiment_score":-0.181337795950271}],"sentiment":"neutral","sentiment_score":-0.1545596193936136,"channel":0,"num_words":45,"start":97.674995,"end":113.595},{"sentences":[{"text":"I'll certainly help you with that, Larissa.","start":114.259995,"end":116.03999,"sentiment":"positive","sentiment_score":0.38409671613148283},{"text":"So if the client has already completed on their accumulation account, then the as it's the same account, they'll not need to resubmit that.","start":116.34,"end":124.745,"sentiment":"neutral","sentiment_score":0.1266045542433858},{"text":"But if at all, if they","start":124.745,"end":125.625,"sentiment":"neutral","sentiment_score":0.005608604444811742}],"sentiment":"neutral","sentiment_score":0.1556983227413651,"channel":1,"num_words":37,"start":114.259995,"end":125.625},{"sentences":[{"text":"Check.","start":125.515,"end":126.015,"sentiment":"neutral","sentiment_score":-0.040538012981414795}],"sentiment":"neutral","sentiment_score":-0.040538012981414795,"channel":0,"num_words":1,"start":125.515,"end":126.015},{"sentences":[{"text":"haven't submitted that, then you would need to resub then you would need to submit that.","start":125.625,"end":130.125,"sentiment":"neutral","sentiment_score":-0.06771023548208177}],"sentiment":"neutral","sentiment_score":-0.06771023548208177,"channel":1,"num_words":16,"start":125.625,"end":130.125},{"sentences":[{"text":"Hi.","start":130.77,"end":131.17,"sentiment":"neutral","sentiment_score":-0.01316651701927185},{"text":"Are you able to double check for this client just so I don't, you know, hold anything up process wise?","start":131.17,"end":136.47,"sentiment":"neutral","sentiment_score":-0.07279879506677389}],"sentiment":"neutral","sentiment_score":-0.0699591627787976,"channel":0,"num_words":21,"start":130.77,"end":136.47},{"sentences":[{"text":"Yeah.","start":136.76,"end":137.23999,"sentiment":"neutral","sentiment_score":0.14393386244773865},{"text":"I'll certainly help you with that inquiry.","start":137.23999,"end":138.93999,"sentiment":"positive","sentiment_score":0.35515346058777403},{"text":"Can I please have your 20 number?","start":139.64,"end":141.73999,"sentiment":"neutral","sentiment_score":0.03766501082905701}],"sentiment":"neutral","sentiment_score":0.19291087749103705,"channel":1,"num_words":15,"start":136.76,"end":141.73999},{"sentences":[{"text":"Yep.","start":143.425,"end":143.925,"sentiment":"neutral","sentiment_score":-0.12848643958568573},{"text":"I don't actually have one.","start":153.42499,"end":154.465,"sentiment":"neutral","sentiment_score":-0.26902627348899844},{"text":"You'd have to talk to Connor.","start":154.465,"end":155.845,"sentiment":"neutral","sentiment_score":-0.24516219521562257}],"sentiment":"neutral","sentiment_score":-0.24538258152703443,"channel":0,"num_words":12,"start":143.425,"end":155.845},{"sentences":[{"text":"Is that so if it's the adviser, then the adviser still contact us.","start":158.065,"end":162.28,"sentiment":"neutral","sentiment_score":-0.012196928835832156},{"text":"And once after the ID is completed, then we'll be able to provide 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there.","start":174.905,"end":177.165,"sentiment":"neutral","sentiment_score":-0.051316733339003155}],"sentiment":"neutral","sentiment_score":-0.12622944998244445,"channel":0,"num_words":30,"start":170.345,"end":177.165},{"sentences":[{"text":"Yeah.","start":177.625,"end":178.025,"sentiment":"neutral","sentiment_score":-0.028516173362731937},{"text":"And so he I can only provide the details to him as well once after","start":178.025,"end":181.625,"sentiment":"neutral","sentiment_score":-0.0179586719100674}],"sentiment":"neutral","sentiment_score":-0.018618515750858933,"channel":1,"num_words":16,"start":177.625,"end":181.625},{"sentences":[{"text":"That's","start":181.545,"end":181.86499,"sentiment":"neutral","sentiment_score":0.0069460622034966946}],"sentiment":"neutral","sentiment_score":0.0069460622034966946,"channel":0,"num_words":1,"start":181.545,"end":181.86499},{"sentences":[{"text":"the ID","start":181.625,"end":181.94499,"sentiment":"neutral","sentiment_score":0.007774623110890389}],"sentiment":"neutral","sentiment_score":0.007774623110890389,"channel":1,"num_words":2,"start":181.625,"end":181.94499},{"sentences":[{"text":"fine.","start":181.86499,"end":182.36499,"sentiment":"neutral","sentiment_score":0.01822810433804989}],"sentiment":"neutral","sentiment_score":0.01822810433804989,"channel":0,"num_words":1,"start":181.86499,"end":182.36499},{"sentences":[{"text":"is complete.","start":181.94499,"end":182.605,"sentiment":"neutral","sentiment_score":0.015155180357396603}],"sentiment":"neutral","sentiment_score":0.015155180357396603,"channel":1,"num_words":2,"start":181.94499,"end":182.605},{"sentences":[{"text":"No.","start":182.745,"end":182.985,"sentiment":"neutral","sentiment_score":-0.07140501588582993}],"sentiment":"neutral","sentiment_score":-0.07140501588582993,"channel":0,"num_words":1,"start":182.745,"end":182.985},{"sentences":[{"text":"Perfect.","start":182.825,"end":183.14499,"sentiment":"neutral","sentiment_score":0.06008179113268852}],"sentiment":"neutral","sentiment_score":0.06008179113268852,"channel":1,"num_words":1,"start":182.825,"end":183.14499},{"sentences":[{"text":"No.","start":182.985,"end":183.14499,"sentiment":"neutral","sentiment_score":-0.02207951620221138}],"sentiment":"neutral","sentiment_score":-0.02207951620221138,"channel":0,"num_words":1,"start":182.985,"end":183.14499},{"sentences":[{"text":"Thank","start":183.14499,"end":183.465,"sentiment":"positive","sentiment_score":0.3623579740524292}],"sentiment":"positive","sentiment_score":0.3623579740524292,"channel":1,"num_words":1,"start":183.14499,"end":183.465},{"sentences":[{"text":"That's that's","start":183.14499,"end":183.625,"sentiment":"neutral","sentiment_score":0.27598681673407555}],"sentiment":"neutral","sentiment_score":0.27598681673407555,"channel":0,"num_words":2,"start":183.14499,"end":183.625},{"sentences":[{"text":"you.","start":183.465,"end":183.965,"sentiment":"positive","sentiment_score":0.39955687522888184}],"sentiment":"positive","sentiment_score":0.39955687522888184,"channel":1,"num_words":1,"start":183.465,"end":183.965},{"sentences":[{"text":"so fine.","start":183.625,"end":184.025,"sentiment":"neutral","sentiment_score":0.312515527009964},{"text":"Cool.","start":184.025,"end":184.42499,"sentiment":"neutral","sentiment_score":0.2990453839302063},{"text":"One second.","start":184.42499,"end":185.165,"sentiment":"neutral","sentiment_score":0.17457157373428345}],"sentiment":"neutral","sentiment_score":0.25464391708374023,"channel":0,"num_words":5,"start":183.625,"end":185.165},{"sentences":[{"text":"Yeah.","start":185.465,"end":185.86499,"sentiment":"neutral","sentiment_score":0.22355303168296817},{"text":"That's okay.","start":185.86499,"end":186.42499,"sentiment":"neutral","sentiment_score":0.28415998816490173},{"text":"Take your time.","start":186.42499,"end":187.325,"sentiment":"neutral","sentiment_score":0.3086927632490794}],"sentiment":"neutral","sentiment_score":0.28632521629333496,"channel":1,"num_words":6,"start":185.465,"end":187.325},{"sentences":[{"text":"Connor speaking.","start":189.59,"end":190.41,"sentiment":"neutral","sentiment_score":0.08371363207697868}],"sentiment":"neutral","sentiment_score":0.08371363207697868,"channel":0,"num_words":2,"start":189.59,"end":190.41},{"sentences":[{"text":"Hi, Connor.","start":190.91,"end":191.55,"sentiment":"neutral","sentiment_score":0.14595650136470795},{"text":"How are you?","start":191.55,"end":192.29001,"sentiment":"neutral","sentiment_score":0.19704707463582358}],"sentiment":"neutral","sentiment_score":0.1766108453273773,"channel":1,"num_words":5,"start":190.91,"end":192.29001},{"sentences":[{"text":"Good.","start":192.31,"end":192.55,"sentiment":"positive","sentiment_score":0.3650358617305755},{"text":"How are you going?","start":192.55,"end":193.37,"sentiment":"neutral","sentiment_score":0.28221332281827927}],"sentiment":"neutral","sentiment_score":0.29877783060073854,"channel":0,"num_words":5,"start":192.31,"end":193.37},{"sentences":[{"text":"Good.","start":193.63,"end":193.95,"sentiment":"positive","sentiment_score":0.3540022373199463},{"text":"Thank you.","start":193.95,"end":194.61,"sentiment":"positive","sentiment_score":0.4059661477804184}],"sentiment":"positive","sentiment_score":0.38864484429359436,"channel":1,"num_words":3,"start":193.63,"end":194.61},{"sentences":[{"text":"Yeah.","start":194.71,"end":195.21,"sentiment":"neutral","sentiment_score":0.11801231652498244}],"sentiment":"neutral","sentiment_score":0.11801231652498244,"channel":0,"num_words":1,"start":194.71,"end":195.21},{"sentences":[{"text":"And before I continue, I need to let you know that this call may be recorded and used for training and quality purposes.","start":194.83,"end":200.27,"sentiment":"neutral","sentiment_score":0.03759893062322036},{"text":"Is that okay?","start":200.27,"end":201.09,"sentiment":"neutral","sentiment_score":0.054795301208893456}],"sentiment":"neutral","sentiment_score":0.039583127229259565,"channel":1,"num_words":26,"start":194.83,"end":201.09},{"sentences":[{"text":"Yeah.","start":201.215,"end":201.375,"sentiment":"neutral","sentiment_score":0.06531864404678345},{"text":"That's no worries at all.","start":201.375,"end":202.59499,"sentiment":"neutral","sentiment_score":0.18652526140213013}],"sentiment":"neutral","sentiment_score":0.16632415850957236,"channel":0,"num_words":6,"start":201.215,"end":202.59499},{"sentences":[{"text":"Thank you.","start":202.715,"end":203.355,"sentiment":"neutral","sentiment_score":0.24580766260623932},{"text":"And can I please have your 20 number?","start":203.355,"end":205.375,"sentiment":"neutral","sentiment_score":0.037614780478179455}],"sentiment":"neutral","sentiment_score":0.07925335690379143,"channel":1,"num_words":10,"start":202.715,"end":205.375},{"sentences":[{"text":"It's 202","start":205.45499,"end":206.995,"sentiment":"neutral","sentiment_score":0.009331756737083197}],"sentiment":"neutral","sentiment_score":0.009331756737083197,"channel":0,"num_words":2,"start":205.45499,"end":206.995},{"sentences":[{"text":"Yeah.","start":207.435,"end":207.935,"sentiment":"neutral","sentiment_score":0.011373172514140606}],"sentiment":"neutral","sentiment_score":0.011373172514140606,"channel":1,"num_words":1,"start":207.435,"end":207.935},{"sentences":[{"text":"058157.","start":207.45499,"end":210.83499,"sentiment":"neutral","sentiment_score":0.016616011038422585}],"sentiment":"neutral","sentiment_score":0.016616011038422585,"channel":0,"num_words":1,"start":207.45499,"end":210.83499},{"sentences":[{"text":"7.","start":211.755,"end":212.255,"sentiment":"neutral","sentiment_score":0.041585516184568405},{"text":"Perfect.","start":212.315,"end":212.795,"sentiment":"neutral","sentiment_score":0.20777162909507751},{"text":"Thank 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help.","start":762.015,"end":763.055,"sentiment":"positive","sentiment_score":0.4919944150107248},{"text":"Appreciate","start":763.055,"end":763.455,"sentiment":"neutral","sentiment_score":0.3174123764038086}],"sentiment":"positive","sentiment_score":0.34462086696709904,"channel":0,"num_words":14,"start":760.255,"end":763.455},{"sentences":[{"text":"You're","start":763.375,"end":763.875,"sentiment":"neutral","sentiment_score":0.2906799018383026}],"sentiment":"neutral","sentiment_score":0.2906799018383026,"channel":1,"num_words":1,"start":763.375,"end":763.875},{"sentences":[{"text":"it.","start":763.455,"end":763.955,"sentiment":"neutral","sentiment_score":0.3258333206176758}],"sentiment":"neutral","sentiment_score":0.3258333206176758,"channel":0,"num_words":1,"start":763.455,"end":763.955},{"sentences":[{"text":"welcome, Connor.","start":764.175,"end":764.89496,"sentiment":"positive","sentiment_score":0.39741165935993195},{"text":"And I'll leave it to a short survey, and have a nice day.","start":764.89496,"end":767.235,"sentiment":"positive","sentiment_score":0.4476423974220569}],"sentiment":"positive","sentiment_score":0.4409449656804403,"channel":1,"num_words":15,"start":764.175,"end":767.235},{"sentences":[{"text":"No worries.","start":767.467,"end":767.86694,"sentiment":"neutral","sentiment_score":0.17855922877788544},{"text":"Thank you.","start":767.86694,"end":768.347,"sentiment":"neutral","sentiment_score":0.30225566029548645},{"text":"You too.","start":768.347,"end":768.667,"sentiment":"neutral","sentiment_score":0.19063158333301544},{"text":"Bye.","start":768.667,"end":769.167,"sentiment":"neutral","sentiment_score":0.11181631684303284}],"sentiment":"neutral","sentiment_score":0.2078156088079725,"channel":0,"num_words":7,"start":767.467,"end":769.167},{"sentences":[{"text":"Thank you.","start":768.735,"end":769.295,"sentiment":"positive","sentiment_score":0.762779176235199},{"text":"Bye.","start":769.295,"end":769.795,"sentiment":"positive","sentiment_score":0.47626182436943054},{"text":"Thank you for taking the time to give us feed.","start":773.21497,"end":775.51196,"sentiment":"positive","sentiment_score":0.6925150834023952}],"sentiment":"positive","sentiment_score":0.6866900777587523,"channel":1,"num_words":13,"start":768.735,"end":775.51196}]},"summary":{"result":"success","short":"A representative from BT provides a virtual assistant to a caller who is transitioning into a pension phase. The caller confirms account details and activities under pending tasks and provides personal information. The representative advises the caller to complete the identity verification process and leave a short survey at the end of the call. The caller confirms their email address and asks about updating their company's ID, to which the representative responds that an adviser needs to send an email with instructions."},"intents":{"segments":[{"text":"I was just calling I was just wanting to confirm because it's been a little while since I've done it myself. I have a client who's transitioning into pension phase. He's 65. He signed a pension application, everything like that. I just couldn't see on the document whether there was ID requirement for the opening of the pension account when we're transferring from a full accumulation account over to pension phase and just wanted to double check.","start_word":193,"end_word":269,"intents":[{"intent":"Confirm pension eligibility","confidence_score":0.05753357}]},{"text":"Is that so if it's the adviser, then the adviser still contact us. And once after the ID is completed, then we'll be able to provide information. Or if you have a third party authority, then we can look into it as No.","start_word":373,"end_word":415,"intents":[{"intent":"Provide information","confidence_score":0.10781566}]},{"text":"And once after the ID is completed, then we'll be able to provide information. Or if you have a third party authority, then we can look into it as No.","start_word":385,"end_word":414,"intents":[{"intent":"Provide account information","confidence_score":0.0087342}]},{"text":"I'm calling from the adviser's office. I just don't have a two o account. But I can put you on a corner. He can verify and go from there. Yeah.","start_word":415,"end_word":444,"intents":[{"intent":"Verify account","confidence_score":0.40840244}]},{"text":"And can I please have your 20 number?","start_word":534,"end_word":541,"intents":[{"intent":"Provide contact information","confidence_score":0.046879277}]},{"text":"Can you please tell me your office address that we have on file?","start_word":615,"end_word":627,"intents":[{"intent":"Request office address","confidence_score":0.013088318},{"intent":"Confirm office address","confidence_score":0.20259783}]},{"text":"And just to confirm, would you like to make any amendments on this call or just an inquiry? No.","start_word":639,"end_word":657,"intents":[{"intent":"Confirm id","confidence_score":0.0025735376}]},{"text":"Actually, thinking about that, could we please amend the business address?","start_word":658,"end_word":668,"intents":[{"intent":"Amend business address","confidence_score":0.041241992}]},{"text":"And can you please tell me the total account under the profile?","start_word":690,"end_word":701,"intents":[{"intent":"Provide account details","confidence_score":0.01589217}]},{"text":"And can you please tell me the total account under the profile? The total account is 27.","start_word":690,"end_word":706,"intents":[{"intent":"Provide total account","confidence_score":0.0868695}]},{"text":"Can you please tell me the activities under pending task?","start_word":709,"end_word":718,"intents":[{"intent":"Provide task activity","confidence_score":0.0008309613}]},{"text":"Thank you for the details, Connie. You have passed ID, No and worries. I'll help you with that inquiry as and just to confirm, so the business address, is that for the whole dealer group for your company, or is it for Yes.","start_word":732,"end_word":774,"intents":[{"intent":"Provide information","confidence_score":0.02831574}]},{"text":"We need to update it for the whole company. Is that in that Yeah.","start_word":779,"end_word":792,"intents":[{"intent":"Update contact information","confidence_score":0.032954667}]},{"text":"And I'll just quickly double check on that. Do you mind if I place the call on a quick hold? No.","start_word":839,"end_word":859,"intents":[{"intent":"Place call on hold","confidence_score":0.65942514}]},{"text":"I can assist you with regarding the client's account?","start_word":1033,"end_word":1041,"intents":[{"intent":"Seek assistance with account","confidence_score":0.00054681185}]},{"text":"I believe we're just trying to work out whether we need Loretta already given you the client's account details? No?","start_word":1043,"end_word":1062,"intents":[{"intent":"Verify account and application","confidence_score":0.00022170112}]},{"text":"In that case, I'll just place the call on a quick hold, and I'll look into Mhmm. it. Shouldn't be too long? No worries.","start_word":1138,"end_word":1161,"intents":[{"intent":"Make a payment","confidence_score":0.0000032250014}]},{"text":"So it Mhmm. needs to be completed for this account, the identity verification. Yeah.","start_word":1193,"end_word":1206,"intents":[{"intent":"Help with identity verification","confidence_score":0.0009883463}]},{"text":"So you can email Yep. that through. Perfect. So who we just email that through to just panorama@btfinancialgroup.com? So professional@panorama.com.au Or or okay. support at panorama. So on the last page of the form, you'll have the email address as well. Okay. Perfect. Awesome.","start_word":1230,"end_word":1273,"intents":[{"intent":"Email identity verification through panorama","confidence_score":0.000024732022}]}]},"sentiments":{"segments":[{"text":"To BT Panorama. Get answers quickly online with Blue, our virtual assistant. If you need more support, Blue will connect you to a chat consultant. To find out when to expect your client's tax statements, please sign in to BT Panorama and click help and support or chat with our virtual assistant Blue and click on end of financial year. During this call, we may collect personal information from you. To learn about how we use and handle your personal information, visit our website or press 1. Otherwise, please hold to continue. The information provided is factual only and does not constitute financial product advice. Before acting on it, you should seek independent advice about its appropriateness to your objectives, financial situation, and needs. We welcome your feedback at any time. Full details on BT's complaint handling process and how to access it are available on our website. This call may be recorded including for training and quality purposes.","start_word":0,"end_word":158,"sentiment":"neutral","sentiment_score":-0.005236705299466848},{"text":"Thank you for calling BT.","start_word":159,"end_word":163,"sentiment":"positive","sentiment_score":0.4129006266593933},{"text":"You're speaking with.","start_word":164,"end_word":166,"sentiment":"neutral","sentiment_score":0.3162083029747009},{"text":"How can I help you today?","start_word":167,"end_word":172,"sentiment":"positive","sentiment_score":0.36221808195114136},{"text":"Hi. My name is Larissa from Oakview. How are you going?","start_word":173,"end_word":183,"sentiment":"neutral","sentiment_score":0.20846180617809296},{"text":"Good. Thank you.","start_word":184,"end_word":186,"sentiment":"positive","sentiment_score":0.4583420753479004},{"text":"How are you?","start_word":187,"end_word":189,"sentiment":"neutral","sentiment_score":0.3097725510597229},{"text":"Good. Thank you.","start_word":190,"end_word":192,"sentiment":"positive","sentiment_score":0.4135047495365143},{"text":"I was just calling I was just wanting to confirm because it's been a little while since I've done it myself. I have a client who's transitioning into pension phase. He's 65. He signed a pension application, everything like that. I just couldn't see on the document whether there was ID requirement for the opening of the pension account when we're transferring from a full accumulation account over to pension phase and just wanted to double check.","start_word":193,"end_word":269,"sentiment":"neutral","sentiment_score":-0.07649974524974823},{"text":"I'll certainly help you with that, Larissa.","start_word":270,"end_word":276,"sentiment":"positive","sentiment_score":0.3762527108192444},{"text":"So if the client has already completed on their accumulation account, then the as it's the same account, they'll not need to resubmit that. But if at all, if they Check. haven't submitted that, then you would need to resub then you would need to submit that. Hi. Are you able to double check for this client just so I don't, you know, hold anything up process wise? Yeah. I'll certainly help you with that inquiry. Can I please have your 20 number? Yep. I don't actually have one. You'd have to talk to Connor. Is that so if it's the adviser, then the adviser still contact us. And once after the ID is completed, then we'll be able to provide information. Or if you have a third party authority, then we can look into it as No. I'm calling from the adviser's office. I just don't have a two o account. But I can put you on a corner. He can verify and go from there. Yeah. And so he I can only provide the details to him as well once after That's the ID fine. is complete. No. Perfect. No. That's Thank that's you. so fine. Cool. One second. Yeah. That's okay. Take your time. Connor speaking. Hi, Connor. How are you?","start_word":277,"end_word":490,"sentiment":"neutral","sentiment_score":0.008186081189348876},{"text":"Good.","start_word":491,"end_word":491,"sentiment":"positive","sentiment_score":0.3650358617305755},{"text":"How are you going?","start_word":492,"end_word":495,"sentiment":"neutral","sentiment_score":0.2946051061153412},{"text":"Good. Thank you.","start_word":496,"end_word":498,"sentiment":"positive","sentiment_score":0.3778364956378937},{"text":"Yeah. And before I continue, I need to let you know that this call may be recorded and used for training and quality purposes. Is that okay? Yeah. That's no worries at all. Thank you. And can I please have your 20 number? It's 202 Yeah. 058157. 7. Perfect. Thank you. And what I'll do is I'll do ID fix first. Who was that? Sorry. I'll ask a few questions first. Yep. Yep. No worries. Thank you. Can you please tell me your full name as it appears on the account? It should just be Connor Bennett. Thank you. Can you please tell me the primary email address that we have on file? Connor.b@oakviewfinancial.com.au. Thank you. Can you please tell me your office address that we have on file? Yes. So it's 5 Mentone Avenue, Bundle, Queensland 4217. Thank you. And just to confirm, would you like to make any amendments on this call or just an inquiry? No. Actually, thinking about that, could we please amend the business address? Sir, I'll certainly help you with that, and I'll ask you a few other questions as well. No worries. Thank you. And can you please tell me the total account under the profile? The total account is 27. Thank you. Can you please tell me the activities under pending task? Oh, god. Activities under pending tasks. There are 10 KYC reviews.","start_word":499,"end_word":729,"sentiment":"neutral","sentiment_score":0.05632335861169156},{"text":"Thank you. Thank you for the details, Connie.","start_word":730,"end_word":737,"sentiment":"positive","sentiment_score":0.5103387236595154},{"text":"You have passed ID, No and worries. I'll help you with that inquiry as and just to confirm, so the business address, is that for the whole dealer group for your company, or is it for Yes. a specific client? No. We need to update it for the whole company. Is that in that Yeah. case, I'll provide you the details as well so an Yep. authorized representative who has Mhmm. access or a dealer group manager, they would Mhmm. need to send to a so send an email to a particular team with the Yep. clear instructions as well.","start_word":738,"end_word":837,"sentiment":"neutral","sentiment_score":0.04282090067863464},{"text":"Perfect.","start_word":838,"end_word":838,"sentiment":"positive","sentiment_score":0.3744686543941498},{"text":"And I'll just quickly double check on that. Do you mind if I place the call on a quick hold? No. That's fine. Thank you. Okay. Thanks for being on, Ancona. No worries. Thank you. So I looked into that. Mhmm. So if it's for the whole business and Mhmm. the whole the whole practice or dealer group, then Yep. the adviser needs to send an email to Panorama adviser registration. Panorama. I'll give you that. Yep. Yeah. So it's panorama advisor registration at So Panorama, So panorama, p a n p o a a r r r. a m o M a d a. v So oh, I'll repeat yep. that. Sorry to interrupt Panorama, you. So it's not Panorama. r a. That that's right. Yep. And then adviser. Is adviser ER or OR? E r. ER. So a d v I s e r and then registration. That's correct. @btfinancialgroup.com. B t financial group.com. Alright. Perfect. And that needs to be someone who's got dealer group access. Is that correct? That's correct. Cool. Easy. I'll get one of the directors to sort that out Perfect.","start_word":839,"end_word":1025,"sentiment":"neutral","sentiment_score":0.05104852840304375},{"text":"Thank you.","start_word":1026,"end_word":1027,"sentiment":"positive","sentiment_score":0.48233044147491455},{"text":"And is there anything today. I can assist you with regarding the client's account? Yeah. I believe we're just trying to work out whether we need Loretta already given you the client's account details? No? No. She hasn't given the Okay. account. So the current account number so super account is 400 Yeah. 315 Yeah. 529.","start_word":1028,"end_word":1083,"sentiment":"neutral","sentiment_score":0.020439482759684324},{"text":"Perfect. Thank you.","start_word":1084,"end_word":1086,"sentiment":"positive","sentiment_score":0.4798420071601868},{"text":"Maria Sutter. And I'll just quickly look into it as well from my end. And another quick question, Connor. So are you so you're creating the application as an existing client. Am I correct? Yes. That's correct. Yeah. The pension application we've done as an existing client. Yeah. Perfect. Thank you. In that case, I'll just place the call on a quick hold, and I'll look into Mhmm. it. Shouldn't be too long? No worries. Thank you. You're welcome. Getting possessive. Just think of the things you could do.","start_word":1087,"end_word":1175,"sentiment":"neutral","sentiment_score":0.10015925019979476},{"text":"Thanks for being on in, Connor.","start_word":1176,"end_word":1181,"sentiment":"positive","sentiment_score":0.34972646832466125},{"text":"No worries at all. Thank you. So I looked into that. So it Mhmm. needs to be completed for this account, the identity verification. Yeah. Okay. So identity verification does need to be completed for the account. That's correct. Does it can we email it through? That's correct. So you can email Yep. that through. Perfect. So who we just email that through to just panorama@btfinancialgroup.com? So professional@panorama.com.au Or or okay. support at panorama. So on the last page of the form, you'll have the email address as well. Okay. Perfect. Awesome.","start_word":1182,"end_word":1273,"sentiment":"neutral","sentiment_score":0.04467993602156639},{"text":"You're welcome.","start_word":1274,"end_word":1275,"sentiment":"positive","sentiment_score":0.3431887626647949},{"text":"Cool. And is there anything I can assist you with apart from this inquiry? Just let me double check. Yeah. Yeah. Sure. No. That's all. Thank you very much. I appreciate your help. So we would need to do the identity verification checks that needs to be a certified ID emailed through to the email addresses at the end of the application. Correct? That's correct. Perfect. Easy. No worries at all.","start_word":1276,"end_word":1346,"sentiment":"neutral","sentiment_score":0.09013031423091888},{"text":"Thank you very much for your help.","start_word":1347,"end_word":1353,"sentiment":"positive","sentiment_score":0.496024489402771},{"text":"Appreciate You're it.","start_word":1354,"end_word":1356,"sentiment":"neutral","sentiment_score":0.30949291586875916},{"text":"welcome, Connor. And I'll leave it to a short survey, and have a nice day.","start_word":1357,"end_word":1371,"sentiment":"positive","sentiment_score":0.43450719118118286},{"text":"No worries. Thank you. You too. Bye.","start_word":1372,"end_word":1378,"sentiment":"neutral","sentiment_score":0.2060653567314148},{"text":"Thank you. Bye. Thank you for taking the time to give us feed.","start_word":1379,"end_word":1391,"sentiment":"positive","sentiment_score":0.7133722305297852}],"average":{"sentiment":"neutral","sentiment_score":0.0673194066066072}}}}