Bett3r May Enhancements. May 2017

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1 Bett3r May Enhancements May 2017

2 Bett3r May enhancements From the 22 nd May 2017: New Bett3r app On-boarding correspondence Rewards Fees Bett3r offset on Lodgement Centre and Application Centre 2 Bett3r May enhancements

3 New Bett3r app 3 Bett3r May enhancements

4 New Bett3r app Demo 4 Bett3r May enhancements

5 New Bett3r app Changes The Onboarding journey will include interactive rather than static screens. The Bett3r overview will now be called My cycle. The Notifications screen will be included alongside the Home screen. Global navigation has been introduced. In the Pay Account: New icons and colours make it clearer as to what action is required for bill items For future bills we now provide the amount being set aside, the amount that will be held by the end in the cycle and the amount remaining to set aside The Off Track status will now show by how much the account is off track. New Get on track link provides ways to get the account back on track. In the Save Account: Unallocated funds will be displayed like a general savings goal Moving money between goals is easier Ability to make a part purchase of a save goal. In Spend, there will be only one tab for Transaction history to avoid duplication. Please refer to the AMP Bett3r app quick reference guide for further details. 5 Bett3r May enhancements

6 On-boarding correspondence 6 Bett3r May enhancements

7 Onboarding correspondence The following on-boarding correspondence to new customers has been consolidated and improved: Customers will receive a single welcome and letter Customers applying for joint deposit/offset account ownership will receive a single welcome letter Customers applying for joint deposit/offset account ownership will receive separate welcome s where one of the applicants has failed the online identity verification Loan originators will receive an account creation confirmation . Thunderhead will send a single letter, addressing the names of each owner and using the mail address of the prime contact in NTBS. Thunderhead will store the letter in DRS and NTBS will be updated with DRS links for the Welcome Letter against each customer. 7 Bett3r May enhancements

8 Onboarding correspondence 8 Bett3r May enhancements

9 Rewards 9 Bett3r May enhancements

10 Rewards The bonus interest rate for the Bett3r Save account is to be paid on balances less than or equal to $100k. This is part of existing Terms and Conditions which will be applied from now on. The effective rate will be displayed for the Save account in the new Bett3r app and in Bett3r within My AMP. For those with balances over $100k in Save, this will be a calculation of the base and bonus interest rates. 10 Bett3r May enhancements

11 Fees 11 Bett3r May enhancements

12 Fees The Monthly Account Management fee applicable to the AMP Pay Account (deposit version) is waived for AMP employees. All new employees are identified and set up as staff on joining. When existing AMP employees apply for a new Bett3r account they must contact Bank Operations to ensure they are noted as staff on NTBS. Please ask the employee to send an including their employee ID to deposits@amp.com.au. Bett3r offset customers with an AMP Bank Basic Home loan are charged only one fee rather than 3. The fee is applied to the Bett3r Pay account offset. 12 Bett3r May enhancements

13 Bett3r offset 13 Bett3r May enhancements

14 Bett3r offset NextGen inclusion A Bett3r offset check box is added to the product selector in Lodgement Centre and Application Centre. Bett3r is available for new loans and variations. Only one Bett3r account is allowed. The Bett3r offset account applications will be submitted via Straight Through Processing to NTBS. 14 Bett3r May enhancements

15 Bett3r offset NextGen inclusion It is now available as an additional feature. This will then be reflected as a chosen feature on the main screen located under the Load Details tab. 15 Bett3r May enhancements

16 How to Guides to help you and your clients navigate Bett3r Bett3r Account How to access your Bett3r account Important pointers How to add a bill How to add income How to add a debit card allowance How to manage my cycle 16 Bett3r information pack

17 Application and Support for your Clients Bett3r support for Clients Transactional banking enquiries If query relates to Team Support information and links Bank Contact Centre Bett3r homepage for Clients (www,amp.com.au/bett3r) Product information, videos Using Bett3r mobile app Finding the application Finding more information My AMP registration Bank Contact Centre Bank Contact Centre Bank Contact Centre eservices Bett3r homepage for Clients (www,amp.com.au/bett3r) Product information, videos Bett3r homepage for Clients (www,amp.com.au/bett3r) Product information, videos Bett3r homepage for Clients (www,amp.com.au/bett3r) Product information, videos Bett3r homepage for Clients (www,amp.com.au/bett3r) Product information, videos 17 Bett3r information pack

18 Application and Support for Advisers and Brokers Bett3r support for Advisers and Brokers If query relates to Team Support information and links Transactional banking enquiries Using Bett3r mobile app Finding the application Finding more information My AMP registration Bank Contact Centre Concierge Concierge Concierge eservices Bett3r homepage for Clients (www,amp.com.au/bett3r) - Product information, videos Bett3r homepage for Brokers - Product information pack, Reference guides, FAQs Planner Portal page for Advisers planner portal >home>products>banking>amp-bank>bett3r Product information pack, Reference guides, FAQs Playbook page for AMP Advice amp-advice>goals-solutions>product-solutions>the-bett3raccount Product information pack, Reference guides, FAQs 18 Bett3r information pack

19 Thank you