What’s New in BAT
Appointed Exams now In BAT
BAT T&C keeps getting better. Firms can now set individual tests for specific members of staff, making it easier to turn compliance issues into focused training and follow-up.
A fresher look for BAT
A fresher look is coming to BAT. We’re improving layouts, navigation and visual consistency across the platform to make everyday workflows cleaner, quicker and easier to use.
New Providers Report
More insight from your BAT data. The new Provider Breakdown report lets managers review provider sign-ups by subcompany or individual adviser, making it easier to spot trends and support better business decisions.
System optimisations
BAT is getting faster. Our latest system optimisations improve Business Book loading and export times, helping firms work with larger volumes of data more efficiently.
Vulnerable Client Forms
A clearer way to assess client vulnerability. BAT’s updated Vulnerable Client check introduces improved questions, a simpler Yes or No outcome, and a refreshed design to make assessments easier to complete and understand.
New Login Screen for the Platform
A cleaner first impression for BAT. Our refreshed login screen brings a more modern look, clearer sign-in fields and improved spacing, while keeping the login process exactly as users know it.
New in: Microsoft SSO Login
Logging in to BAT just got easier. Microsoft Single Sign-On is now available, giving users a faster, simpler and more secure way to access BAT using their existing Microsoft 365 credentials.
Visual Enhancement: Auto Suitability Reports
Auto Suitability Reports have had a refresh. A cleaner layout and improved navigation make the report-writing experience easier to use, while keeping the same structured process firms already rely on.
Update: New Upload Forms For Independent Filechecks
Easier document management workflows are coming into bat, add a product, attach the documents and activate the AI
Update: Keyless CRM Arrives to BAT
Tired of keying data multiple times into your CRMs to get MI reporting? BAT’s new update coming on May 5th will help you with this.
Update: Preview Documents Within The Platform
A simpler way to request independent file checks is on the way. From 4 May, a new streamlined form will make it easier to upload multiple cases, manage documents, and navigate the process with greater clarity.
Product Update: New Independent Filecheck
A simpler way to request independent file checks is on the way. From 4 May, a new streamlined form will make it easier to upload multiple cases, manage documents, and navigate the process with greater clarity.
Product Update: Keyless CRM and Sign Off
Over the coming updates, you’ll begin to see a more refined client experience and a cleaner presentation of key information. The overall goal is simple: to make important details easier to find, everyday workflows more seamless, and the platform feel more consistent throughout.
Coming Soon: A Smoother, Clearer Platform Experience
Over the coming updates, you’ll begin to see a more refined client experience and a cleaner presentation of key information. The overall goal is simple: to make important details easier to find, everyday workflows more seamless, and the platform feel more consistent throughout.
Product Update: New Auto SR Builders
We have newly published on BAT Auto-Report feature a number of documents, as shown below.These are draft reports generated by BAT following your inputs from FF or questionnaire.
Product Update: T&C Review and File Check List Filters
We have introduced several improvements across the platform to make workflows smoother and more intuitive. This updates focus on improving the File Check list filters and enhance the experience within the T&C and Financial Exams Suite.
Product Update: Renaming Sections
At BAT, we have developed a new feature that will significantly improve the Business Book. Advisers will now be able to see instant feedback on document completeness.
The aim of this change is to help both advisers and compliance officers reduce friction points, especially when certain documents or important information are missing.
Product Update: AI for Advisers!
At BAT, we have developed a new feature that will significantly improve the Business Book. Advisers will now be able to see instant feedback on document completeness.
The aim of this change is to help both advisers and compliance officers reduce friction points, especially when certain documents or important information are missing.