BAT

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This demo will showcase the key functionalities of BAT Compliance Manager and BAT CRM-PRO or CRM-Lite.

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The team

These are the people behind BAT Software

Charlie Llewellen Palmer
CHIEF EXECUTIVE OFFICER

Charlie has spent over 30 years in Financial Services industry, leading businesses to success in a number of disciplines.  Graduate of Allied Dunbar in Cheltenham 1992-97, IFA 1997 to 2007, and founder of Financial, a 500 member IFA network that he built and sold in 2014 to what became Sanlam Network.  In 2014 he started IFAC, a network for directly authorised advisers.  He designed the original software in 2005 to monitor appointed representatives, their business, file checks, audits and commissions.  BAT is a descendent of that solution, refined and rebuilt several times over.  Author of several books, on history and financial services, available on Amazon.   Charlie sets the tone, sets the agenda and recruits the people to run the show – the very definition of a CEO. 

Mike Clifford
NON EXECUTIVE R&D DIRECTOR
Mike has over 25 years of experience working within the Financial Service sector, both on the client and software provider side. Mike has spent the last 15 years at Director level and has been instrumental in the success of Distribution Technology and Intelliflo as COO and later as CCO with Intelliflo. Mike brings a wealth of experience and knowledge to the executive team and is an essential part of the design, features and product application.
Robert Jones
HEAD OF BUSINESS DEVELOPMENT

Robert Jones is a native of Glasgow, with years of experience in tax and wealth management, including at Impact Investing, where he assisted startups and other early-stage companies through business development support. He then moved to Hyperoptic doing Business Development before joining BAT. Robert attended University in Wisconsin, USA, on a football scholarship,  is qualified with a law degree and currently plays semi-professional football as a striker for Elgin City.

Robert’s experience in software development and sales helps shape the future of the BAT application as we continue to develop the tool.

Peter Hall
SOFTWARE DEVELOPMENT AND SALES

Peter joined Broker Admin Technology in 2021 and has over 20 years’ of experience in Financial Services working for some leading providers within Software, Investments, Pensions & Protection including Praemium, MGM, and Scottish Widows.  Peter has extensive sales and relationship management experience and holds a number of CII Financial Planning qualifications.

He is passionate about the role of technology in the financial adviser market and the fintech industry, and strives to contribute to the growth and innovation of this field

 

Dan Rey
CHIEF TECHNOLOGY OFFICER

Dan has over 15 years experience as a software engineer and has been instrumental in architecting and developing the BAT technology solution over the last ten years. Dan comes originally from Ourense, with his family today in Cheltenham, and now provides the technical direction in both the software stack and the hosting security and infrastructure that supports our product offering. Dan spearheads technical direction and is responsible for the product delivery roadmap within BAT.

George Romero
SOFTWARE ARCHITECT

George is software lead on all BAT projects. George has been coding in a number of languages since 2005, and. like Dan, coming also from Northern Spain has the skills and application to grow BAT.

Álvaro González
CYBESECURITY LEAD MANAGER

With unique qualifications in cyber security Alvaro is responsible for secure BAT releases and updates for our clients. Alvaro is able to code in many languages, and originally came to Cheltenham to study Cybersecurity in the hub that has developed in the town, a spin off from the spy headquarters, GCHQ.  Based in Cheltenham, Alvaro is responsible for keeping safe and secure the millions of documents stored in the cloud and accessible only via BAT.

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BAT Software
Unit 3,
Barnett Way, Barnwood
Gloucester, GL4 3GG

0560 306 9892