BAT have launched a tool to pull information from Intelliflo into BAT. The tool enables firms with data on Intelliflo to bulk transfer clients and or policies into BAT.
Once inside the BAT compliance platform, the user can do whatever they choose with the information, from checking files using AI or manually to running KPIs on compliance and cutting up the data for regulator and counterparty scrutiny. Then send it back! The tool has, like a lot of integrations, taken a long time to develop, and is a dramatic enhancement to the BAT offering. It is particularly beneficial for bigger firms with their own compliance function, who use Intelliflo as their CRM.
BAT are proud to announce this move, and expect it to help launch their new File check AI offering, which checks files at just £10 each file.
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