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AI IS TRACKING YOUR KEYSTROKES: DATA FOCUS

The Editor

AI IS TRACKING YOUR KEYSTROKES: DATA FOCUS

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PULLING THE DATA TOGETHER FOR THE FCA

The Editor

“Information is stored on multiple systems or is in storage, and if the Financial Conduct Authority asked them about it, it would take some time

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BAT-SCORES FILES FOR A TENNER!

Charlie Palmer

BAT-AI FILE CHECKER
SCORES FILES FOR A TENNER!
Scale, accuracy, consistency and cost.

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DEREGULATION IN THE USA – NOW WELCOME TO THE UK

The Editor

BAT file checks are automated at just £10 to provide a suitability score.

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LOVABLE IS WELL NAMED – WE USE IT IN OUR BIZ

The Editor

For BAT, Compliance is a competitive edge.

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NEW AUTO SUITABILTY REPORT FOR IFAS

The Editor

BAT is the holy grail of process for IFAs. BAT Auto Report writer provides Consistency, Scale, Cost, Accuracy.

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In June 25, a Japanese this firm, paid a price of just 1.5% of the FUM to buy a share in M&G. In the same month, IFA firm Frenkel Topping sold on 2nd June 2025 for 4.5% of FUM.

BAT SAY IFAS ARE WORTH 3X THE VALUE OF FUND MANAGERS

Charlie Palmer

26 years ago PRU paid 10% of FUM for M&G. It was nine months before the Market high, reached on the cusp of the Millenium.

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M&G SOLD FOR A SONG – AUTOMATION IS BUILDING IN IFA VALUE

The Editor

Automation is killing active fund management, but for IFAs, automation means less admin and more advising.

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AI READS YOUR KEYSTROKES

Charlie Palmer

BAT AI and suitability reports

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BAT CHECKS FILES FOR COMPLETENESS AND THREE QUID

The Editor

WHY WORK HARD WHEN YOU GET BAT AI TO HELP?

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Latest entries
  • AI IS TRACKING YOUR KEYSTROKES: DATA FOCUS
  • PULLING THE DATA TOGETHER FOR THE FCA
  • BAT-SCORES FILES FOR A TENNER!
  • DEREGULATION IN THE USA – NOW WELCOME TO THE UK
  • LOVABLE IS WELL NAMED – WE USE IT IN OUR BIZ
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