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SECURITY AND DATA PROTECTION -DEEPSEEK AND THE IFA

Charlie Palmer

The Privacy Policy is always the most revealing page on a web site. Sometimes the website is not quite clear which company is represented. A

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REGULATORY WINDS OF CHANGE

The Editor

Embrace the future of compliance – automated, efficient, and lower cost.

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WHAT WOULD DEREGULATION MEAN TO YOU?

The Editor

tech is the bridge for lowering compliance costs

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EXCITING UPDATES TO OUR AUTO REPORT SECTION

The Editor

Protection Suitability Report (SR) has been added to the Auto Report section in BAT

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NEW MORTGAGE SUITABILITY AUTO REPORT NOW AVAILABLE ON BAT SOFTWARE

The Editor

Our trials have shown that a reasonably skilled adviser can complete the questions in just 20 minutes, while a paraplanner unfamiliar with the case at the outset can do it in around 30 minutes.

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build, buy or rent

GOODBYE APPLE – HELLO FINANCIAL SERVICES: BUY, BUILD, OR BORROW – PART 2

The Editor

LESSONS FOR IFAS AND MORTGAGE BROKERS Apple recently ventured into the Buy Now Pay Later (BNPL) space, aiming to develop its own application. Partnering with

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SABOTAGE AGENTS AND THE IFA

SABOTAGE AGENTS AND COMPLIANCE AGENTS: A GLIMPSE INTO THE WORLD OF COVERT OPERATIONS AND AI

Charlie Palmer

SABOTAGE AGENTS AND COMPLIANCE AGENTS: A GLIMPSE INTO THE WORLD OF COVERT OPERATIONS AND AI

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AN IFAs REPUTATION

WINRAR AND AN IFA REPUTATION

The Editor

IFAs struggle with sending secure information across the internet, here is how

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feed the machine

TRUST AND THE SOFTWARE

The Editor

At BAT Software, we take great pride in agent training—it is one of the most thrilling aspects of developing the AI agents tasked with file

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ENHANCEMENT TO ID VERIFICATION IN BAT SOFTWARE

The Editor

The biometrics ID Verification uses OCR (Optical Character Recognition) technology, which verifies identity documents such as passports, driver’s licenses, or ID cards.

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