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FILE COMPLETENESS TOOL WILL TRANSFORM YOUR COMPLIANCE

The Editor

FCA criticisms are specially reserved for those who claim their own internal QA checks are sufficient, and go on to prove otherwise, with a bungling

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BAT ARE SITTING ON A BOMB

Charlie Palmer

I

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BAT AI FILE CHECKER AND THE AUTOMATED RECOGNITION OF FILES

The Editor

The automated recognition of files came this week.This means that fact finds and suitability reports are automatically recognised. Watch this space. Automated recognition of files.

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BAT AI FILE CHECKER IMPROVEMENTS OF NOTE FOR FCA SECTOR

The Editor

For file checkers BAT made their life easier this week by creating an index system for the files.Files are checked when uploaded by the AI

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BAT IMPROVEMENTS OF NOTE FOR IFA UPTAKE

The Editor

BAT AI improvements this week have been flowing fast.

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QUILTER DOMINATING FUND FLOWS IN FCA SECTOR

The Editor

Quilter – 15% of all new biz posted by our 849 IFA active users is custody of FUM going to Quilter.

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FILE CHECKING CONSISTENCY USING AI FOR COMPLIANCE

The Editor

Why don’t BAT AI FILE CHECKER get the same answer every time? It does. Or to be more precise, if the answer is wrong, then

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CHECK YOUR FILES WITH BAT AI BUT WHAT QUALIFICATIONS?

Charlie Palmer

Experienced, practicing and qualified practitioners (only) train the BAT AI.

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BAT AI AND THE OWNERSHIP OF IFA DATA

The Editor

Don’t give your data away.USE BAT FILECHECKER AI When file checking, the data belongs to your firm, not to BAT.So why are you using your

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MORTGAGE BROKERS AND THE LEARNING PROCESS FOR FILE CHECKER AI

Charlie Palmer

THE LEARNING PROCESS FOR FILE-CHECKER AI

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