BAT AI SEMINAR SERIES 2025
The Editor
July 25th An introduction to AI for IFAs click here August 8th Cyber security for Financial Services Practices click here August 22nd Practical use cases
July 25th An introduction to AI for IFAs click here August 8th Cyber security for Financial Services Practices click here August 22nd Practical use cases
AI IS TRACKING YOUR KEYSTROKES: DATA FOCUS
“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
BAT-AI FILE CHECKER
SCORES FILES FOR A TENNER!
Scale, accuracy, consistency and cost.
BAT file checks are automated at just £10 to provide a suitability score.
For BAT, Compliance is a competitive edge.
BAT is the holy grail of process for IFAs. BAT Auto Report writer provides Consistency, Scale, Cost, Accuracy.
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.
Automation is killing active fund management, but for IFAs, automation means less admin and more advising.
