


The biggest problem with these events is talking to the right person. Time and again I am referred on to another person once I have

One of the biggest gripes in financial services is the number of software systems required, and feedback on using APIs to improve the experience for


Regulation can drive irrational behaviour. Metro bank got fined by FCA for poor controls and almost overnight the bureaucracy of repeatedly verifying id (unlike Lloyds


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

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

The US is deregulating, while the UK continues to drift with no real direction on regulation of IFAs.

THE ADVANTAGES OF BAT AI FOR COMPLIANCE