Update: Keyless CRM Arrives to BAT

A simpler way to request independent file checks is on the way. From 4 May, a new streamlined form will make it easier to upload multiple cases, manage documents, and navigate the process with greater clarity.

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Product Update: Keyless CRM and Sign Off

Over the coming updates, you’ll begin to see a more refined client experience and a cleaner presentation of key information. The overall goal is simple: to make important details easier to find, everyday workflows more seamless, and the platform feel more consistent throughout.  

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Coming Soon: A Smoother, Clearer Platform Experience

Over the coming updates, you’ll begin to see a more refined client experience and a cleaner presentation of key information. The overall goal is simple: to make important details easier to find, everyday workflows more seamless, and the platform feel more consistent throughout.  

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Product Update: Renaming Sections

At BAT, we have developed a new feature that will significantly improve the Business Book. Advisers will now be able to see instant feedback on document completeness.

The aim of this change is to help both advisers and compliance officers reduce friction points, especially when certain documents or important information are missing.

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Product Update: AI for Advisers!

At BAT, we have developed a new feature that will significantly improve the Business Book. Advisers will now be able to see instant feedback on document completeness.

The aim of this change is to help both advisers and compliance officers reduce friction points, especially when certain documents or important information are missing.

Read More »