Appointed Exams now In BAT
Marcelo Bracho
BAT T&C keeps getting better. Firms can now set individual tests for specific members of staff, making it easier to turn compliance issues into focused training and follow-up.
BAT T&C keeps getting better. Firms can now set individual tests for specific members of staff, making it easier to turn compliance issues into focused training and follow-up.
A fresher look is coming to BAT. We’re improving layouts, navigation and visual consistency across the platform to make everyday workflows cleaner, quicker and easier to use.
More insight from your BAT data. The new Provider Breakdown report lets managers review provider sign-ups by subcompany or individual adviser, making it easier to spot trends and support better business decisions.
BAT is getting faster. Our latest system optimisations improve Business Book loading and export times, helping firms work with larger volumes of data more efficiently.
A clearer way to assess client vulnerability. BAT’s updated Vulnerable Client check introduces improved questions, a simpler Yes or No outcome, and a refreshed design to make assessments easier to complete and understand.
A cleaner first impression for BAT. Our refreshed login screen brings a more modern look, clearer sign-in fields and improved spacing, while keeping the login process exactly as users know it.
Logging in to BAT just got easier. Microsoft Single Sign-On is now available, giving users a faster, simpler and more secure way to access BAT using their existing Microsoft 365 credentials.
Auto Suitability Reports have had a refresh. A cleaner layout and improved navigation make the report-writing experience easier to use, while keeping the same structured process firms already rely on.
Easier document management workflows are coming into bat, add a product, attach the documents and activate the AI
Tired of keying data multiple times into your CRMs to get MI reporting? BAT’s new update coming on May 5th will help you with this.
