System optimisations
Marcelo Bracho
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.
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.
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.
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.
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.
