MORTGAGE BROKERS AND THE LEARNING PROCESS FOR FILE CHECKER AI
Charlie Palmer
THE LEARNING PROCESS FOR FILE-CHECKER AI
THE LEARNING PROCESS FOR FILE-CHECKER AI
BAT provides file checks through AI that are Consistent, Scalable, Accurate and Affordable.
You need to get out and about. Leave the back office to BAT
File checkers will know how advisers forget to upload relevant documents required for client file checking. Even when advisers are sending files to the FCA
BAT file checks are automated at just £10 to provide a suitability score.
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.
QUILTER – SHARE TIPS FOR WEALTH MANAGERS USING BAT
The IFA advises, and creates a feel good factor for the customer.
