Changelog
BAT Software Update History Tracker
New Business Book / Charlie Founded
In 2014 Dan Rey comes from Spain as new developer to map the tech – using google-translate to conduct interview!
2014
File Checking Tool
2015
BAT Software introduces File Checking Tool V1, marking its official entry into the realm of compliance automation with an innovative solution for file verification.
Training and Competence (T&C) / Exams
BAT Software introduces Training and Competence (T&C) modules including learning materials and document library, enhancing employee training with automated exam system
2016
Audits
2017
BAT Software launches Audits module in 2017, all audit material stays online, including findings, remedial actions and follow up sign off.
CRM
BAT Software launches a CRM (Customer Relationship Management) system including editable FF and automated pep-sanction checking tool, marking the launch of a basic practice management system.
2018
Workflow Integration
2019
BAT Software further introduces Workflow Integration capabilities, pushing compliance processes into workflows, and allowing firms to create their own unique workflows.
Client Portal - Mike Clifford
BAT Software introduces its Client Portal, spearheaded by industry expert Mike Clifford, enhancing client communication and accessibility to compliance data.
2020
Peter Hall and Further Workflow Advancements
2021
With the addition of Peter Hall in sales to its team, BAT Software continues to advance with workflow capabilities, cementing its position as a leading provider of compliance automation solutions.
Robo Paraplanning is introduced and BAT hits active 500 Users
The company achieves a major milestone as it reached 500 users. The Robo-paraplanning tool “advice cases” is introduced creating a seamless workflow from FF to quote and submission inside BAT. (mortgage and protection only)
2022
1,000 Active users, Robert Jones joins - Tasks and Activity Management Revamp
2023
BAT Software experiences rapid growth in 2023, surpassing 1500 users. With the addition of Robert Jones to its team, the company focus on market position. BAT also revamps its Tasks and Activity Management system, to allow delegation inside firms.
BAT AI Roadmap
BAT make a significant announcement by unveiling its AI roadmap, marking a pivotal moment for the industry and in the BAT’s journey towards integrating AI into compliance automation solutions.
2024
The journey
NEXT
BAT AI focus is to move compliance from the back office to the front office and put traffic lights on standard procedures, freeing up compliance to focus on checking exceptions, not the routine.
Sounds good? We save the time, while you make the money.
Contact us
BAT Software
Unit 3,
Barnett Way, Barnwood
Gloucester, GL4 3GG
0560 306 9892