CRM-LITE
Purpose-built CRM-lite system, utilised by IFAs to streamline their operations.
+ £20
per user per month
Client/Prospect Management
Maintain your client data in the BAT Software, with auto sanction checking, ID verification and client vulnerability. Set client review dates for reminders.
Task Management
The process of organising, planning, prioritising, and tracking tasks or activities to be completed within a project, team, or individual workflow. Actionable tasks, assigning responsibilities, setting deadlines, and monitoring progress to ensure that tasks are completed efficiently and effectively.
Customised FF
Customising your very own fact find tailoring the questionnaire to gather information about a client’s financial situation, goals, and preferences to fit the specific needs and circumstances of the client or the business.
Client Portal
This is secure online platform that allows businesses to interact and collaborate with their clients in a centralized digital environment. Send secure messages & documentation.
Workflow
By customising workflows to suit the specific needs and objectives of your business, you can enhance efficiency, productivity, and overall performance while effectively adapting to evolving requirements and challenges.
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Book a Demo
Fill out the form to schedule a demonstration at your convenience.
This demo will showcase the key functionalities of BAT Compliance Manager and BAT CRM-PRO or CRM-Lite.
Additional Free Trial Available
24/7 Online Support
No credit card required