Get away from spreadsheets and create your very own registers in a secure system, with permissions to share with your wider team or keep to yourself.
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GOODBYE SPREADSHEETS – HELLO BAT
BAT also developed a tool to allow for access by a prescribed team inside the application at all times. Now advisers will have their own data buckets held on Amazon, but reachable via a configurable format.
The document storage facility in BAT is simple enough to access, and far in excess of any other application in the industry.
TANGIBLE INDUSTRY BENEFIT
Document storage is the holy grail of financial advice, because if held in structured format the information is accessible for searches by AI, enabling the reader tools to improve and become personal assistants to staff employees.
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