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Every aspect of your financial planning journey needs to be automated, and by introducing a customizable workflow, the tool BAT is shaped to your requirements.


Enhance efficiency

Introduce teamwork

Increase productivity

Increase overall performance

Adapt to evolving requirements and challenges

Process platform automation with zero coding skills

AUTO print SR from FF

from FF to quote and SR and submit on the same page.

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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.

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