What’s New in BAT
New in: Microsoft SSO Login
Easier document management workflows are coming into bat, add a product, attach the documents and activate the AI
Visual Enhancement: Auto Suitability Reports
Easier document management workflows are coming into bat, add a product, attach the documents and activate the AI
Update: New Upload Forms For Independent Filechecks
Easier document management workflows are coming into bat, add a product, attach the documents and activate the AI
Update: Keyless CRM Arrives to BAT
Tired of keying data multiple times into your CRMs to get MI reporting? BAT’s new update coming on May 5th will help you with this.
Update: Preview Documents Within The Platform
A simpler way to request independent file checks is on the way. From 4 May, a new streamlined form will make it easier to upload multiple cases, manage documents, and navigate the process with greater clarity.
Product Update: New Independent Filecheck
A simpler way to request independent file checks is on the way. From 4 May, a new streamlined form will make it easier to upload multiple cases, manage documents, and navigate the process with greater clarity.
Product Update: Keyless CRM and Sign Off
Over the coming updates, you’ll begin to see a more refined client experience and a cleaner presentation of key information. The overall goal is simple: to make important details easier to find, everyday workflows more seamless, and the platform feel more consistent throughout.
Coming Soon: A Smoother, Clearer Platform Experience
Over the coming updates, you’ll begin to see a more refined client experience and a cleaner presentation of key information. The overall goal is simple: to make important details easier to find, everyday workflows more seamless, and the platform feel more consistent throughout.
Product Update: New Auto SR Builders
We have newly published on BAT Auto-Report feature a number of documents, as shown below.These are draft reports generated by BAT following your inputs from FF or questionnaire.
Product Update: T&C Review and File Check List Filters
We have introduced several improvements across the platform to make workflows smoother and more intuitive. This updates focus on improving the File Check list filters and enhance the experience within the T&C and Financial Exams Suite.
Product Update: Renaming Sections
At BAT, we have developed a new feature that will significantly improve the Business Book. Advisers will now be able to see instant feedback on document completeness.
The aim of this change is to help both advisers and compliance officers reduce friction points, especially when certain documents or important information are missing.
Product Update: AI for Advisers!
At BAT, we have developed a new feature that will significantly improve the Business Book. Advisers will now be able to see instant feedback on document completeness.
The aim of this change is to help both advisers and compliance officers reduce friction points, especially when certain documents or important information are missing.