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Posts
- Exciting Update to Our SM&CR Suite: Fully Customisable CAS (Competent Adviser Status) Workflow!
- BED AND ISA SUITABILITY ON AUTO REPORT WRITER
- DEADLINE MOTIVATION
- BAT INTRODUCES VIRTUAL CABLE FOR ACCESS TO THE CLOUD
- SIMPLYIFYING SUITABILITY REPORTS
- PENSION SUITABILITY REPORT LAUNCHED ON AUTO REPORT
- PENSION SUITABILITY REPORT LAUNCHED ON AUTO REPORT
- Analytical vs Generative AI – What do I really need?
- SOCIAL MEDIA ACTIVISTS FACE COURT
- ID VERIFICATION IN BAT
- THE ROLE OF THE IFA IN AI SAFETY
- MICROSOFT’S AI FEATURE SPARKS SECURITY CRISIS FOR FINANCIAL ADVISORS
- SAND IN MY GUN
- SOCIALISM, IFAS AND THE REVOLUTION
- DEFENCE IS THE NEW FORM OF ATTACK
- THE RIGHT TOOL FOR THE JOB
- AI won’t replace your job as an Adviser – Advisers with AI just might.
- RETAIL FINANCIAL SERVICES ARE IN A SWEET SPOT
- SAINSBURY’S ARE SUNK, IFAs AND MORTGAGE BROKERS ARE LAUGHING
- BUY, BORROW OR BUILD – Part 2
- WORKSHOP: AI FOR ADVISERS PART 3
- BUY, BUILD OR BORROW – part 1
- AI removes the grey
- BAT TO RUN SEMINAR ON AI
- QUILTER DOMINATING INVESTMENT FUND FLOWS IN BAT
- The consequences of running your business on Spreadsheets
- How AI can help you report client outcomes to the FCA
- Interview with IFAC CEO & Compliance director
- The AI File Checker
- THE IMPORTANCE OF MI
- SLOW GROWTH AND THE BAT
- IT COSTS AT THE FCA
- FCA HAVE PUBLISHED THEIR FEES FOR NEXT YEAR
- WOODFORD AND HIS COMPLIANCE SUPPORT
- WOODFORD, THE RISE OF UNLISTED SHARES AND BAT
- SHOW AND GO WITH BAT
- BAT SOFTWARE OVERVIEW POST: REFUNDS, ANNUAL REVIEWS AND COMPLIANCE
- FCA Register explained for practitioners – Part 2
- FCA Register explained for practitioners – Part 1
- FINFLUENCERS USE BAT FOR PROMOTION CHECKS
- BAT Key features download
- 90 Second success story
- BAT Compliance manager overview
- Training on prospect onboarding
- Solving IHT with BAT
- Automated paraplanning – FF to SR report automated for Mortgage and GI firms
- What is SM&CR and how it affects my company?
- Maximizing Productivity: A Guide to BAT Software Integration for UK Financial & Mortgage Advisers
- The Evolution of Client Communication: BAT Software Tools for Modern Financial & Mortgage Advisers in the UK
- Cybersecurity in Financial Advising: How BAT Software Safeguards Client Data