

tech is the bridge for lowering compliance costs

Protection Suitability Report (SR) has been added to the Auto Report section in BAT

Our trials have shown that a reasonably skilled adviser can complete the questions in just 20 minutes, while a paraplanner unfamiliar with the case at the outset can do it in around 30 minutes.

LESSONS FOR IFAS AND MORTGAGE BROKERS Apple recently ventured into the Buy Now Pay Later (BNPL) space, aiming to develop its own application. Partnering with

SABOTAGE AGENTS AND COMPLIANCE AGENTS: A GLIMPSE INTO THE WORLD OF COVERT OPERATIONS AND AI

IFAs struggle with sending secure information across the internet, here is how

At BAT Software, we take great pride in agent training—it is one of the most thrilling aspects of developing the AI agents tasked with file

The biometrics ID Verification uses OCR (Optical Character Recognition) technology, which verifies identity documents such as passports, driver’s licenses, or ID cards.

The Bed and ISA season is here, and over the next few months, a significant portion of the 4 million current stocks and shares ISA

There is nothing quite like a deadline to focus the mind. We all remember cramming for exams as students. Deadlines have a unique way of