SEE TWENTY PEOPLE DAY TO DAY
Charlie Palmer
See twenty people day to day! The secret of success in sales.
See twenty people day to day! The secret of success in sales.
BAT-AI is a file checker co-pilot.
Check for completeness, and serve up a draft file score
Tracker or active debate generates fascinating debate, and goes to the core of an IFA offering.
File checkers will know how advisers forget to upload relevant documents required for client file checking. Even when advisers are sending files to the FCA
July 25th An introduction to AI for IFAs click here August 8th Cyber security for Financial Services Practices click here August 22nd Practical use cases
AI IS TRACKING YOUR KEYSTROKES: DATA FOCUS
“Information is stored on multiple systems or is in storage, and if the Financial Conduct Authority asked them about it, it would take some time
BAT-AI FILE CHECKER
SCORES FILES FOR A TENNER!
Scale, accuracy, consistency and cost.
BAT file checks are automated at just £10 to provide a suitability score.
26 years ago PRU paid 10% of FUM for M&G. It was nine months before the Market high, reached on the cusp of the Millenium.
