
MI AND THE BAT AND IFA ANNUAL REVIEWS
Mitigate your risk with a blizzard of data, particularly around the annual review process. BAT: THE FUTURE OF COMPLIANCE POWERED BY AI

Mitigate your risk with a blizzard of data, particularly around the annual review process. BAT: THE FUTURE OF COMPLIANCE POWERED BY AI

FCA criticisms are specially reserved for those who claim their own internal QA checks are sufficient, and go on to prove otherwise, with a bungling


The automated recognition of files came this week.This means that fact finds and suitability reports are automatically recognised. Watch this space. Automated recognition of files.

For file checkers BAT made their life easier this week by creating an index system for the files.Files are checked when uploaded by the AI

BAT AI improvements this week have been flowing fast.

Quilter – 15% of all new biz posted by our 849 IFA active users is custody of FUM going to Quilter.

Why don’t BAT AI FILE CHECKER get the same answer every time? It does. Or to be more precise, if the answer is wrong, then

Experienced, practicing and qualified practitioners (only) train the BAT AI.

Don’t give your data away.USE BAT FILECHECKER AI When file checking, the data belongs to your firm, not to BAT.So why are you using your