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.
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.
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.
FCA issued Feedback Statement FS25/2 last monthhttps://content.govdelivery.com/accounts/UKFCA/bulletins/3c6b0be You must demonstrate how you’re embedding the Duty: governance, outcome-monitoring, data on vulnerable customers, product/service alignment. If you’re
The impact of a secure payment app that cannot be hijacked or corrupted by individuals or governments is revolutionary. The technology is in place, and
Cashflow forecasting is dying. Why not use OpenAI when it’s free? What about commission reconciliation? Another challenge AI is coming for.This can easily be done
Question: what is the most exciting thing to hit retail financial services since ETFs?
This week marks the 33rd year since I finished my Allied Dunbar sales-associate course at their training centre just outside Swindon. I determined to stick
33 years since I finished my Allied Dunbar sales-associate course
