Easier document management workflows are coming into bat, add a product, attach the documents and activate the AI

Easier document management workflows are coming into bat, add a product, attach the documents and activate the AI

Tired of keying data multiple times into your CRMs to get MI reporting? BAT’s new update coming on May 5th will help you with this.

A simpler way to request independent file checks is on the way. From 4 May, a new streamlined form will make it easier to upload multiple cases, manage documents, and navigate the process with greater clarity.

A simpler way to request independent file checks is on the way. From 4 May, a new streamlined form will make it easier to upload multiple cases, manage documents, and navigate the process with greater clarity.

Over the coming updates, you’ll begin to see a more refined client experience and a cleaner presentation of key information. The overall goal is simple: to make important details easier to find, everyday workflows more seamless, and the platform feel more consistent throughout.  

Over the coming updates, you’ll begin to see a more refined client experience and a cleaner presentation of key information. The overall goal is simple: to make important details easier to find, everyday workflows more seamless, and the platform feel more consistent throughout.  

We have newly published on BAT Auto-Report feature a number of documents, as shown below.These are draft reports generated by BAT following your inputs from FF or questionnaire.

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.