USA RUNS 20,000 SEMINARS PA FOR WEALTH MANAGERS
The Editor
You need to get out and about. Leave the back office to BAT
You need to get out and about. Leave the back office to BAT
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
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
“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.
BAT is the holy grail of process for IFAs. BAT Auto Report writer provides Consistency, Scale, Cost, Accuracy.
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.
