BAT provides file checks through AI that are Consistent, Scalable, Accurate and Affordable.
You need to get out and about. Leave the back office to BAT
BAT-AI is a file checker co-pilot.
Check for completeness, and serve up a draft file score
BAT is the holy grail of process for IFAs. BAT Auto Report writer provides Consistency, Scale, Cost, Accuracy.
The IFA advises, and creates a feel good factor for the customer.
Protection Suitability Report (SR) has been added to the Auto Report section in BAT
Our trials have shown that a reasonably skilled adviser can complete the questions in just 20 minutes, while a paraplanner unfamiliar with the case at the outset can do it in around 30 minutes.
