If you can’t demonstrate it, it never happened. That is the oldest saying in Compliance, and goes back to my days at Allied Dunbar. Time
Why the FCA missed file checking in recent review of consolidation
Analytics, data and automation are setting new standards for retail financial services. IFAs and mortgage brokers have been slower than many other industries to grab
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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.
