NEW AUTO SUITABILTY REPORT FOR IFAS
The Editor
BAT is the holy grail of process for IFAs. BAT Auto Report writer provides Consistency, Scale, Cost, Accuracy.
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.
LESSONS FOR IFAS AND MORTGAGE BROKERS Apple recently ventured into the Buy Now Pay Later (BNPL) space, aiming to develop its own application. Partnering with
SABOTAGE AGENTS AND COMPLIANCE AGENTS: A GLIMPSE INTO THE WORLD OF COVERT OPERATIONS AND AI
IFAs struggle with sending secure information across the internet, here is how
At BAT Software, we take great pride in agent training—it is one of the most thrilling aspects of developing the AI agents tasked with file
