THE DEREGULATION PIVOT FOR MORTGAGE BROKERS AND IFAS
Charlie Palmer
The US is deregulating, while the UK continues to drift with no real direction on regulation of IFAs.
The US is deregulating, while the UK continues to drift with no real direction on regulation of IFAs.
THE ADVANTAGES OF BAT AI FOR COMPLIANCE
BAT provides file checks through AI that are Consistent, Scalable, Accurate and Affordable.
Index funds rely on computing and automation to power the liquidity and huge fund collectives.
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
Tracker or active debate generates fascinating debate, and goes to the core of an IFA offering.
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
