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What is EATT?
EATT 2026 Battle of the Tech Demo – BAT Software
Synopsis:
- AI Assisted File Checks: BAT automatically flags missing data or documents, highlights inconsistencies, and product specific compliance gaps in adviser documents.
- Reduce risk and rework: Empowering Admin, Paraplanners and Compliance teams to Improve file quality, strengthen audit readiness, and catch issues before they escalate.
- Make case reviews faster and consistent: Standardise checks across the team and free up time for better advice outcomes.
In their own words:
BAT Software enables advice firms to create stronger, faster, and more compliant advice cases with a full adviser CRM, New Business processing and AI assisted Compliance Checking.
We will show how to quickly add or import client data, policies, and documents, either manually or seamlessly transferred from Intelliflo and then build a new business case.
The session then brings BAT’s Compliance module to life, using AI to highlight initial completeness pre-sale risks, missing data, and missing documents before a case progresses.
Finally, you’ll see an AI Assisted Full Post Sale Check in action, producing clear summaries and practical guidance on the overall quality and suitability of the advice case, helping reduce rework, improve standards and increase capacity for your Advisers, Paraplanners, Admin and Compliance colleagues.
Company Info
HQ: Gloucester, UK
Founded: 2018
Product Displayed: AI-assisted Advice File Checks
Presenter: Jason Redmond, Sales Director & Marcelo Bracho, Head of Support
