“We believe that great technology is easy to learn and even easier to use.”

Twenty7tec is a UK-based B2B fintech firm that specializes in offering cutting-edge technology solutions for mortgage advisers and lenders. In line with innovation, the company has expanded into the wealth and protection advice sectors, making it a key player in the financial technology landscape. Twenty7tec is a firm created by its management team, partnered with a technology-focused venture capital firm, in conjunction with Mortgage Advice Bureau, one of the AIM-listed big businesses and its cornerstone client. In 2014, Twenty7tec released its first product, MortgageSource, providing an enterprise-class mortgage sourcing system. The firm is currently in a partnership with over 17,000 advisers operating within several industries to deliver technology tailored for the business needs and also those of their clients. Company known for user-friendly platforms that remain committed to assisting advisers to efficiently and profitably provide the best advice to their clients, irrespective of business size or type of market.

Overview of Twenty7tec Products

Products for Mortgage Advisers

FINPLAN Home

FINPLAN Home is a comprehensive CRM and practice management solution designed specifically for mortgage advisers. It has customizable workflows and fact-find screens to support individual advice processes. It integrates with third-party systems, streamlining mortgage sourcing, application submissions, and protection quotations. The platform offers up-to-date management information and tracks financial KPIs through its income-matching feature.

Source

Source is an advanced online search engine that assists advisers in finding mortgage, secured, and bridging loan products. It analyzes product criteria and lender affordability to ensure the best recommendations for clients. It can be accessed via the platform or integrated with third-party systems and generates compliant documentation like ESIS and Evidence of Research to support the advice process.

Apply

APPLY streamlines the process of applying for a mortgage with linked lenders. Be it a decision in principle or a full mortgage application, advisers can send client documents securely and receive real-time updates on the status of the application. This platform ensures efficient and secure communication between advisers and lenders, which helps to streamline the application process.

Insight

Insight provides data analytics to track trends in mortgage product demand and performance. By recording every search made in SOURCE, it allows lenders to identify market trends and track individual product performance. This tool serves as a barometer for overall market activity, offering valuable insights for lenders to improve their offerings.

Communicate

Communicate is an inbound lead-generation platform with the ability to manage outbound communication. It offers tools for lead generation across websites, social media, and other channels so advisers can easily connect with both current clients and potential ones. AI capabilities enhance the platform with triage of incoming activities and support for outbound marketing campaigns.

Connect

Connect will be a next-generation digital relationship management platform. Using AI, it will help advisers gather crucial client information throughout the advice lifecycle, not just at the point of advice. It will provide clients with tools to monitor their financial plans and facilitate continuous communication with advisers.

Products for Wealth Advisers

 FINPLAN Wealth

FINPLAN Wealth is a practice management and CRM solution for wealth advisers. It has customizable workflows and fact-find screens to accommodate different financial advice processes. The platform integrates with third-party systems for income and valuation matching, cash flow analysis, and attitude to risk (ATR) tools. It also has income-matching capabilities and provides real-time management information to track financial KPIs.

Communicate for Wealth

Communicate allows wealth advisors to manage all their client communications and generate more leads. From automated campaigns via email, SMS, and social media, the software will keep their clients and prospects engaged. Using AI-driven functions, it assists with the optimization of inbound as well as outbound marketing activities.

Connect for Wealth

It will upgrade client-adviser interaction on the connect platform, which employs AI to gather key information regarding the clients and assists the wealth adviser to monitor financial plans with necessary adjustments. Tools for clients will allow them to track their financial circumstances and require interaction with the advisers at specific instances.

Products for Protection Advisers

FINPLAN Protect

FINPLAN Protect is a protection adviser CRM and practice management. It has flexible workflows and customizable fact-find screens for different protection products. It has third-party system integration. It covers everything in the process of protection advice, from life to general insurance. It also offers income-matching capabilities for financial tracking.

Communicate for Protection

Communicate will be used by protection advisers to generate leads and manage communication. The platform automates campaigns through email, SMS, and social media, enhancing engagement with both existing clients and prospects. AI features optimize marketing efforts and streamline client interactions.

Connect for Protection

The upcoming connect platform will revolutionize client engagement for protection advisers. Using AI, it will gather ongoing client information, helping advisers ensure that protection plans remain on track. Clients will have access to tools to monitor their financial plans and will receive alerts when action is needed.

James Tucker - CEO

"Twenty7tec remains committed to assisting advisers to efficiently and profitably provide the best advice to their clients, regardless of market."