Twenty7tec (@twenty7tec) 's Twitter Profile
Twenty7tec

@twenty7tec

Transforming financial advice through technology.

ID: 2775988629

linkhttps://linktr.ee/twenty7tec calendar_today19-09-2014 15:04:55

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Financial Reporter (@f_reporter) 's Twitter Profile Photo

Twenty7tec has welcomed two senior hires to its sales leadership team to strengthen support for clients. Adam Newman joins as head of sales and Stephen Rhodes has been appointed national sales manager. Twenty7tec financialreporter.co.uk/twenty7tec-str…

Twenty7tec (@twenty7tec) 's Twitter Profile Photo

Tired of doing all the heavy lifting? Too many systems. Too much data entry. Compliance headaches. Our all-in-one CRM streamlines advice, admin, sourcing & compliance. Time for a partner that pulls their weight. 👉 loom.ly/lJR8784

Tired of doing all the heavy lifting?

Too many systems. Too much data entry. Compliance headaches.
Our all-in-one CRM streamlines advice, admin, sourcing & compliance.

Time for a partner that pulls their weight.

👉 loom.ly/lJR8784
Twenty7tec (@twenty7tec) 's Twitter Profile Photo

Your CRM should work your way – personalised & fast-paced. Ours adapts to your workflow with: • Custom advice journeys • Flexible templates Because love – and compliance is in the details. Find your CRM match: loom.ly/LnUg4Uk

Your CRM should work your way – personalised & fast-paced.
Ours adapts to your workflow with:
• Custom advice journeys
• Flexible templates

Because love – and compliance is in the details.

Find your CRM match: loom.ly/LnUg4Uk
Twenty7tec (@twenty7tec) 's Twitter Profile Photo

🚩 Can’t customise your advice process 🚩 Doesn’t help with compliance Twnety7tec CRM: ✅ Personalised workflows ✅ End-to-end audit trails Ditch the red flags. Take the quiz and find your CRM match.👇 loom.ly/T_23PCU

🚩 Can’t customise your advice process
🚩 Doesn’t help with compliance

Twnety7tec CRM:
✅ Personalised workflows
✅  End-to-end audit trails

Ditch the red flags.

Take the quiz and find your CRM match.👇
loom.ly/T_23PCU
Twenty7tec (@twenty7tec) 's Twitter Profile Photo

This isn’t just a fling—it’s long-term potential. Twenty7tec’s CRM brings together everything you need for advice delivery, compliance, admin and growth. It’s not complicated - it’s Twenty7tec CRM. Book a demo and build something better👇 loom.ly/gMetuC0

This isn’t just a fling—it’s long-term potential.

Twenty7tec’s CRM brings together everything you need for advice delivery, compliance, admin and growth.

It’s not complicated - it’s Twenty7tec CRM.

Book a demo and build something better👇
loom.ly/gMetuC0
Twenty7tec (@twenty7tec) 's Twitter Profile Photo

Day 1 of the BGF Hackathon 2025 is done, and prompt engineering really came into its own. This wasn’t just about writing prompts — we moved quickly and collaboratively, turning an idea into a working prototype in just a few hours.

Day 1 of the BGF Hackathon 2025 is done, and prompt engineering really came into its own.

This wasn’t just about writing prompts — we moved quickly and collaboratively, turning an idea into a working prototype in just a few hours.
Twenty7tec (@twenty7tec) 's Twitter Profile Photo

Your CRM shouldn’t just store contacts—it should drive purposeful comms. With Twenty7tec CRM, client engagement is structured, visible & timely: 💬 SMS, email, and calendar sync 📲 Self-serve client portal Book a demo to build better client journeys. loom.ly/ksNDecE

Your CRM shouldn’t just store contacts—it should drive purposeful comms.

With Twenty7tec CRM, client engagement is structured, visible & timely:
💬 SMS, email, and calendar sync
📲 Self-serve client portal

Book a demo to build better client journeys.

loom.ly/ksNDecE
Twenty7tec (@twenty7tec) 's Twitter Profile Photo

More products. More searches. More pressure. May was busy, but smarter tools make a difference. Enabling advisers to focus on what matters most, helping clients make excellent financial decisions. Dive into the May Market Snapshot: loom.ly/hgpi2Yc?utm_so…

More products. More searches. More pressure.

May was busy, but smarter tools make a difference.

Enabling advisers to focus on what matters most, helping clients make excellent financial decisions.  

Dive into the May Market Snapshot: loom.ly/hgpi2Yc?utm_so…
Twenty7tec (@twenty7tec) 's Twitter Profile Photo

May was a record-breaking month for mortgage searches - are your systems built to keep up? With product availability at an all-time high, advisers need tools that cut through the noise and speed up decision-making. Check out the May Market Snapshot: loom.ly/svsxDok

May was a record-breaking month for mortgage searches - are your systems built to keep up?

With product availability at an all-time high, advisers need tools that cut through the noise and speed up decision-making.

Check out the May Market Snapshot:  loom.ly/svsxDok
Twenty7tec (@twenty7tec) 's Twitter Profile Photo

Join us for the next Elevate webinar: Diversifying for growth & resilience Thursday 26 June, 11am GMT Hear from Mabel Insights, Advise Wise & the Equity Release Council as we explore how advisers can adapt and grow in 2025. Sign up: loom.ly/vn2CY9Y

Join us for the next Elevate webinar: Diversifying for growth & resilience

Thursday 26 June, 11am GMT

Hear from Mabel Insights, Advise Wise & the Equity Release Council as we explore how advisers can adapt and grow in 2025.
 
Sign up: loom.ly/vn2CY9Y
Twenty7tec (@twenty7tec) 's Twitter Profile Photo

From adviser to admin to compliance to business owner—everyone’s covered. Our CRM is designed with role-specific workflows that support how your firm actually operates. - Custom fact-finds & templates - Task flows tailored by role Book a demo to explore: loom.ly/08DHjN8

From adviser to admin to compliance to business owner—everyone’s covered.

Our CRM is designed with role-specific workflows that support how your firm actually operates.
- Custom fact-finds & templates
- Task flows tailored by role

Book a demo to explore: loom.ly/08DHjN8
Twenty7tec (@twenty7tec) 's Twitter Profile Photo

The future of mortgage advice isn’t just digital, it’s unified. May’s data shows advisers and lenders are handling more volume than ever. But the firms winning are the ones simplifying how they work. 📈 See how the market’s evolving in our May Snapshot: loom.ly/zurMggk

The future of mortgage advice isn’t just digital, it’s unified.

May’s data shows advisers and lenders are handling more volume than ever. But the firms winning are the ones simplifying how they work.

📈 See how the market’s evolving in our May Snapshot:  loom.ly/zurMggk
Twenty7tec (@twenty7tec) 's Twitter Profile Photo

"Advisers must get to grips with modern equity release," says Kelly Melville-Kelly of the Equity Release Council. Join us at 11am on Thurs, 26 June for this essential session to stay ahead. 👉 loom.ly/9M6d_N4

"Advisers must get to grips with modern equity release," says Kelly Melville-Kelly of the Equity Release Council.

Join us at 11am on Thurs, 26 June for this essential session to stay ahead.

👉 loom.ly/9M6d_N4
Twenty7tec (@twenty7tec) 's Twitter Profile Photo

We’ve partnered with Advise Wise and Age Partnership to bring equity release products and a referral service directly into our sourcing solution. - Refer clients for expert advice - Earn up to £1,500 per referral Available now to all Twenty7tec users at no extra cost.

We’ve partnered with Advise Wise and Age Partnership to bring equity release products and a referral service directly into our sourcing solution.
- Refer clients for expert advice
- Earn up to £1,500 per referral

Available now to all Twenty7tec users at no extra cost.
Twenty7tec (@twenty7tec) 's Twitter Profile Photo

🏅 Champions aren’t born - they’re built. Advisers and lenders: Research | Advice | Connect | Gateway | Insight Five powerful modules. One seamless platform. Smarter advice. Smoother lending. 👉 Book your demo -loom.ly/lhMi4Dk #Fintech #MortgageTech #SmarterAdvice

🏅 Champions aren’t born - they’re built.

Advisers and lenders:
Research | Advice | Connect | Gateway | Insight

Five powerful modules. One seamless platform.
Smarter advice. Smoother lending.

👉 Book your demo -loom.ly/lhMi4Dk

#Fintech #MortgageTech #SmarterAdvice
Twenty7tec (@twenty7tec) 's Twitter Profile Photo

⛳️ GAME ON. Can you spot the hidden golf ball? It’s a fun way to celebrate the tech platform built for top performers. 🏌️ Enter the comp - loom.ly/Zg29Etc #SpotTheGolfBall #MortgageTech #GolfAndAdvice

⛳️ GAME ON.

Can you spot the hidden golf ball?

It’s a fun way to celebrate the tech platform built for top performers.

🏌️ Enter the comp - loom.ly/Zg29Etc

#SpotTheGolfBall #MortgageTech #GolfAndAdvice
Twenty7tec (@twenty7tec) 's Twitter Profile Photo

Did you know? Advisers can now refer clients for equity release advice via Age Partnership – directly from Twenty7tec. Earn an average of £1,500 per completed referral, without any added admin. That’s a smart way to grow your business while offering clients more choice.

Did you know? Advisers can now refer clients for equity release advice via Age Partnership – directly from Twenty7tec.

Earn an average of £1,500 per completed referral, without any added admin.

That’s a smart way to grow your business while offering clients more choice.
Twenty7tec (@twenty7tec) 's Twitter Profile Photo

Final call! 📢 Join us for today's webinar as we discuss: Adviser challenges in 2025 - diversifying for growth & resilience. Ft: - Daniel Edmondson, Advise Wise - Kelly Melville-Kelly, Equity Release Council - Lawrence Cook, Mabel Insights 👉 loom.ly/ASP6DrY

Final call! 📢

Join us for today's webinar as we discuss: Adviser challenges in 2025 -  diversifying for growth & resilience.

Ft:
 - Daniel Edmondson, Advise Wise
 - Kelly Melville-Kelly, Equity Release Council  
 - Lawrence Cook, Mabel Insights

👉 loom.ly/ASP6DrY
Twenty7tec (@twenty7tec) 's Twitter Profile Photo

🎯 In a high-stakes game, precision wins. RESEARCH. ADVICE. CONNECT. GATEWAY. INSIGHT. For advisers & lenders who play to win. 🏆 Book a demo: loom.ly/Yfs787Y #MortgageTech #GolfAndAdvice #FintechTools

🎯 In a high-stakes game, precision wins.

RESEARCH. ADVICE. CONNECT. GATEWAY. INSIGHT.

For advisers & lenders who play to win.

🏆 Book a demo: loom.ly/Yfs787Y

#MortgageTech #GolfAndAdvice #FintechTools
Twenty7tec (@twenty7tec) 's Twitter Profile Photo

Looking to enhance your client outcomes under Consumer Duty? Our new equity release integration with Advise Wise helps you: - Offer more later life product options - Keep everything in one system - Refer to trusted specialists Because better advice = better results.

Looking to enhance your client outcomes under Consumer Duty?

Our new equity release integration with Advise Wise helps you:
- Offer more later life product options
- Keep everything in one system
- Refer to trusted specialists

Because better advice = better results.