Twenty7tec

Twenty7tec Simplify, streamline and digitise financial services.

We work with some of the most recognisable firms in financial services, from mortgage and wealth advisers to lenders, providers, and technology partners.

Vote in the comments 👀 what do our desks say about us….. ☝🏼
04/06/2026

Vote in the comments 👀 what do our desks say about us….. ☝🏼

03/06/2026

It’s the hands behind the back ….. 👴🏻

Data fragmentation is one of the biggest barriers to efficiency in financial services 💡When client information is spread...
02/06/2026

Data fragmentation is one of the biggest barriers to efficiency in financial services 💡

When client information is spread across multiple systems, processes become slower, rekeying becomes unavoidable, and maintaining a clear audit trail becomes more challenging.

As Nathan Reilly explores in this latest article with Mortgage Solutions, the CRM should be more than a place to store client records. It should act as the central hub that connects data, workflows, communication, and advice processes, creating a single source of truth across the business.

The result?

✔ Less duplication
✔ Fewer errors
✔ Stronger compliance processes
✔ A smoother experience for advisers and clients alike

Read the full article👇 https://www.mortgagesolutions.co.uk/better-business/business-skills/2026/05/18/why-crm-should-lead-the-response-to-data-fragmentation-reilly/

🎙️ Get ready for something exciting coming on Monday ….. ✨ 🚀 What separates top-performing advisers from everyone else? ...
29/05/2026

🎙️ Get ready for something exciting coming on Monday ….. ✨

🚀 What separates top-performing advisers from everyone else? 👀

In the next episode of ELEVATE, we’re joined by entrepreneur and Wealthy Advisers Club founder, Terry Blackburn, to discuss lead generation, protection, business growth, AI, client retention and the habits that help advisers build truly scalable businesses.

💡 Why do some advisers thrive while others stand still?
📈 How important is marketing in today’s advice landscape?
🤖 What role will AI play in the future of advice?

If you’re looking to grow your business, generate more leads and future-proof your advice proposition, you won’t want to miss this one.

🎧 New episode drops Monday.

28/05/2026

Merch haul from ? 😍 absolutely yes 👏🏼


GB Bank


Fleet Mortgages



CynQ

27/05/2026

Our CRO Kate Buckley speaking at FP Live event earlier this year 💡

26/05/2026

💥 “The client lost over £100k… simply because FX risk wasn’t considered early enough.”

In this clip from ELEVATE, Smart Currency Exchange shares a real example of how currency fluctuations during the mortgage process can dramatically impact affordability and property purchases.

The reality?

🌍 Global events move markets fast
💷 Exchange rates can shift significantly in months, weeks… even days
⚠️ And many clients don’t realise the risk until it’s too late

This is why identifying foreign exchange needs early in the advice journey matters.

🎧 Watch the full episode now on YouTube or Spotify 🌟

22/05/2026

Sadly, he did not fall. We will wait for next time ☝🏽👩🏽‍💻👀

Celebrating 30 years of with some lovely gifts! 🎁 a big thankyou from the team 🙌🏼🫱🏽‍🫲🏼
22/05/2026

Celebrating 30 years of with some lovely gifts! 🎁 a big thankyou from the team 🙌🏼🫱🏽‍🫲🏼

🌍 “Foreign exchange risk isn’t really part of the mortgage journey” Or is it impacting more cases than advisers realise?...
21/05/2026

🌍 “Foreign exchange risk isn’t really part of the mortgage journey” Or is it impacting more cases than advisers realise? 👀

In the latest episode of ELEVATE, Twenty7tec is joined by Smart Currency Exchange to explore how international money transfers, currency fluctuations and global uncertainty can directly impact affordability and property purchases.

With around 1 in 5 mortgage cases involving some form of foreign exchange, this is no longer a niche conversation.

🎧 Watch now to learn how advisers can better protect clients, reduce risk and create a stronger customer journey 🌟

Link in our bio or in the News Section of our website! 🔗

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Bournemouth
BH88EZ

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+441202553457

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