Twenty7tec
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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.
18/06/2026
Markets can change quickly.
Whether it's inflation data, central bank decisions, political developments or global events, shifts in economic expectations can have a direct impact on mortgage pricing, lender activity and borrower behaviour.
As Nathan Reilly explores in his latest article, the challenge for advisers isn't predicting what happens next. It's being prepared when the market moves.
When products, criteria and rates can change at short notice, technology is playing an increasingly important role in helping advisers stay informed, respond quickly and protect client outcomes.
Because in a fast-moving market, preparation is just as important as reaction.
Read the full article below 👇
https://www.financialreporter.co.uk/you-might-not-be-able-to-predict-the-next-market-shift-but-you-can-prepare-for-it.html
🤝 “Most advisers are sitting on opportunities they don’t even know they have.”
In this clip from ELEVATE, we discuss a simple but powerful referral strategy that can help advisers uncover more opportunities from every client relationship.
It’s not about chasing leads. It’s about asking the right questions, building trust and creating a network that keeps working long after the initial conversation.
Sometimes your next client is already connected to your current one 👀
🎧 Watch the full episode now on YouTube or Spotify 🌟 www.twenty7tec.com/elevate-podcast-what-the-uks-top-advisers-are-doing-differently-with-wealthy-advisers-club-founder-terry-blackburn/
16/06/2026
Technology should make advice easier, not create more admin.
That's why we've enhanced our integration with FinCalc, making it possible for advisers to move directly from a client record in ADVICE to the corresponding client data in FinCalc.
No searching across multiple systems. No unnecessary duplication. Just a more connected workflow that helps advisers spend less time navigating technology and more time focusing on their clients.
As firms continue to look for ways to improve efficiency and simplify day-to-day processes, joined-up technology is becoming increasingly important.
Because better-connected systems don't just save time, they help create better client outcomes too.
15/06/2026
A few snaps from the Barcadia Media Financial Reporter Awards 2026 in Manchester 🥂 Congratulations to all the winners and what a great night!
Safe to say this entertained us for quite a while …. 👀🤣
💡 “How do I get more clients?”
It’s one of the most common questions advisers ask.
In this clip from ELEVATE, we discuss why growing your business isn’t always about working harder. Sometimes it’s about getting back to the basics: finding the right people, having the right conversations and creating opportunities consistently.
Because if nobody knows who you are or what you do, they’re never going to become a client.
🎧 Watch the full episode now on YouTube or Spotify 🌟
A fantastic night attending the Financial Reporter Awards in Manchester 🏆
A room full of great people, great conversation and continued collaboration 👏🏼
09/06/2026
Brokers aren’t looking for more technology.
They’re looking for technology that works together.
New research shows that when advisers review their tech stack, functionality and connectivity matter far more than price alone. The focus is shifting from individual tools to how systems support the entire advice journey.
The reason is simple.
Disconnected systems create duplication, increase admin, and make it harder to deliver a seamless client experience.
When sourcing, criteria, affordability, CRM and communication tools are connected, advisers can spend less time managing processes and more time delivering advice.
Because the future of adviser technology isn't about having more systems.
It's about having the right systems working together.
Read more below 👇 https://www.financialreporter.co.uk/brokers-reviewing-sourcing-technology-as-demand-for-better-connected-systems-grows.html
08/06/2026
Twenty7tec has appointed Daniel Edmondson as National Sales Manager, strengthening its sales team as the business continues to expand its presence across the mortgage, wealth and data market.
Edmondson joins Twenty7tec with extensive experience across the mortgage and later life lending sectors, having worked across both lender and distribution businesses. Throughout his career, he has focused on developing strategic partnerships, supporting advisers and helping firms access specialist lending solutions.
🏡 When should foreign exchange become part of the property purchase conversation? 👀
Many clients don’t realise they’re exposed to currency risk until it’s too late.
In this clip from ELEVATE, Smart Currency Exchange explains why the best time to consider foreign exchange isn’t at completion, it’s right at the start of the mortgage journey.
💷 Overseas savings
🎁 Gifted deposits from family abroad
🌍 International income or property sales
The earlier the conversation happens, the more options clients have to protect themselves from market movements.
🎧 Watch the full episode now on YouTube or Spotify.
www.twenty7tec.com/elevate-sce-podcast/
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