Twenty7tec launches new portal to enhance adviser-client relationships

Twenty7tec has launched Steppl, a new AI-ready client engagement platform that gives clients one place to manage their digital relationship with their adviser, while helping firms reduce chasing, repetition and manual work.

The launch comes as research from the Open Property Data Association found that 62.3% of homebuyers have been asked to provide the same information or documents multiple times, 40.6% find communication between stakeholders the hardest part of homebuying, and 39.5% say chasing for updates makes the experience worse.

Steppl enables advice firms to create configurable client journeys that improve the client experience and reduce administration.

Firms can configure their own fact finds, stages, and tasks around the way they work, whilst additional services including credit information, digital identity and liveness verification and document scanning can be licensed separately and added into the same experience.

Steppl will connect into Twenty7tec's wider technology ecosystem, including ADVICE and RESEARCH, helping information captured from the client flow into the wider advice process. Twenty7tec's wider platform strategy is built around reducing duplicate data and connecting client engagement, sourcing, advice delivery, compliance and reporting.

The platform is also designed to support relationships beyond an individual case, giving clients an ongoing digital connection to their advice firm as new needs and enquiries arise.

James Tucker, CEO of Twenty7tec, said: “Clients don't see a mortgage, pension or protection need as a collection of different systems and processes. They see one relationship with their adviser, and the technology around that relationship should feel just as joined up.

“Steppl gives clients somewhere they can come back to and understand what they have with their adviser, what is happening now and what they need to do next. For the firm, it means collecting information more intelligently, reducing repetition and having a much clearer view of the client.

“The aim isn't to digitise the adviser out of the process. It's the opposite. If technology can take care of more of the collecting, chasing and administration, advisers have more time for the conversations where their expertise matters.”