Twenty7Tec and Eligible ai Announce Partnership to help advisers Retain Clients

  • Technical
  • 23.03.2021 08:35 am

Mortgage technology solution providers Twenty7Tec and Eligible ai today announce that they have entered into a partnership with the intent of delivering solutions that will encourage advisers to use technology to help increase retention rates of existing clients.

With this partnership, Twenty7Tec and Eligible will collaborate in the design, development and deployment of technology that helps advisers easily and automatically maintain regular contact with both existing and new clients through the client lifecycle. 

Twenty7Tec designs and builds technology that is intended to make the process of searching, applying for and obtaining a mortgage, simpler, faster and more efficient. The company’s CloudTwenty7 platform is used by over 14,000 advisers to both search and apply for mortgages for their clients.

Retain is Eligible’s client retention tool which communicates on behalf of firms, picking up clients at completion. Retain supports advisers by automatically educating and keeping in touch with clients throughout their product lifecycle up until review.

James Tucker, CEO of Twenty7Tec, commented:

We are very aware of the role that technology needs to play in helping advisers maintain regular contact with their clients, ensuring the continued delivery of excellent customer service and supporting client retention. In Eligible ai, we have found a partner who also understands the role that technology providers need to play in supporting advisers with retention, and we look forward to working with them in the months and years ahead.” 

Rameez Zafar, CEO of Eligible, added:

We’re excited to announce this partnership with Twenty7Tec. We believe retention starts the day after completion – so this partnership is about having connectivity that facilitates this. Our shared vision is to jointly design and deliver solutions that ensure advisers retain as many of their clients as possible in the face of increasing competition. With potential challenging markets ahead, advisers may see their customer acquisition costs rise; and this partnership will streamline retention to offset this pressure.”

About Twenty7Tec:

Twenty7Tec’s CloudTwenty7 platform is designed to make the process of searching, applying for and obtaining a mortgage simpler, faster and more efficient. The platform is used by all participants in the mortgage market, from lenders to mortgage advisers, to comparison sites and even end customers.

About Eligible Ai. is an award-winning mortgage software technology firm, established in 2017.  Eligible is focused on building personalised relationship solutions for financial services in the mortgage market. Their pilot solution is Retain - a smart client engagement platform designed to help advisers keep clients for life. Eligible is on a mission to help financial services keep clients forever, they work closely within industry to support productivity, save time, and reduce costs and deliver solutions that are product-market fit. They are continuously making improvements to their platform to help streamline and automate the mortgage client lifetime journey and are helping firms make the most out of their most valuable asset, their data. Currently allowing over 700 advisers to have peace of mind that their clients are being taken care of, whilst they can focus solely on advice.

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