Transform complex data into decision-ready intelligence

INSIGHT Pro is the configurable analytics solution that transforms adviser behaviour, market interactions, lender products and criteria into decision-ready insight. 

Supported by AI, users can connect data from across the advice journey, uncover trends, identify opportunities and make faster, evidence-based decisions. 

What this means in practice

01

Configure intelligence around your business

Every business measures success and risk differently. INSIGHT Pro allows organisations to identify trends, bottlenecks, risks and market opportunities that align directly to their own commercial objectives and governance requirements.

02

Answer your questions, not ours

Move beyond predefined dashboards. INSIGHT Pro gives you the flexibility to filter, sort and analyse data at a highly granular level, allowing you to build views around the questions your business actually needs answered.

03

Identify undiscovered opportunities

Understand adviser behaviour, customer demand, market trends and operational performance, benchmarked amongst your peers. Surface opportunities, emerging patterns and commercial risks before they impact outcomes.

04

Turn insight into repeatable processes

Ensure the right information reaches the right people at the right time without relying on manual reporting processes. Save time by creating customised reports once and exporting them as often as needed, reducing repetitive manual work and improving efficiency.

05

Automated threshold monitoring

Schedule reports, automate outputs and configure alerts around any aspect of product or market performance metrics, giving you peace of mind that you'll be able to react quickly when changes happen.

Find out how INSIGHT Pro can work within your firm

Would you like to move from “I think” to “I know”?

Additional key capabilities of INSIGHT

Highly granular filtering and data exploration

Filter data at both report and visualisation level using layered logic, custom date ranges, multiple dimensions and flexible time periods to uncover deeper insight and enable faster, more confident decision making.

Flexible reporting and visualisation

Configure dashboards, charts and reports around the metrics that matter most. Adapt outputs to suit operational teams, management functions, compliance oversight and executive reporting.

Automated reporting and distribution

Schedule any saved report or dashboard with configurable recipients, formats and frequencies. Reduce manual reporting effort while improving consistency and governance.

Intelligent alerts and monitoring

Configure automated notifications and report generation when thresholds are breached, trends emerge or conditions change. Ensure key stakeholders are informed without constant dashboard monitoring.

Natural language AI data querying

Interrogate complex datasets using natural language queries, helping users uncover insight faster without requiring specialist reporting expertise.

Executive-ready outputs

Generate clear, exportable reports and visualisations that support governance meetings, strategic planning and commercial decision making.

Know where the opportunity is. Act on it.

See beyond market performance. Understand the intermediaries behind it.

Understanding what's happening across the mortgage market is essential. But knowing which intermediary firms and advisers are driving that activity can provide a clearer picture of where commercial opportunities exist.

The Intermediary Module within INSIGHT Pro enables lenders to move beyond market-level trends and explore the sourcing behaviour of individual firms and advisers.

Drawing on sourcing intelligence from over 15,000 advisers using Twenty7tec RESEARCH, it provides greater visibility into where activity is coming from, helping lenders identify opportunities, prioritise resources and make more informed commercial decisions.

Turn intermediary intelligence into commercial opportunity

Identify where opportunity exists

Understand which firms and advisers are showing relevant sourcing behaviour, helping your teams focus attention where the data indicates commercial potential.

Understand what's driving performance

Go beyond overall market trends to explore intermediary behaviour, identify where your proposition is gaining traction and understand where further opportunities may exist.

Focus sales and marketing investment

Use intermediary, product, geographic and market intelligence to align commercial activity with evidenced demand, helping teams prioritise their time and resources more effectively.

Make intermediary engagement more relevant

Give BDMs a clearer view of individual firms' sourcing activity, supporting more informed, evidence-based conversations and stronger commercial engagement.

Move from market insight to commercial action.

Discover how the Intermediary Module within INSIGHT Pro can help your teams understand where opportunities exist and focus their efforts where they matter most.

Speak to our team

INSIGHT Pro in action

INSIGHT Pro helps lenders move beyond assumptions and make decisions backed by real market intelligence.

Saffron Building Society uses INSIGHT Pro to analyse adviser behaviour, validate market opportunities and support evidence-based product development. By replacing disconnected data sources with one configurable analytics platform, the team has transformed how it evaluates opportunities and responds to changing market conditions.

  • 01

    Evidence-backed product decisions

    INSIGHT Pro enables Saffron to validate market opportunities with real adviser behaviour, replacing assumptions with objective data and giving stakeholders greater confidence in product development decisions.

  • 02

    Research completed in hours, not days

    Analysis that previously required multiple data sources and days of manual investigation can now be completed in hours, and sometimes even minutes, freeing the team to focus on strategic priorities.

  • 03

    A deeper understanding of market demand

    With highly granular market intelligence and historical trend analysis, Saffron can identify emerging opportunities, benchmark market activity and respond more quickly to changing adviser and customer needs.

Better product decisions. More relevant mortgage choices.

See how your next mortgage product measures up before it goes to market.

In a changing mortgage market, understanding how new products could compete is essential. With affordability pressures and evolving borrower needs, lenders need the confidence to develop propositions that are both competitive and relevant.

Bespoke Products within INSIGHT Pro enables lenders to model proposed mortgage products and compare them against existing options in the live market.

Giving your product and proposition teams a clearer view of the market, helping you explore new opportunities and make more informed decisions before launch.

Explore what's possible with Bespoke Products

Understand your competitive position

See how proposed mortgage products compare with what's already available, helping you evaluate their potential market positioning before launch.

Explore new product opportunities

Model and review potential mortgage propositions in a dedicated environment, giving your team greater flexibility to explore ideas and assess different options.

Support more relevant mortgage choices

Use market comparisons to inform product development decisions, with the potential to create propositions that better reflect the needs of advisers and their clients.

Make your next product decision with a clearer view of the market.

Discover how Bespoke Products within INSIGHT Pro can support your product development process.

Speak to our team

Bespoke Products is an additional licensed capability within INSIGHT Live Sourcing, available to users with the appropriate licence.

SPEAK TO TWENTY7TEC

Move from
"I think" to
"I know"

INSIGHT Pro helps you understand why it happened, what it means and what to do next. 

Stop working around static reports. Start building better business outcomes with technology-powered analytics.

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