CONNECT is the lead-generation layer for advice firms, designed to solve one of the industry’s biggest challenges: finding your next customer.
From ready-made webtools to fully bespoke digital journeys powered by our sourcing and affordability APIs, CONNECT helps firms attract, qualify and engage prospective clients online.
Every interaction is designed to flow seamlessly into the advice journey, turning website visitors into advice-ready opportunities.
Give clients a reason to engage from the first click.
CONNECT provides interactive tools that turn passive website traffic into active interest, helping firms generate measurable opportunities instead of missed visits.
Capture structured information through configurable tools and enquiry journeys.
Clients arrive with context, intent and key information already defined, improving conversion quality and reducing administration.
Every interaction is designed to lead somewhere.
CONNECT turns calculations, product exploration and research activity into captured enquiries that are ready to enter your advice process.
Launch quickly with embedded webtools or scale into fully bespoke journeys through API integration.
No rebuilds. No ongoing maintenance burden. No dependency on developers.
Just controlled deployment aligned to your digital strategy.
CONNECT links directly into ADVICE, Steppl and RESEARCH, ensuring every enquiry becomes part of a continuous, compliant advice journey rather than a disconnected lead.
Display live product information powered by Twenty7tec's sourcing infrastructure, supporting informed decision-making and engagement.
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Help prospective clients understand their borrowing potential before speaking to an adviser, creating more informed conversations from the outset.
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Provide instant visibility of likely transaction costs, helping clients understand the wider financial picture.
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Capture structured information and create higher-quality enquiries from the first interaction.
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See how CONNECT can help you generate more opportunities, improve client engagement and create connected digital journeys.
Need more than out-of-the-box webtools?
CONNECT's sourcing and affordability APIs allow firms to create tailored customer journeys powered by real-time market data.
Build experiences that reflect your brand, processes and customer strategy, from affordability checks and fact finds through to product exploration and lead capture.
Whether you're enhancing an existing website or creating a completely bespoke digital experience, CONNECT provides the infrastructure behind it.
Powered by RESEARCH source APIs, ensuring outputs remain accurate, current and relevant.
Turn website engagement directly into structured enquiries and client records.
Connect directly into ADVICE to eliminate rekeying and support compliance-ready workflows from day one.
Across individual firms, networks and partner groups.
Designed for modern client behaviour.
Maintain calculation logic and product outputs without costly development projects or website rebuilds.
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See how CONNECT can help you generate more opportunities, improve client engagement and create connected digital journeys.
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