Sport and great client advice share one thing: preparation, performance and partnerships.
It’s time your CRM helped you deliver all three.
Whether it’s developing a game plan, staying ahead of the curve, or making the right call under pressure – great advisers, like elite athletes, focus on preparation, precision, and putting their clients first. The best outcomes don’t happen by chance – they’re the result of strategy, insight, and the drive to deliver at every stage of the journey.
That’s why leading firms choose Twenty7tec CRM – the all-in-one platform that gives your business the edge.
for advisers, admin and compliance
across mortgage, protection & wealth
and fast submissions
via email, SMS and client portal
and FCA-ready reports
to reduce risk and error
As part of our campaign to help advisers play like pros, we’re giving you the chance to win some great golfing gear.
General Competition Terms and Conditions
1. The competition is open to existing, previous and non-Twenty7tec customers.
2. To make a valid entry, you must complete the web form directly above and correctly submit a ‘spot the ball’ submission.
3. There is only one reward for the winner who will be selected at random from all correct entries.
4. Only one entry (the first submission) will be accepted per individual.
5. The competition will close on 31 July 2025 with the winner being notified by Twenty7tec within 1 week of the closing date.
6. There is no cash alternative and Twenty7tec reserve the right to withdraw, alter or replace the Amazon £50 gift card with an alternative, subject to availability.
12. This competition is available to UK residents only. In the event of any disputes, the decision of Twenty7tec is final.
13. This prize should be declared in your annual tax return or declared as a benefit in kind.
“This will be our fourth CRM system over the past 10 years, and so far, it’s been the best experience we’ve had. We’re still learning the system’s full capabilities, but the support and onboarding have been excellent, and our clients are already giving us great feedback.”
Featuring industry leaders, experts and specialists, brought together to discuss the important issues affecting you and your business, Twenty7tec’s Elevate webinar series aims to inform, educate and inspire – helping you take your business to the next level.
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