Webinar: From CRM to Cashflow: Transforming Advice Journeys with Twenty7Tec and FinCalc

By the end of this session, attendees will:

 Understand how the new integration between Twenty7Tec CRM and FinCalc streamlines client onboarding and financial planning workflows.

 See first-hand how to create or import clients into FinCalc using the launch button within Twenty7Tec CRM.

 Explore FinCalc’s key features – including cashflow, retirement, and IHT modelling – and how they enhance client understanding and engagement.

 Discover the training and ongoing support available to ensure firms maximise the value of their integration.

 Gain insight into FinCalc’s development roadmap, including upcoming features that will further strengthen planning and reporting.

 Learn how FinCalc supports adviser compliance and auditability in line with the FCA’s Retirement Income Review (Thematic Review).

 Recognise the “Why FinCalc?” advantage – how the platform helps improve both client outcomes and firm efficiency through simplicity, transparency, and engagement.

Watch a live case study demonstrating an approaching-retirement client journey – from data import, through modelling, to generating and uploading a final report back into Twenty7tec CRM.

Speakers:

David Teague
Product Owner·Twenty7tec

Gavin Shears
Senior Relationships Manager·FinCalc