It’s been a busy few weeks for the Twenty7tec team as we’ve been out meeting advisers, sharing new technology and having conversations about the future of mortgage advice. And if there’s one thing these conversations have reinforced, it’s that advisers want technology that makes their working lives easier, not more complicated.
We kicked things off at the Wealthy Advisers Club conference on 6 October, where we had the opportunity to showcase Steppl and speak to advisers about the challenges of managing client communication, collecting documents and maintaining relationships beyond mortgage completion.
Steppl has been designed to help address these everyday frustrations, giving clients a secure place to communicate with their adviser, share documents, complete tasks and stay informed throughout their advice journey.
The conference also marked the announcement of the Wealthy Advisers Club’s new membership programme and technology package. We’re pleased to be partnering with the Club to make our ADVICE CRM available as part of its new Tech Pack, alongside technology from other industry providers. The initiative aims to make essential business technology and training more accessible to advisers, helping them build efficient and sustainable advice businesses.
Our next stop was Mortgage Innovation & Technology Live in London on 13 October, bringing together advisers, lenders and technology providers to discuss how innovation is shaping the future of the mortgage industry. For us, these conversations are about more than introducing new platforms. They’re about understanding how technology can better support the relationship between advisers and their clients. That’s a big part of the thinking behind Steppl.
We also took Steppl to MAE Manchester, where the team had another opportunity to meet advisers face-to-face, demonstrate the platform and discuss how it could support their businesses. It was a very successful event for the team, generating a strong number of leads and plenty of conversations to follow up on. Our merchandise also proved popular, giving visitors another reason to stop by and say hello!
But beyond the leads and giveaways, the real value of these events is the opportunity to listen. Hearing directly from advisers helps us understand which challenges matter most, what they’re looking for from their technology and how we can continue developing solutions that fit around the way they work.
Across all three events, we’ve enjoyed introducing Steppl, strengthening industry relationships and sharing how Twenty7tec is working to make financial advice technology more connected and straightforward.
A huge thank you to everyone who visited us, joined the conversations and took the time to learn more about what we’re doing. We’re looking forward to continuing those conversations and helping more advisers discover what Steppl could mean for their businesses.
Find out more about Steppl: www.twenty7tec.com/client-portal-steppl-twenty7tec
