The challenge for advisers isn’t just finding the right mortgage today. It’s understanding when changing market conditions could create a better outcome for a client tomorrow.
ADAPT helps you identify recommendations that may warrant a second look, helping you stay proactive when opportunities arise.
The advice was right at the time – but markets move. Products change. New opportunities emerge.
Imagine discovering that a client could have reduced their monthly payments months ago.
Not because the original recommendation was wrong – but simply because the market changed.
For many clients, even modest savings can make a meaningful difference.
The opportunity is often there. The challenge is knowing when to look.
ADAPT helps you stay informed when the market changes, making it easier to identify opportunities to review recommendations and support better client outcomes.
A closer look at ADAPT, right inside your existing Twenty7tec workspace.
Identify opportunities that may help clients improve their position when market conditions change.
Engage clients before they come to you, demonstrating ongoing value beyond the initial recommendation.
Clients remember advisers who continue looking after their interests long after completion.
The best referrals often start with a positive client experience.
Twenty7tec are a key partner of ours and deliver reliable, accurate data which helps us source the right products for our clients. It's refreshing to work with a business which has innovation at its heart, rather than being satisfied with being the market leader, and their new ADAPT product helps save us a significant amount of time whilst protecting the advice we've previously provided.
Set your own monitoring thresholds and preferences. Choose the types of market changes you want to monitor so you're only alerted to meaningful opportunities.
Continue using RESEARCH exactly as you do today. No new systems. No new workflow.
ADAPT continuously monitors the market against your chosen criteria. Helping you focus on relevant changes rather than market noise.
When a significant change occurs, ADAPT highlights recommendations that may warrant further review.
Reach out to clients with confidence, helping them navigate changing market conditions and uncover potential savings.
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