New advisor marketing platform launched by Twenty7tec

May 16, 2023 by Brendan O'Neill

Mortgage Advisors

Twenty7tec is introducing a new online platform for marketing purposes that is being targeted at advisors who work within the mortgage, protection and financial sectors.

Called COMMUNICATE, this new platform will offer those advisors that use it a variety of tools to help them in generating new work leads. It will be possible to embed them into the various channels that an advisor uses to communicate with clients, such as social media sites and their official business websites.

The platform will also enable advisors to create and send out marketing materials to both potential new clients and current ones via social media, telephone, SMS, WhatsApp and email. If one of these campaigns grabs the attention of an individual, a COMMUNICATE chatbot run using AI will provide them with an initial point of contact, before referring them to the advisor at a suitable time.

COMMUNICATE is the work of the Meet Parker team led by Freddie Savundra. This company was taken over by Twenty7tec at the start of the year and is now being totally incorporated into its parent firm.

Speaking to Financial Reporter, James Tucker from Twenty7tec said:

“The launch of COMMUNICATE is the culmination of three years of work by Freddie and his team to build the most sophisticated digital marketing platform that the financial advice market has seen.”

This platform sounds like it will help mortgage advisors to promote their services after completing CeMAP courses. In this economic climate, no business can truly afford to stand still in terms of generating new leads and work opportunities.