/wealth management

News and resources on wealth, investment management, robo and advisor markets worldwide.

Twenty7tec releases new digital marketing platform for mortgage, wealth and protection advisers

Twenty7tec, the leading advice tech business, has today launched COMMUNICATE, a new digital marketing platform for mortgage, wealth and protection advisers.

  0 Be the first to comment

External

This content is provided by an external author without editing by Finextra. It expresses the views and opinions of the author.

COMMUNICATE provides a range of lead-generation tools that can be embedded into websites, social media and other inbound communication channels.

It also allows advisers to design, automate and deliver outbound marketing campaigns to existing and prospective customers through email, WhatsApp, SMS, telephone and social media channels.

Once a person engages with a campaign, COMMUNICATE then uses an Artificial Intelligence (AI) powered chatbot to provide conversational information to the individual before directing them to continue the conversation with an adviser at an appropriate time.

The digital marketing platform was developed by Freddie Savundra and the team from Meet Parker, which Twenty7tec acquired in January 2023. As part of this launch, the Meet Parker team and business have been fully integrated into Twenty7tec, and the Meet Parker brand will cease to exist. Freddie Savundra will continue to work for Twenty7tec, managing and developing further the COMMUNICATE product.

James Tucker, CEO of Twenty7tec, commented, "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. We are hugely excited by this platform's potential to help advisers attract, engage and retain clients."

Freddie Savundra added, "The biggest challenge I faced when working with advice businesses has been how to drive more inbound leads digitally, whilst simultaneously increasing client retention. Existing solutions were either too complicated to use, or it didn’t provide all of the functionality needed. I founded Meet Parker with the goal of making the most customisable and easy-to-use digital marketing platform in financial services. Our team have delivered something exceptional, and I'm delighted to bring COMMUNICATE to market as a Twenty7tec product”.

Sponsored [Webinar] PREDICT 2025: The Future of AI in the US

Comments: (0)

New Report – The Future of Embedded Finance in Africa 2025Finextra PromotedNew Report – The Future of Embedded Finance in Africa 2025