Twenty7tec launches Steppl to streamline digital adviser-client journeys
Twenty7tec has launched Steppl, an artificial intelligence (AI) ready client engagement platform that enables advice firms to build configurable client journeys.
The platform allows firms to tailor fact finds, stages and tasks to their existing workflows, with advisers remaining at the centre of the client relationship from onboarding through to ongoing engagement.
Clients, meanwhile, are provided with a single digital space to manage interactions with their adviser.
Additional services, including credit information, digital identity and liveness verification, and document scanning, can be licensed separately and integrated into the platform.
The launch comes against a backdrop of friction within the homebuying process. Research from the Open Property Data Association found that 62.3% of homebuyers have been asked to submit the same information or documents multiple times, while 40.6% cited communication between stakeholders as the most difficult aspect of the process.
A further 39.5% said having to chase for updates worsened their experience.
What mortgage and protection advisers should take from the FCA’s AI stance
Sponsored by Sesame Bankhall Group
Twenty7tec said Steppl was designed to address these challenges by improving the client experience, reducing repetition and giving firms a more connected way to manage customer engagement.
James Tucker, CEO of Twenty7tec, said: “Clients don’t see a mortgage, pension or protection need as a collection of different systems and processes. They see one relationship with their adviser, and the technology around that relationship should feel just as joined up.
“Steppl gives clients somewhere they can come back to and understand what they have with their adviser, what is happening now and what they need to do next. For the firm, it means collecting information more intelligently, reducing repetition and having a much clearer view of the client.
“The aim isn’t to digitise the adviser out of the process. It’s the opposite. If technology can take care of more of the collecting, chasing and administration, advisers have more time for the conversations where their expertise matters.”
The platform was said to support long-term client relationships, giving customers an ongoing digital connection to their advice firm beyond a single case.
