Twenty7tec has unveiled a new data analytics platform, INSIGHT Pro, enabling lenders to better understand adviser behaviour, market dynamics and product performance.
The technology captures adviser and client behaviour across the entire journey, from initial lead generation through research, application and retention, giving the business visibility into how outcomes are built in practice.
This perspective not only helps advisers craft more personalised solutions, but also provides lenders with insight into how their products are considered, selected or rejected within the advice process. Understanding this process enables lenders to design propositions that more accurately reflect real market needs.
Twenty7tec says banks and building societies have historically lacked real-time visibility of their sales funnel, struggled to predict the conversion of new product launches, and found it difficult to quantify the influence of competitor activity. Lenders also faced limited insight into drop-off points within product selection.
INSIGHT Pro has been engineered specifically to overcome those barriers, giving lenders a connected and real-time understanding of adviser behaviour. The platform also provides visibility of competitor movements and enhanced predictive modelling for new product launches. Pro also includes additional data sets not available in previous INSIGHT, such as affordability research.
