Knight Frank Finance selected FINPLAN Home, the new mortgage CRM platform from Twenty7tec, to power their advice proposition for the long term.
FINPLAN Home provides a platform for the provision of financial advice for mortgages and protection, offering customisable workflows, third-party integrations for product selection and application, and a unique income matching capability enabling access to accurate and up-to-the-minute management information and tracking of financial KPIs.
The team at Knight Frank Finance were migrated to FINPLAN Home in the second half of 2023 and are already using the new platform.
Simon Gammon, managing director of Knight Frank Finance, said: “Having completed extensive market research, we’re delighted to have selected Twenty7tec and FINPLAN Home.
“It has been an extremely collaborative process as we needed to be sure that the system could develop and grow to meet our future ambitions.
“Everything we have seen from James and his team convinces us that we have made the right decision.”
James Tucker (pictured), CEO of Twenty7tec, added: “We are delighted to have been selected by Knight Frank Finance to provide our powerful new mortgage CRM platform to their business, and we look forward to working ever more closely with Simon, Tim and the team in the months and years ahead”.
“We are continuing to invest heavily in developing FINPLAN Home into the premium CRM platform in the UK mortgage market, and this announcement further exemplifies the strong user growth that we have seen through 2023.”
