Knight Frank Finance has selected FINPLAN Home, the new end-to-end mortgage CRM platform from Twenty7tec, to power its advice proposition.
FINPLAN Home provides a platform for the provision of financial advice for mortgages and protection, offering customisable workflows, deep third-party integrations for product selection and application, and an income-matching capability enabling access to 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 Ddirector 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.”