Twenty7tec has launched its latest data-analytics platform, INSIGHT Pro, positioning the technology as a step change in how lenders interpret adviser behaviour and product performance.
Chief executive James Tucker reiterated the company’s long-standing aim to help advisers secure the best possible outcomes for their clients. He noted that while Twenty7tec’s technology has expanded over more than a decade, advisers now work in a far more complex environment. In such conditions, he argued, the route to a suitable recommendation has become harder to navigate and “in this darkness, data is the light.”
The firm’s technology captures adviser and client behaviour across the entire journey, from lead generation through research, application and retention. This gives visibility over how outcomes are created in practice.
The same data also informs lenders about how their products are considered, selected or rejected. Twenty7tec says this understanding enables lenders to build propositions more closely aligned with real market needs.
The development of INSIGHT Pro was shaped by several industry challenges the firm had identified, including an extensive case study with Paragon Bank. Banks and building societies have historically had limited real-time visibility of their sales funnel, struggled to forecast the success of new product launches, and found it difficult to quantify the role of competitor activity.
Lenders have also had little insight into drop-off points within product selection and have relied heavily on manual processes to compile board-level reporting. These constraints have slowed their ability to respond with confidence, Twenty7Tec says.
The technology firm argues that INSIGHT Pro has been built to remove those barriers. At its core is a redesigned data architecture providing a connected, real-time view of adviser behaviour.
A dedicated data warehouse aggregates every interaction on the Research platform and shifts analysis from isolated actions to complete user journeys.
The system offers visibility of competitor movements, predictive modelling for new product launches, and instantaneous dashboards that remove the need for manual consolidation of management information.
Twenty7tec describes this as a shift from static reporting to a dynamic intelligence engine capable of modelling and anticipating market behaviour as it happens.
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Paragon’s product manager James Harrison said the platform provides “the deepest analysis of market trends,” adding that the real-time, connected nature of the system gives the business greater clarity about where to focus its efforts. Pro also includes new data sets not previously available in INSIGHT, including affordability research.
One of the more significant advances is the integration of AI. Users can ask questions in natural language and receive transparent analysis drawn directly from the underlying data. This removes the need for BI expertise and extends analytical capability to a wider group of users.
The system can interpret queries, generate visual outputs, write formulas and combine external data sources into a single reporting environment.
Harrison described the AI as “a fantastic tool,” highlighting its ability to produce accurate outputs from simple instructions.
