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About

Customer satisfaction is the key and the main element to crack the code is to understand your client. Jinnee collects and analyses all inquiries to provide you with valuable insight into the needs and wants of your clients. Jinnee is always learning and finding ways to improve further as Jinnee continues to work for you. You can observe what Jinnee has learned over time, adjust its behavior, and may even come up with a new solution based on the patterns. Jinnee’s role in your company is as a virtual financial advisor. Jinnee will be helping your clients with their needs. Now they will be able to ask questions and receive replies within seconds. With Jinnee on board, there will be no need to stay online and wait to check how much you spent last month on restaurants. When you need expert advice on a good saving plan, options for deposit, better budgeting, and many more, Jinnee will offer relevant financial products and suitable solutions for you.

About

Twenty7Tec is a fintech platform designed to streamline and digitize mortgage, wealth, and protection advice processes for advisers and lenders. Its core offering, CloudTwenty7, bundles a modular suite of tools that includes mortgage and loan sourcing, application submission, CRM, B2C lead-engagement features, and data analytics/insight capabilities. It lets advisers search and compare mortgage, secured loan, bridging loan, and equity-release products using lender criteria and affordability checks, while the apply module enables submission of Decisions in Principle or full mortgage applications directly from the same platform, eliminating duplicate data entry and manual reconciling of multiple systems. It supports client and case management, communications, and compliance tracking. For lenders and product providers, Twenty7Tec offers analytics and product-distribution tools, plus advertising modules to market mortgage products.

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Audience

Businesses and individuals seeking a virtual assistant that can provide relevant financial insights

Audience

Mortgage advisers, wealth and protection advisors, and lenders who need a unified, end-to-end platform to manage sourcing, applications, client relationships, and analytics — to deliver efficient, compliant, and scalable financial advice

Support

Phone Support Not Supported
24/7 Live Support Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Not Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version Not Supported
Free Trial Supported

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation Supported
Webinars Not Supported
Live Online Supported
In Person Not Supported

Training

Documentation Supported
Webinars Not Supported
Live Online Supported
In Person Not Supported

Company Information

Jinnee
United States
jinnee.co

Company Information

Twenty7tec
Founded: 2014
United Kingdom
www.twenty7tec.com

Alternatives

Alternatives

ReverseVision LOS

ReverseVision LOS

ReverseVision

Categories

AI Tools Supported
Financial Services Supported

Categories

Financial CRM Supported
Financial Services Supported
Loan Management Supported

Integrations

No info available.

Integrations

No info available.
Claim Jinnee and update features and information
Claim Jinnee and update features and information
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Claim Twenty7tec and update features and information