Related Products
|
||||||
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/
|
Reviews/
|
|||||
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 InformationJinnee
United States
jinnee.co
|
Company InformationTwenty7tec
Founded: 2014
United Kingdom
www.twenty7tec.com
|
|||||
Alternatives |
Alternatives |
|||||
|
|
||||||
|
|
|
|||||
Categories |
Categories |
|||||
Integrations
No info available.
|
Integrations
No info available.
|
|||||
|
|
|