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Mortgage technology solutions provider Twenty7Tec has broken into the financial advice market today (14 June) with the acquisition of Bluecoat Software.Money Marketing reported in April that Twenty7Tec was in advanced talks with Bluecoat Software, practice management system.
Twenty7Tec is set to acquire Bluecoat Software, the provider of mortgage, protection and wealth management CRM solution Finplan. As part of the acquisition, Bluecoat Software will operate under the Twenty7Tec brand. The combined business, which has almost 100 employees, will be led by chief executive James Tucker.
Money Marketing is a monthly magazine for financial intermediaries, delivering breaking news, analysis, opinion, podcasts and video content. Register now for your free financial news updates.
For many years, companies such as Amazon have made use of technology to improve the customer experience. Others across various industries have pushed technology investment up their priority list, perhaps to meet new regulatory requirements or to upgrade legacy back-office systems for greater efficiency. Although the