TwentyCi has launched Opportunity Signals, a data-led tool designed to alert advisers and networks when existing clients approach key points in their housing journey. The proposition is aimed at helping firms spot remortgage, home-move and other potential advice opportunities earlier within their client bank.
The development highlights a practical use case for AI and predictive data in mortgage advice: prioritising timely human engagement rather than replacing adviser judgement. Firms adopting similar tools should establish clear controls over data quality, consent, lead-ranking logic and record-keeping, particularly where signals influence contact strategies or outcomes for potentially vulnerable customers.