Sesame Bankhall Group (SBG) will add JammJar’s mortgage and protection AI and data capability into its OneView platform.
The move aims to support faster analysis of mortgage and protection cases and help advisers identify missing information or potential issues earlier in the process.
The network said this marked the next stage of development for its OneView adviser and principal platform, launched in April, to help advisers spend more time with clients and give firm principals clearer access to the information they need to run and grow their businesses.
This next phase will be supported through the new technology partnership with JammJar using AI to help firms analyse case data faster and reduce manual administration.
It added work was underway to integrate JammJar’s AI and data capability into the platform.
SBG added it will continue to build the platform with further enhancements planned to bring more of the adviser and principal journey into one place.
Core part of technology strategy
Shane Wright, chief technology officer at SBG, (pictured) said the platform was a core part of the technology strategy.
“We developed it in-house so we could control the roadmap, respond quickly to feedback and bring more of the adviser and principal journey into one place,“ he said.
“The aim is simple: to help advisers spend more time with their clients, while giving principals clearer access to the information they need to run and grow their businesses.
“We looked carefully at the market and selected JammJar as the right partner because of its proven AI capability and depth of experience in mortgage and protection technology.
“Working together means we can accelerate the AI and data capability within OneView, while keeping the platform aligned to our strategy and the needs of our members.”
Karl Griffin, CEO of JammJar, said the integration would help turn case data into clear, timely insight, flag missing information and help to keep cases moving.
“The mortgage and protection process still requires advisers to spend far too much time checking, chasing and rekeying information,“ he said.
“SBG has a clear vision for how AI can improve the working day for advisers and firm principals.
“It’s not about adding technology for the sake of it. It’s about making the system, which advisers use already, work harder for them, so they can spend more time understanding and supporting their clients.
“OneView gives us the chance to put that into practice across one of the UK’s largest adviser groups.”
