Allisons Financial Planning has adopted JammJar’s AI-powered operating system to manage its client and case administration.
The mortgage advice firm will use the platform to bring its staff, processes, communications and data into one system.
JammJar combines AI, workflow automation and business data analysis, with the aim of reducing administration, supporting compliance work and giving advisers more time with clients.
The technology is intended to connect the systems and information used during the mortgage customer journey, helping firms replace manual processes and disconnected software.
Allisons is the latest mortgage firm to adopt the platform before JammJar launches the next version of its technology.
The updated system will be presented during a free online webinar at 11am on Thursday 17 September. JammJar said it would include expanded AI functions, configurable workflow automation, AI agents, closer integrations with Microsoft and iPipeline, and a redesigned customer experience.
Lisa Collins, head of growth at Allisons Financial Planning, said: “We think the real opportunity with AI isn’t simply about making the administration around mortgage advice a little bit quicker, it’s completely rethinking how advisers work.
“That’s what attracted us to JammJar. We want technology that works in the background and allows our advisers to be more present with their clients. If AI can take care of more of the repetitive work, our people can concentrate on the parts of the job where being human really matters.”
Karl Griffin, chief executive and co-founder of JammJar, said: “There’s a strange contradiction in the way our industry talks about AI. We talk about incredibly sophisticated technology, but advisers are still spending huge parts of their day sitting at a keyboard, manually entering information, updating systems and chasing cases.
“We want to change that. Our ambition with JammJar is that an adviser shouldn’t need to touch a keyboard to keep their CRM up to date.
“The technology should be doing that work in the background, understanding what has happened and helping the business determine what needs to happen next.
“That’s why we talk about AI making mortgage advice more human. The objective isn’t to use technology to put distance between advisers and their clients; it’s the opposite.
“We want AI to take away the repetitive work so advisers have more time to listen, understand, reassure and advise.
“Allisons understands that this isn’t about replacing one CRM with another. It’s an opportunity to change how the business operates, and that’s exactly the kind of firm we want to work with.”
