Sesame Bankhall Group has formed a technology partnership with JammJar to accelerate the development of its OneView platform for advisers and firm principals.
The group said the next phase of work would add AI-led analysis of mortgage and protection cases, intended to identify missing information and potential problems earlier in the process.
Launched in April, OneView brings adviser and firm information, tools and processes into a single platform. It is available on mobile phones, tablets and laptops.
The platform was developed in-house by Sesame Bankhall Group, known as SBG, to give principals a clearer view of activity across their firms and highlight cases requiring attention. For advisers, it is intended to reduce duplicated work and manual follow-up.
JammJar, a mortgage and protection technology specialist, will provide AI and data capabilities intended to speed up case analysis and reduce administration.
Shane Wright (pictured), chief technology officer at SBG, said: “OneView is a core part of our technology strategy because it gives us a platform we can continue to build around the needs of principals, advisers and the firms they work in.
“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. 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, chief executive of JammJar, said: “The mortgage and protection process still requires advisers to spend far too much time checking, chasing and rekeying information.
“By integrating JammJar into OneView, we can turn case data into clear, timely insight, flag missing information and help to keep cases moving.
“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.”
SBG said further enhancements were planned as it continued to develop OneView around the needs of advisers and firms across the group.
