Broker feedback shapes JammJar AI upgrades

The changes were announced and demonstrated at JammJar’s summer launch webinar, with features designed to reduce administrative tasks. 

The system now has an enhanced AI Assistant that shows advisers the transcript wording and confidence level behind suggested fact find updates directly from client conversations. Advisers will also be able to review and accept any changes before they are directly written into a case. 

There is also an AI document analysis, which reads bank statements and income documents to review commitments, spending, flagged transactions and income. JammJar said the reviews can be completed in around four minutes for each case and advisers are able to check and amend the information. 

JammJar also has a new Knowledge Base, where firms can upload their processes, templates and partner scheme information. This will enable advisers to find answers from their own documents without searching separate files. 

An update has been made for protection to appear with the mortgage on the same record, with sourcing through iPipeline’s Solution Builder. Selected product information and documents can also be synchronised back into JammJar. 

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Further, the JammJar operating system now has a single communications hub comprising email, portal messages, calls, SMS and calendar appointments. There is also a customer portal for document sharing and messaging, as well as function to record meetings and capture face-to-face conversations, collating information for fact find updates and possible follow-ups. 

Firms can also build their own automations, including mortgage deal-end reminders and follow-up tasks, and create reports by asking questions in plain English. 

Karl Griffin, CEO and co-founder of JammJar, said: “Most of the new features in this update come directly from broker feedback. Our customers are pushing us hard, and that’s exactly what we want. They’re showing us where the technology can do more, where things still take too long and how they want JammJar to work for their business. 

“We’ve taken that feedback and put more power in their hands. The AI does more of the work, but advisers can see where the information has come from and decide what gets written to the case. And where we were previously the bottleneck, firms can now build their own automations and reports without waiting for us.” 

Griffin said: “We’ve always wanted JammJar to be one place where brokers can get their work done. These updates bring more of that together, helping advisers move through cases faster, stay in control and deliver a fantastic customer experience.”