Sesame Bankhall Group (SBG) has moved to the next stage of development for OneView, its adviser and principal platform launched earlier this year.

The next phase will be supported through a new technology partnership with JammJar, a mortgage and protection technology specialist using AI.

SBG has developed OneView with the aim of freeing up more adviser time for client conversations.

The group has started to integrate JammJar’s AI and data capability into the platform, with the aim of supporting faster analysis of mortgage and protection cases and helping advisers identify missing information or potential issues earlier in the process.

SBG chief technology officer Shane Wright says: “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.”

Wright adds: “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.”

JammJar chief executive Karl Griffin comments: “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.”