JammJar has integrated iPipeline's protection sourcing technology into its groundbreaking AI operating system, enabling mortgage advisers to incorporate protection more seamlessly into the customer journey.
The integration will enable advisers using JammJar to access iPipeline's protection sourcing capabilities within the platform, reducing the need to move between different systems and helping firms make protection a more natural part of their mortgage advice process.
JammJar is built to transform how mortgage businesses work, challenging an industry still reliant on traditional CRMs, manual processes and disconnected technology by putting AI at the heart of the advice journey. It creates an intelligent layer across the mortgage business, connecting people, processes, communication and data within a single operating system.
The iPipeline integration is the latest step in that development, bringing more of the technology advisers use throughout the customer journey into JammJar and supporting its ambition to build what comes after the traditional CRM.
The integration will form part of JammJar's next-generation platform launch, which will be unveiled during a live online webinar on Thursday 17 September at 11am. The launch will also showcase enhanced AI capabilities, configurable workflow automation, AI agents, deeper Microsoft integration and a redesigned customer experience.
The webinar is free to attend and registration is now open here.
Karl Griffin, CEO and co-founder of JammJar, said:
"Mortgage advisers have spent years having to work across different systems that don't talk to each other. Protection is a really important part of the advice journey, so it makes no sense for advisers to have to step outside the environment where they're already managing their clients and cases to access the tools they need.
"That's what we're changing with JammJar. We're creating an intelligent layer across the mortgage business that connects people, processes, communication and data, with AI at the heart of it. The aim is to remove the manual administration and disconnected technology that gets in the way of advisers doing their jobs.
"We’re not trying to build the next generation of CRM. We're building what comes next – a smarter, more human way to run a mortgage business, and integrating iPipeline's protection sourcing technology is another important part of delivering that.
"The iPipeline integration is also just one of a number of major developments we're about to unveil. If brokers want to see how it works in practice, and what else is coming to JammJar, I'd encourage them to register for our webinar on 17 September. We'll be demonstrating the next generation of the platform and showing what these changes mean for advisers day to day."
Stephanie Hydon, AVP Strategic Sales Partnerships at iPipeline, said:
"Technology will play the most crucial role in making protection a more natural, consistent and efficient part of the mortgage advice journey. By integrating SolutionBuilder with JammJar we continue to remove friction from the protection advice process – increasing adviser confidence and increasing the time they spend on meaningful client engagement.”
