The technology partnership through mortgage and protection technology specialist JammJar will use AI to help firms analyse case data faster and trim manual administration.
OneView was launched earlier this year and is aimed at helping advisers spend more time with clients and give firm principals clearer access to information needed to run and grow a business.
The platform offers key tools, information and processes in one place.
It also gives firms information to identify where cases may need attention and support decisions about growth.
For advisers, it provides clearer visibility of case activity and helps reduce the duplication and manual follow-up that can slow cases down.
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Work is now underway 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.
Shane Wright (pictured), SBG’s chief technology officer, 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.”
Karl Griffin, chief executive of JammJar, added: “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.”
