Connect JammJar once, and it stays on for all your calls and meetings. It assigns itself to the right case, and starts working the second you hang up.
[2]
The fact find fills in
A recording, searchable transcript and AI summary land in the case. JammJar drafts the fact find for approval, with a confidence score on every answer.
[3]
You approve, JammJar writes
Accept or reject each update. JammJar drafts the follow-up email in 15 seconds so you can send it from your own mailbox.
Your advisors shouldn’t be typing up calls all day while the next client waits. That time should go to what they do best: helping people get the keys to their new home.
JammJar takes write-ups off their plate, so they can get back to clients in seconds.
PHONE INTEGRATION
Works with your phone
JammJar plugs into built-in numbers, softphone, adviser DDIs, hunt groups, voicemail – or whatever you've got.
No compatible system? Onboarding sets you up with an integrated VoIP platform. Nobody's shut out for having the wrong kit.
Hang up, and the case is already moving: filled in, followed up, and ready for you to check.
Never write up a call again
Every answer lands in the right field of the fact find, backed by the exact quote from the call and a confidence score.
Catch the details
See decisions, next steps and to-dos from the conversation, so nothing is left to your memory or a scribbled note.
Follow up before the client cools
Have a personalised email ready as you hang up, then send from your own mailbox. Customers get a portal link within a minute after the call.
Sign off with confidence
Every fact traces back to the call, or document behind it, anything missing shows as Unknown, and nothing reaches the file without your sign-off.
Plugs straight into how your firm runs
Structured, sourcing-ready fact find
Get a fully structured fact find you can source against straight away with ESIS and evidence of research pulled onto the case, so nothing's re-keyed twice.
One ~900-field data model
Everyone on your team works the same ~900-field fact find. Toggle fields off, rename them; then JammJar behaves identically for all your customers.
Open API and data export
Push leads in by API, send data out to Power BI, Tableau or your own database. The fact find remains the source of truth your whole stack runs on.
Stay the decision-maker, always
JammJar does the busywork, but you make every call.
Understand every move
See quotes and confidence scores to back up every suggestion.
Trace every fact
Every fact is traceable through an append-only audit trail.
One log for every channel
Phone, email, WhatsApp and portal: every exchange logged, nothing lost in an inbox.
Ask anything
"Was the deposit discussed?" Ask the AI and get the answer, without re-listening to audio to find one line.
How advisers win their time back
Without JammJar, financial advisers burn around 15 hours a week on manual admin. Here is what happens when you switch.
40 minutes lost
0 min
The post-call write-up becomes a glance and a click.
Constant typing
15 sec
Hang-up to a follow-up that's ready to send.
40+ updates, one call
A single 20-minute call filled in 40 fact-find fields. Keyboard untouched.
just ended. The admin's already done.
