Adviser IQ is integrating L&G’s Ignite sourcing platform, allowing advisers to access mortgage research without re-entering case data or using a separate login. The development is a practical example of how AI-enabled CRM and workflow tools are moving from stand-alone systems towards connected adviser journeys.
For firms, the opportunity is reduced administration, fewer transcription errors and more time for suitability discussions. However, automation does not remove accountability: advisers should retain clear evidence of the products considered, the client data used, and why the final recommendation meets the client’s needs under Consumer Duty.