Accelerate and Simplify Complex Financial Services and Insurance Product Development

Gain visibility, compliance, and accountability while making your development process a model of efficiency. Mitigate risk and streamline development for financial service and insurance products with a modern requirements management solution. The world’s most innovative companies use Jama Connect to manage requirements with Live Traceability™ to improve quality, reduce rework, prove compliance, and get to market faster.

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Jama Connect for Financial Services and Insurance

With increased challenges and a changing landscape, Financial Services and Insurance companies are facing new competitive pressures for digital advancement and there is increasing demand for new individualized products and connected services. With Jama Connect, financial and insurance product development teams can establish transparency, alignment, and impact analysis with Live Traceability™ throughout the software development lifecycle.

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Key Benefits

The successful development of complex financial services and insurance products requires that requirements are clearly defined, reviewed, approved, tested, and integrated throughout the development process.
Jama Connect helps development teams: 

Build business-critical solutions with accelerated speed to market

Increase product confidence by reducing risk

Enable cross-team visibility, collaboration, and alignment

Assess and reduce the impact of change

Accelerate adoption to drive business value

Align requirements to downstream development task in Jira Software

Key Features

In addition to requirements, test, and financial risk analysis, you’ll get the following valuable features in Jama Connect:

Live Traceability

Re-use requirements across programs

Manage product revisions

Export templates & reporting

Real-time collaboration

Impact analysis

Flexible deployment models

Frameworks aligned to industry standards (BABOK, Agile, Scaled Agile)

Customer success programs to get your teams up and running quickly

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Jama Connect supports  teams developing complex software for global insurance and financial institutions.

Meet Our Customers

Modernize and Digitize the Financial and Insurance Product Development Requirements Management Process

“Traceability in Jama Connect makes it easier to assess the impact of a proposed change. It helps identify all areas we have to modify and then gives us the ability to route the change for review and approval with ease. A single source of truth also improves consistency. For example, having templates built into Jama Connect — with all templates located in a single spot — means we’re all using the same template. And we’re following the same processes when writing, sending, and closing requirements.” 

Heidi BundyBusiness and Technical Analyst
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Features to Accelerate Innovation in Financial Services Risk Management

Real-time collaboration

Ensure secure, cross-functional collaboration across teams and customers to improve communication and connect teams.


• Increase efficiency
• Drive alignment
• Mitigate organizational risk

Jama Connect is the modern alternative to IBM DOORS

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Measure & Improve Development Success Through Traceability

You can’t improve what you can’t measure. Only Jama Software can accelerate your systems engineering process with the Traceability Benchmark and Trace Scores™ to help improve your systems engineering process performance.

Traceability Benchmark Report

The first-ever, large-scale, empirical research, confirms that higher levels of traceability correlate to cycle time and quality improvements. Top-performing companies are moving beyond after-the-fact compliance to Live Traceability.
To learn how traceability is measured, the business practices that separate top-quartile performers from the rest, and determine your Trace Score™, download this Requirements Traceability Benchmark.

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Jama Connect integrates with top-tier solutions

And even more integrations with other leading software — including automated test solutions— to accelerate and facilitate success across the entire product development lifecycle.

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Jama Connect is the Leader in Security, SLAs, High Availability, Touchless Upgrades, and Disaster Recovery

Jama Software is the only vendor in the space that offers the following: SOC 2 Type 2 certified application and data center (others data center only), SLAs above 99% (others at 95% or lower), touchless upgrades (others require your IT to manually update hosted app), high availability SLA (others don’t offer), disaster recovery SLA (others don’t offer).

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Suitably validated by TÜV SÜD for safety-related development

Jama Software codes with OWASP best practices

Jama Connect is SOC2 Type 2 certified in both the server and application

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Ensures strong privacy management practices

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Transport Layer Security (TLS) ensures data transferred is secured and encrypted

Manage Growing Complexity and Delivery Quality While Complying With Strict Regulatory Mandates

Providing the best customer experiences quickly while complying with strict regulatory mandates poses a distinct product development challenge. With Jama Connect, you can connect product teams and stakeholders in a central repository that automatically captures important conversations, changes and decisions and enables audits. This allows you to move fast with confidence.

Download this whitepaper to explore the 5 major challenges development teams face as they embark on agile transformation.

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See Jama Connect in Action!

Our Jama Connect experts are ready to guide you through a personalized demo, answer your questions, and show you how Jama Connect can help you identify risks, improve cross-team collaboration, and drive faster time to market.