Buyer verification automation firm Sikoia partnered with brokerage Easy Monetary Planning (Easy).
Integrating Sikoia’s expertise will allow Easy to automate dealer workflows, saving time, boosting accuracy, and enhancing compliance.
London-based Sikoia made its Finovate debut at FinovateEurope 2024.
One month after saying its partnership with Tandem Financial institution, buyer verification automation firm Sikoia studies that it’s working with Easy Monetary Planning (Easy) to carry AI-driven automation to dealer workflows. Easy will embed Sikoia’s doc processing expertise into its CRM platform to save lots of time, increase accuracy, and improve compliance.
“Collectively, we’re not simply enhancing accuracy and compliance; we’re enabling Easy’s advisors to spend much less time on admin and extra time delivering worth to their purchasers,” Sikoia Founder and CEO Alexis Rog mentioned. “This collaboration represents a shared ambition to streamline processes, assist progress, and supply brokers with instruments that make a tangible distinction of their day-to-day operations.”
The combination will allow Easy to entry verified knowledge in minutes, decreasing administrative workloads whereas enabling the corporate to scale successfully with out compromising service high quality. Along with automating handbook duties resembling doc verification and knowledge extraction, Sikoia’s expertise leverages AI to make sure correct knowledge dealing with and automates AML checks to help brokers in assembly regulatory necessities.
“By integrating (Sikoia’s) options, our brokers can onboard purchasers sooner and extra confidently whereas sustaining seamless, compliant workflows,” Easy Underwriter Pamela Stewart mentioned. “Sikoia’s experience is setting a brand new benchmark within the business, and we’re proud to work collectively to assist our brokers excel.”
Approved and controlled by the UK Monetary Conduct Authority (FCA), Easy is a monetary advisory agency that gives tailor-made recommendation and options for its purchasers. Based in 2013 and headquartered in Glasgow, Easy provides skilled cash planners who present recommendation and steerage on mortgages, insurance coverage, financial savings, and investments. Alex McGarvey is Managing Director.
In its Finovate debut at FinovateEurope 2024, Sikoia demoed its AI-powered buyer utility processing resolution that gives automated verification for earnings, employment, affordability, and extra. The expertise automates buyer utility doc checks, accelerating verification instances, decreasing doc dealing with prices, and enhancing the general buyer expertise. Headquartered in London, Sikoia was based in 2021.
Along with its partnership with Tandem Financial institution talked about above, Sikoia final month introduced that it was collaborating with specialist mortgage brokerage Y3S to reinforce the client verification course of for brokers and debtors. Integrating with Sikoia will allow Y3S to streamline a number of duties, together with biometric id verification (IDV) and Anti-Cash Laundering (AML) checks. Y3S may even profit from automated processing of key mortgage utility paperwork.
Photograph by energepic.com
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