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 asserting its partnership with Tandem Financial institution, buyer verification automation firm Sikoia experiences that it’s working with Easy Monetary Planning (Easy) to deliver AI-driven automation to dealer workflows. Easy will embed Sikoia’s doc processing expertise into its CRM platform to avoid wasting 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 shoppers,” Sikoia Founder and CEO Alexis Rog mentioned. “This collaboration represents a shared ambition to streamline processes, help progress, and supply brokers with instruments that make a tangible distinction of their day-to-day operations.”
The mixing will allow Easy to entry verified information in minutes, lowering administrative workloads whereas enabling the corporate to scale successfully with out compromising service high quality. Along with automating handbook duties resembling doc verification and information extraction, Sikoia’s expertise leverages AI to make sure correct information dealing with and automates AML checks to help brokers in assembly regulatory necessities.
“By integrating (Sikoia’s) options, our brokers can onboard shoppers 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 trade, and we’re proud to work collectively to assist our brokers excel.”
Licensed and controlled by the UK Monetary Conduct Authority (FCA), Easy is a monetary advisory agency that gives tailor-made recommendation and options for its shoppers. Based in 2013 and headquartered in Glasgow, Easy presents skilled cash planners who present recommendation and steering 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 answer that gives automated verification for earnings, employment, affordability, and extra. The expertise automates buyer utility doc checks, accelerating verification instances, lowering 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 identification verification (IDV) and Anti-Cash Laundering (AML) checks. Y3S may even profit from automated processing of key mortgage utility paperwork.
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