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Buyer verification automation firm Sikoia partnered with brokerage Easy Monetary Planning (Easy).
Integrating Sikoia’s know-how 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 convey AI-driven automation to dealer workflows. Easy will embed Sikoia’s doc processing know-how into its CRM platform to save lots of time, enhance 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, assist development, 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 guide duties similar to doc verification and information extraction, Sikoia’s know-how 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 quicker 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.”
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 shoppers. Based in 2013 and headquartered in Glasgow, Easy affords 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 know-how automates buyer utility doc checks, accelerating verification occasions, lowering doc dealing with prices, and bettering 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 boost 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 also profit from automated processing of key mortgage utility paperwork.
Photograph by energepic.com
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