Sikoia has announced a new partnership with brokerage Simple Financial Planning to improve broker workflows through AI-driven automation and integration.
The London-based fintech’s document processing technology will be embedded into Simple’s CRM platform, dealing with key challenges such as manual review inefficiencies and accuracy issues.
It will also automate manual tasks, such as document verification and data extraction, as well as improving accuracy.
In addition, Anti-Money Laundering (AML) checks will also be automated, while workflows will be streamlined.
Simple is a UK-based brokerage specialising in secured homeowner loans and mortgages.
Alexis Rog (pictured), founder and CEO of Sikoia, said: “Our partnership with Beagle is an exciting step in simplifying workflows for brokers and their clients. By embedding our AI-driven document processing capabilities directly into Beagle’s CRM, we’re eliminating the manual, time-consuming tasks that have traditionally slowed down the lending process.
“Together, we’re not just enhancing accuracy and compliance; we’re enabling Simple’s advisors to spend less time on admin and more time delivering value to their clients. This collaboration represents a shared ambition to streamline processes, support growth, and provide brokers with tools that make a tangible difference in their day-to-day operations
Pamela Stewart, underwriter at Simple, added: “By partnering up with Sikoia, we are not just evolving our underwriting process – we are revolutionising it. Empowering smarter decisions, faster processes and a future where innovation is the life blood of our organisation.”
“By integrating their solutions, our brokers can onboard clients faster and more confidently while maintaining seamless, compliant workflows. Sikoia’s expertise is setting a new benchmark in the industry, and we’re proud to work together to help our brokers excel.”
