London-based fintech Sikoia has announced a new partnership with Simple Financial Planning (Simple), a forward-thinking brokerage, to transform broker workflows through secure AI-driven automation and seamless integration.
his collaboration will see Sikoia’s document processing technology embedded into Simple’s CRM platform, tackling key challenges such as manual review inefficiencies and accuracy issues.
Sikoia’s AI-powered technology brings significant benefits to Simple by:
● Saving time: Automating manual tasks, such as document verification and data extraction, enabling brokers to focus on high-value client interactions.
● Boosting accuracy: Leveraging AI to ensure precise data handling and reduce human error.
● Enhancing compliance: Automating Anti-Money Laundering (AML) checks and supporting brokers in meeting regulatory standards.
● Streamlining workflows: Embedding directly into Simple’s CRM for a seamless, user-friendly experience.
By integrating Sikoia’s platform, Simple will gain access to verified data in minutes, significantly reducing administrative workloads while scaling operations across their growing customer base.
This collaboration is designed to enable Simple to scale effectively, ensuring their workforce can manage increasing workloads without compromising on service quality. The integration is particularly valuable in speeding up customer onboarding, offering brokers a fast and reliable solution for verifying customer information while adhering to regulatory requirements.
This partnership, following Sikoia’s successful collaboration with Y3S in January, underscores the company’s commitment to revolutionising broker operations by simplifying processes, improving compliance, and enhancing customer onboarding.
Sikoia specialises in helping financial services providers automate key parts of their customer verification processes and is regulated by the Financial Conduct Authority (FCA) as an Open Banking and credit reference provider. It works with fellow fintechs and large established institutions in more than three countries and has quickly established itself as a leading voice in the integration of AI in financial services.
Simple is a UK-based brokerage specialising in secured homeowner loans and mortgages. They offer loan amounts ranging from £10,000 to £2.5 million. Simple supports homeowners in funding home improvements, consolidating debt, and managing various financial needs without incurring early repayment penalties on existing mortgages. They also help with first charge mortgage when this is the most suitable advice process.
Alexis Rog, Founder and CEO of Sikoia, commented:
“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.”