Sikoia has announced a new partnership with brokerage, Simple Financial Planning, to "transform broker workflows" through AI-driven automation and integration.

The collaboration will see the London-based fintech’s document processing technology embedded into Simple’s CRM platform to improve manual review efficiencies and accuracy issues.

Simple, which specialises in homeowner loans and mortgages, will gain access to verified data "in minutes", according to Sikoia, which it said is "valuable" in speeding up customer onboarding, offering brokers a "fast and reliable" solution for verifying customer information while adhering to regulatory requirements.

The partnership follows on from Sikoia’s collaboration with Y3S in January, underscoring what it described as its "commitment to revolutionising broker operations by simplifying processes, improving compliance and enhancing customer onboarding".

Founder and chief executive officer at Sikoia, Alexis Rog, said: "Our partnership with Simple is an exciting step in simplifying workflows for brokers and their clients. By embedding our AI-driven document processing capabilities directly into Simple’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."

Underwriter at Simple, Pamela Stewart, 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."

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