Yavia is integrating Sikoia’s AI document processing solution into its digital platform.
The firms said clients just need to upload documents once, with the key information automatically extracted and validated.
With Sikoia integrated into Yavia’s onboarding experience, data is captured in the moment and aims to cut keying and eliminate common errors, so as to free advisers to focus more time on delivering advice.
With the integration, clients will get secure mobile access to their real-time expenditure data within their adviser-facing tool. This includes a budget planner that enables clients to track and manage their own spending.
Alexis Rog, founder and CEO of Sikoia, said: “Embedding our document processing at the very start gives brokers cleaner data from day one, shortens case handling times and makes the whole process easier for customers applying for mortgages or loans.”
Joanne Cole, founder of Yavia, (pictured) said: “Partnering with Sikoia gives advisers cleaner data, fewer touchpoints, and a far more efficient case journey from the very first interaction.
“By capturing documents and expenditure information upfront, advisers gain immediate visibility of a client’s financial position including monthly spending. It also gives a clear overview of the protection premiums clients are already paying, helping build a full and accurate picture of their needs.
“Clients benefit from easy access on their mobiles and a clear view of their finances, while advisers benefit from better-quality information, reduced rework, and stronger Consumer Duty outcomes.”