Simple Financial Planning has announced a partnership with fintech firm Sikoia to automate broker workflows and improve efficiency using AI-driven technology.
The collaboration will see Sikoia’s document processing system embedded into Simple’s CRM platform, reducing the need for manual document reviews and improving data accuracy.
Sikoia’s technology will automate document verification, data extraction, and Anti-Money Laundering (AML) checks, helping brokers manage regulatory requirements and speed up customer onboarding.
The integration aims to reduce administrative workloads while ensuring compliance.
Alexis Rog, founder and CEO of Sikoia, 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.”
Pamela Stewart, underwriter at Simple, said: “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 lifeblood 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.”
The partnership follows Sikoia’s recent collaboration with Y3S and is part of its wider strategy to improve automation in financial services.
Simple specialises in secured homeowner loans and mortgages, supporting homeowners with borrowing for home improvements, debt consolidation, and other financial needs.
