Yavia, formerly Broker IQ, has partnered with automated customer verification provider Sikoia for access to its AI document processing solution.
By introducing document collection and processing at the earliest opportunity, brokers can now reduce the back-and-forth that slows down applications.
“Yavia has created a genuinely customer-first experience, and it’s exciting to see our technology powering that journey.
“Embedding our document processing shortens case-handling times and makes the whole process easier for customers applying for mortgages or loans,” said Alexis Rog, founder & CEO of Sikoia.
This integration means data is captured the moment it is provided, reducing rework, eliminating common errors and allowing advisers to dedicate more time to delivering personalised advice.
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Joanne Cole, founder of YAVIA, added: “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 customer’s financial position, including monthly spending.
“It also gives a clear overview of the protection premiums customers are already paying, helping build an accurate picture of their needs.”
Customers have secure mobile access to their real-time expenditure data and a clear view of their finances, while advisers benefit from reduced rework and stronger Consumer Duty outcomes.
