Sikoia’s AI document processing is now embedded directly into YAVIA’s customer-facing app, meaning that advisers gain cleaner data at the start of the advice journey, supporting quicker assessments of affordability, existing cover and protection gaps.
Clients upload their documents once through a simple interface, with key information extracted and validated automatically, which Sikoia says will reduce back-and-forth and common errors, freeing up advisers to spend more time discussing protection priorities and suitability.
The integration also gives clients secure mobile access to real-time spending data, including a built-in budget planner. This helps customers understand their financial position while giving advisers an upfront view of disposable income, existing premiums and unmet protection needs, strengthening Consumer Duty outcomes.
Alexis Rog, founder & CEO of Sikoia, said: "YAVIA has created a genuinely customer-first experience, and it’s exciting to see our technology powering that journey. 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, 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 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. Sikoia is a trusted partner across major mortgage networks and software providers, and together we’re raising the standard for how advice is delivered"
