By bringing our AI-driven document processing into YAVIA’s customer-facing app, for the first time before the CRM, brokers and clients get a faster, cleaner and more intuitive experience from the very first interaction.
Sikoia has announced a new partnership with YAVIA, the digital platform built to streamline how brokers manage both mortgage and protection cases. The collaboration connects YAVIA’s customer-focused front-end app with Sikoia’s AI document processing solution, creating a faster, cleaner and more intuitive experience for brokers and the customers they support.
YAVIA’s customer journey sits right at the front of the broker workflow, and this integration marks the first time Sikoia’s document processing solution is deployed before the mortgage CRM system. By introducing intelligent document collection and processing at the earliest touchpoint, brokers can cut down the friction and back-and-forth that often slows down applications. Clients can upload documents once, in a simple and guided interface, with the key information automatically extracted and validated.
As part of the Sikoia–Yavia partnership, clients will also benefit from secure mobile access to their real-time expenditure data within their adviser-facing tool. This includes a complimentary budget planner that enables clients to track and manage their own spending, ensuring advisors deliver good consumer outcomes well beyond the point of sale - including visibility of all protection premiums across their insurance portfolio.
“YAVIA has created a genuinely customer-first experience, and it’s exciting to see our technology powering that journey,” said Alexis Rog, Founder & CEO of Sikoia. “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.”
“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 and a clear overview of the protection premiums clients are already paying, helping build a full and accurate picture of their needs. Clients enjoy simple mobile access 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. Joanne Cole Founder, YAVIA
With Sikoia’s document processing API integrated into YAVIA’s front end, information is captured accurately the moment it’s provided, reducing errors, rework and delays. This helps brokers focus more on client advice, while giving end customers a smoother, less repetitive application process.
The partnership reinforces both companies’ commitment to improving the broker–customer experience, while opening the door to wider mortgage and protection use cases that benefit from reliable automation.
Sikoia Ltd is authorized and regulated by the Financial Conduct Authority (FCA) as an Account Information Service Provider (AISP) under the Payment Services Regulations 2017 (FRN: 942979) and as a credit reference provider (FRN: 942616). Sikoia Ltd is a credit broker and not a lender. Credit is subject to status.
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