Sikoia: Sikoia Brings AI-driven Automation to Brokerage Simple Financial Planning

One month after announcing its partnership with Tandem Bank, customer verification automation company Sikoia reports that it is working with Simple Financial Planning (Simple) to bring AI-driven automation to broker workflows. Simple will embed Sikoia's document processing technology into its CRM platform to save time, boost accuracy, and enhance compliance. "Together, we're not just enhancing Read more...The post Sikoia Brings AI-driven Automation to Brokerage Simple Financial Planning appeared first on Finovate.