What is Taktile?
Taktile's Agentic Decision Platform is a game-changer for financial institutions, blending the speed of AI with the reliability of human oversight. This platform helps teams make smarter, safer decisions by automating complex processes while ensuring compliance and catching more fraud. Whether you're onboarding new customers, managing credit, or handling AML and compliance, Taktile makes it all faster and more efficient.
What are the features of Taktile?
- AI Agent Manager: Build and manage AI agents tailored for financial institutions, automating repetitive tasks and improving decision-making.
- Decision Engine: Create and deploy AI-driven decision strategies quickly, making your workflows more efficient and effective.
- Case Manager: Streamline case management with an integrated system that supercharges your team’s productivity.
- Data Orchestration: Centralize all your data in one place, making it easier to make informed customer decisions.
- Enterprise-Grade Infrastructure: Built for mission-critical decisions at scale, ensuring security and reliability for your operations.
What are the use cases of Taktile?
- Customer Onboarding: Automate the onboarding process, reducing manual work and ensuring compliance with KYC/B regulations.
- Credit Decisions: Quickly iterate and innovate on credit decisions, improving the accuracy and speed of approvals.
- AML & Compliance: Resolve AML cases faster and stay focused with AI assistance, ensuring all regulatory requirements are met.
- Fraud Detection: Unify risk signals to act and refine strategies at speed, catching more fraud and protecting your institution.
- SMB Underwriting: Automate even the most complex underwriting processes for small and medium businesses, saving time and resources.
How to use Taktile?
- Set Up AI Agents: Start by configuring AI agents to handle specific tasks, such as onboarding or underwriting.
- Integrate Data Sources: Connect your data sources to the platform to ensure all relevant information is available for decision-making.
- Define Rules and Guardrails: Set clear rules and guardrails to ensure AI decisions align with your business policies and governance standards.
- Monitor and Optimize: Continuously monitor the performance of your AI agents and adjust thresholds and workflows as needed.
- Train Your Team: Educate your team on how to use the platform effectively, ensuring they can leverage its full potential.
