Close cases faster with Taktile’s Agentic Case Manager

Supercharge case reviewers across onboarding, underwriting, AML, and fraud with our new AI Copilot and integrated specialist AI agents.

Recorded Event

Join our 30 minute webinar to see
Taktile's Agentic Case Manager in action.

Choose from two tailored webinars to discover how to streamline operational workflows for your use case with Taktile. RSVPs will also get access to the recording.

Achieve 10x onboarding capacity with fewer resources Discover how financial institutions make faster, smarter onboarding decisions with Taktile. Automate high volumes of web research and customer screening with our specialized AI agents, while maintaining accuracy and control.

RSVP for Thursday, March 12 at 12pm ET

Streamline AML investigations, from L1 review to SAR filing See how humans and AI agents collaborate to reduce false positives and resolve cases faster. Quickly deploy pre-built AI agents to safely automate investigative tasks—while ensuring every decision is controlled and audit-ready.

RSVP for Tuesday, March 17 at 12pm ET

Humans and agents work together
to simplify and accelerate every case.

With our integrated AI Copilot, teams surface valuable case insights to streamline the review process. Using pre-built agents, highly manual tasks like document verification are safely automated.

Configure all the context you need to make the right decisions in a single dashboard. Deliver smarter customer experiences by tailoring decision workflows to your needs and goals.

Monitor human and agent decisions with detailed logs and manage case permissions at a granular level. All decisions are traceable, explainable, and audit-ready.

200+ leading financial institutions run their mission-critical decisions on Taktile

Can’t attend the webinar? Book a custom demo to see how banks and fintechs transform their case management with Taktile.

Get a demo