Close cases faster with Taktile’s Agentic Case Manager

Financial services teams can streamline and strengthen case reviews
with our case manager’s new AI copilot feature and integrated AI agents.

AI handles the routine.
Your team tackles what matters.

With our integrated AI Copilot, you can surface valuable case insights to streamline the review process. Automate highly manual tasks like document verification with our deployment-ready AI agents.

Access all the context you need to make the right decisions in one place. Deliver smarter customer experiences with the ability to tailor decision workflows to your needs and goals.

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

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

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

Save your spot for Dec 9, 12pm ET

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