Company 8 min read
Taktile’s next chapter: We raised $110M to power the agentic financial institutions of the future.
To our customers, investors, team, and community:
The financial services industry is living through its greatest technological shift in history.
If the pace of change feels faster than you can keep up with, you’re not imagining it. In the past six months alone, we’ve seen AI sophistication skyrocket beyond anyone’s estimations.
During this short timeframe, frontier models crossed a critical threshold: AI now works reliably enough to automate the vast majority of decisions that define performance in banking and insurance.
However, model capability is an open door, not a solution in itself.
In the right context, AI agents can decide whether to loan to a business, approve a claim, or onboard a new customer with a speed and accuracy that was impossible a year ago. The challenge now is making every AI-driven decision controlled, auditable, and ready for the most regulated industry in the world.
That’s what we’re building at Taktile, and we’re excited to partner with you on this next chapter.
Our vision for the agentic future of financial services
We’re more convinced than ever: there can be no truly AI-driven financial institution until teams can run decisions with autonomous agents - safely, transparently, and while keeping human experts in full control.
We also believe this transformation is no longer optional; it has become a prerequisite for the future-proof organizations our customers are building. The performance of banks and insurers hinges on making exceptional customer decisions, and organizations that rapidly adopt AI will race ahead of competitors:
- Financial institutions that use AI to underwrite businesses in minutes rather than days will sign more customers.
- Teams that better understand their customers will suffer fewer losses and optimize profitability.
- Insurers that quickly handle claims with AI will filter out leakage and enhance customer experiences, enabling better combined ratios and lower churn.
This is the future we are committed to powering for the benefit of our customers. It’s with this vision in mind that we are excited to announce our $110M Series C fundraise, led by Growth Equity at Goldman Sachs Alternatives. The successful fundraise opens Taktile’s next chapter, which centers on enabling financial institutions to transform themselves for the AI age.
How we’ll empower our customers to meet the moment
It is our conviction that the banks and insurers who really break ground with AI transformation won’t be those who automate customer service or marketing. They will be the ones who solve AI deployment where it’s hardest: inside the complex, regulated decisions that drive core business performance.
Delivering sustainable production impact from AI in this complex setting requires both industry-specific product capabilities and the team to deliver the transformation.
Our Series C funding gives us the resources to build out both.
We’re investing in our highly successful forward-deployed engineering team—a team that has proven it can help banks and insurers deliver millions of dollars of impact in real production scenarios. Already, one of the world’s largest insurers is running multiple use cases on Taktile, with projected cost efficiencies of more than $90M in claims processing alone.
With our product roadmap, we’re focused on creating a reality where AI not only changes our customers’ businesses, but also reshapes how value gets delivered:
- In the future, our customers will just say what they want to build on Taktile rather than configuring it themselves. Even the most complex interactions with the platform will be done through natural language.
- Taktile AI will not only help financial institutions make better customer decisions, it will proactively monitor these decisions and improve itself.
- Humans using Taktile will continue to play a critical role, but their job will shift from repetitive tasks to managing the agentic workforce, ensuring that every decision made is the best one for the business.
A note of gratitude to everyone who has supported our journey
At Taktile, we partner with the world’s most demanding customers, in one of the most regulated industries, to optimize their most important decisions. We know from our work with these institutions that unlocking AI value within this challenging setting requires deep expertise, trust, and grit.
It’s the philosophy behind the “Tough News” theme that inspired our Series C launch campaign: we work with the toughest in the business, and together, we’re about to take the industry by storm.
We couldn’t be more excited for Taktile’s next chapter - and we’re even more grateful to be building it with all of you.
Max & Maik
