Business onboarding
Onboard more qualified businesses
Onboard qualified customers faster. Resolve complex cases with confidence. Cut fraud losses with consistent, policy-based decisions.
Capabilities
Fast-track the right customers
Onboard qualified customers faster. Resolve complex cases with confidence. Cut fraud losses with consistent, policy-based decisions.
Step 1
Onboard your best-fit customers faster than ever before
Automate onboarding checks end to end. Approve the right customers in minutes and reject out-of-policy cases with confidence. Route the exceptions to enhanced due diligence and human review.
Step 2
Give your team a complete, decision-ready file using agents.
Agents verify entities, map UBOs, check financials, and screen risk—so human reviewers can move faster with a complete, decision-ready case. Agents can make a suggested decision, showing their evidence and rationale for humans to approve.
Step 3
Change and test policy in iterations to reach your KPIs
Risk, product, and operations iterate on rules while engineering owns data, integrations, and guardrails. Fewer tickets. Better teamwork. Faster results.
Step 4
Build a continuously improving onboarding process
See the impact of every policy change and constantly improve. Backtest on historical cases and ship safely behind guardrails. Continuously optimize automation rate, onboarding time, and conversion—while minimizing drop-off and fraud losses.
Delivery Model
ROI first, everything else second
Most AI initiatives stall before they show a return. Taktile’s experts in AI, banking, and insurance get your initiatives safely into production and help tell your value story internally.
TESTIMONIALS
Hear from our customers
Learn how leading teams are turning complex decisions into better outcomes.
Platform overview
One powerful platform for all your decisions
Make faster, more consistent decisions that improve over time, built on your existing stack.
- Connect
Connect to the context you need
200+ integrations across KYC/KYB, credit, fraud, open banking, and PEP screening—plus flexible connections to your internal systems.
- Decide
- Optimize
Optimize from real outcomes
Dashboards, backtesting, and live experimentation (A/B) enable you to build a self-learning system and continuously improve outcomes.
- Scale
Scale with control
Monitoring, alerting, model risk management, versioning and sign-off procedures, granular permissions, and detailed audit trails for every decision.
Frequently Asked Questions
Taktile is a decisioning platform that integrates with your existing onboarding process. It automates verification and decision-making behind the scenes, while giving you the flexibility to build or extend your onboarding experience through APIs and SDKs.
Taktile automates data collection, business verification, and decision-making to reduce manual work. AI agents identify missing information, resolve ownership structures, and prepare complex cases for review, helping teams onboard businesses faster.
Taktile uses AI agents to trace complex ownership structures across multiple jurisdictions and identify ultimate beneficial owners (UBOs). It combines company registry data with additional sources to verify ownership and provide a clear, auditable view of the results.
Taktile routes cases that need human review to the right team members. Reviewers can assess AI-generated summaries, make decisions, and override outcomes when needed. Every action is recorded in a detailed audit trail for transparency and compliance.
Yes. Taktile integrates with your existing data providers and systems. With access to 200+ data providers and custom integrations, you can combine, switch, or add vendors without rebuilding your onboarding process.
Yes. Risk and compliance teams can create, update, and test KYB rules and workflows directly in Taktile without relying on engineering. Changes can be tested before going live, giving teams more control and flexibility.
Make every decision your next competitive advantage
Better decisions begin with Taktile. Bring your toughest challenges to the table. Walk away with clear next steps.