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Decide

Case management for the AI age

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CASES

[01]

Dedicated case manager with all the context you need

Case view with an enhanced due diligence summary and review progress for a corporate banking applicant

  • Expert escalation

    Escalate complex cases to the Case Manager for expert human review.

  • Unified context

    Give reviewers all the context they need in one window, with no tab-switching or document digging.

  • Unified review

    Keep automated decisioning and manual processes together in one platform to close the learning loop.

[02]

Keep a human in the loop, without slowing down

Taktile AI reviewing a case's files and drafting the case summary for the reviewer

  • Decision support

    Reviewers spend more time deciding, and less gathering and assembling info to reach their decision.

  • Prioritized queues

    Configurable queues by reason for escalation so you can tackle the most critical cases first.

  • Expert routing

    SLA/aging, priority rules, and routing so the most complex cases land on the desk of your most experienced reviewers.

[03]

Turn review into a feedback loop

Reviewer accepting an agent-suggested case summary in the task panel

  • Escalation patterns

    Quickly see patterns in what gets escalated and why.

  • Outcome tracking

    Track case volume and outcomes over time to learn from your data.

  • Agent training

    Train agents based on outcomes to refine the escalation process for case review.

TESTIMONIALS

Their stories with Taktile

How leading teams are turning complex decisions into better outcomes.

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Platform overview

One powerful platform for all your decisions

Bring decision logic, AI, and expert judgment together so your team can make faster, more consistent decisions and improve them over time, on top of your existing infrastructure.

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  • 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.

    IntegrationsMarketplace
  • Decide

    Decide with the right mix of rules, agents, and human judgment

    Orchestrate deterministic logic, machine learning models, AI agents, and human review — with explainability and clear ownership.

    AgentsRulesCases
  • Optimize

    Optimize from real outcomes

    Dashboards, backtesting, and live experimentation (A/B) to build a self-learning system and continuously improve outcomes.

    InsightsIterations
  • Scale

    Scale with control

    Monitoring, alerting, model risk management, versioning and sign-off procedures, granular permissions, and detailed audit trails for every decision.

    CollaborationTraceabilityInfrastructure

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.

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