Consumer Onboarding
Onboard more of the right customers, faster
Automate fraud and eligibility checks, and maximise conversion rates by reducing friction.
Capabilities
Accelerate KYC for your best-fit 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 only exceptions to enhanced due diligence and human review. Improve customer experience with streamlined intake and completeness checks.
Step 2
Give your team a complete, decision-ready file using agents
Agents process proof of address, and other application documents, then support with OFAC, PEP screening and more – so human reviewers can move faster with a complete, decision-ready case. Agents can make a suggested decision, showing their evidence and rationale that humans can 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.
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.