Get practical advice on implementing agents for onboarding

We've spent the last six months working with banks and fintechs to reliably deploy agents, and now we're sharing our insights.

Join us on May 28 at 12pm ET to explore how lenders can achieve end-to-end onboarding systems with agents for every step.

Drawing from our customers’ journeys, we'll share which agents have meaningfully improved, what guarantees a successful rollout, and how teams can optimize agentic performance.

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See three Taktile agents in action

Document Classification Agent Classify documents by type, context, and relevance, enabling efficient routing and processing within workflows.
Adverse Media Investigation Agent Review thousands of global media sources to identify adverse mentions tied to individuals or entities.
Business Ownership Agent Map a company’s team structure and identify ownership based on internal documents and provided records.
Discover what we're learning in the field

In this 45-minute session, you will learn how to:

  • Safely deploy onboarding agents within an end-to-end system while maintaining rigorous risk controls.
  • Control and improve agentic performance by continuously evaluating what's working and customizing agent configurations accordingly.
  • Decide exactly where agents belong in your onboarding flow and set guardrails to enforce those boundaries.

This event will be recorded, with access available to all RSVPs.

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

Dive into our benchmark research on AI performance in adverse media search.

At Taktile Labs, we continuously benchmark the latest LLMs against human performance across complex financial tasks. Our research with Parallel Web systems reveals that specialized agent configurations now exceed human accuracy in this task.

Read the full report

How to deploy onboarding agents with Taktile

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