Discover the latest AI advancements in customer onboarding.

Taktile teamed up with Kevin Duarte, Principal Product Manager at Remitly, to discuss what it really takes to scale your onboarding program. The session featured an insightful discussion with Kevin followed by a live demo, showing you how to level up your overall strategy using the latest AI models.

Explore our AI learnings from the field.

In this 45-minute session, featuring a discussion with Remitly’s Principal Product Manager Kevin Duarte and a live demo, we shared our latest insights on how to:

  • Harmonize customer documents with agentic AI to deliver smoother customer experiences and increase approvals.
  • Achieve an end-to-end onboarding system where agents accelerate every step, from document classification to adverse media investigation to sanctions screening.
  • Optimize onboarding performance in real time with Taktile’s flow co-pilot, which enables teams to uncover insights, adjust segment-specific logic, and backtest improvements.

Meet your webinar hosts.

Thomas Piani, VP of Product at Taktile
Kevin Duarte, Principal Product Manager at Remitly
Dustin Eaton, Principal of Fraud & AML at Taktile
Annett Gawerc, Senior Solutions Engineer at Taktile

See Taktile’s onboarding agents in action.

Check out the essential onboarding agents from our pre-built agent library.

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.
Custom AI Agent Build your own agent with pre-built integrations, human-in-the-loop workflows, and a flexible data architecture.
Application Completeness Check Agent Check applications for completeness and accuracy, extract key data, surface inconsistencies, and provide instant feedback to reviewers or applicants.
Business Ownership Intelligence Agent Map a company’s team structure and identify ownership based on internal documents and provided records.
Sanctions and Watchlist Match Review Agent Screen customers and entities against global sanctions and watchlists using fuzzy matching, multilingual capabilities, and intelligent filtering to minimize false positives.
Explore our full agent library

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

Dive into our benchmark on AI performance in KYB tasks.

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 adverse media search.

Read the full report

Join the webinar with Taktile and Remitly on July 9 at 12pm ET.

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