Taktile

What Taktile does

Taktile empowers financial institutions to quickly unlock AI-driven efficiencies across the customer lifecycle, reducing manual work while optimizing decisions and enabling seamless end-user experiences. Built for highly regulated environments, their agentic decision platform combines the speed of AI automation with the oversight of human judgment, allowing institutions to safely approve customers, catch more fraud, and stay compliant. Taktile provides tools to design and control how artificial intelligence, business logic, and human judgment interact, ensuring every AI-driven decision aligns with policies and governance standards. The platform offers pre-built agents and solutions for rapid deployment, continuous optimization through real-time analytics, and integration with over 200 data sources.

Products

• AI Agent ManagerAccelerates deployment of AI agents with pre-built templates tailored for financial services use cases. Allows configuration of every agent parameter to match organizational products, risk appetite, and compliance needs, while maintaining full visibility and control with built-in alerts, human oversight, and comprehensive audit trails.
• Decision EngineAn AI-native way to build decision strategies quickly using low-code building blocks and an AI Copilot for logic writing and debugging. It optimizes decisions with backtesting, A/B testing, and performance monitoring tools, and orchestrates AI agents alongside rules, data, and human-in-the-loop steps.
• Case ManagerIntegrated case management that supercharges teams by resolving cases faster with AI agents handling reviews and summaries, escalating only when expert input is needed. Provides a fully configurable, real-time view of cases and tracks trends to strengthen performance.
• Context LayerProvides decision-ready data by integrating any data source without tedious engineering work, offering over 200 plug-and-play integrations. It includes an Entity layer for a unified view of customer profiles and an Events and features component to turn signals into decision-ready intelligence.
• Enterprise-Grade InfrastructureInfrastructure designed for mission-critical decisions at scale, offering real-time performance and reliability proven at top-tier banks and fintechs. It ensures bank-grade security, flexible deployment options, and robust controls for governance and compliance.
• Claims Review AgentAccelerates claims processing by validating coverage, flagging anomalies, and automating first-level claim assessments before adjuster review.
• Fraud Alert Triage AgentPrioritizes and routes suspicious claims using automated data aggregation and machine learning to reduce false positives and focus investigations.
• Real-time Coverage Check AgentAutomatically verifies policy terms, limits, and exclusions against submitted claims to ensure accurate and consistent coverage decisions.
• Document Intelligence AgentPart of onboarding agents, likely for processing and understanding documents.
• Company Verification AgentPart of onboarding agents, for verifying company information.
• UBO Identity Verification AgentPart of onboarding agents, for verifying Ultimate Beneficial Owner identities.
• Document Fraud AgentPart of onboarding agents, for detecting fraud in documents.
• Fraud Intelligence AgentPart of onboarding agents, for general fraud detection.
• Sanctions and Watchlist Screening AgentPart of onboarding agents, for screening against sanctions and watchlists.
• Adverse Media Investigation AgentPart of onboarding agents, for investigating adverse media mentions.
• Enhanced Due Diligence AgentPart of onboarding agents, for performing enhanced due diligence.

Key capabilities

• AI, rules, and human judgment orchestration
• Pre-built AI agents and solutions
• Configurable agent operation with guardrails
• Traceability and validation of every outcome
• Real-time analytics and performance monitoring
• Continuous tuning of thresholds, workflows, and human touch points
• 200+ plug-and-play data integrations
• Low-code building blocks for decision strategies
• AI Copilot for logic writing and debugging
• Backtesting and A/B testing for optimization
• Integrated case management with AI-generated cases
• Configurable, real-time view for case resolution
• Built-in insights for productivity and bottlenecks
• Universal connectors for databases, internal apps, and third-party tools
• Entity layer for unified customer profiles
• Feature engine for real-time signal calculation
• Cloud-native infrastructure (AWS)
• Production infrastructure separate from development
• Intrusion Detection System
• Strong isolation of customer workloads (dedicated workspaces, AWS Lambda, AWS S3)
• Data encryption in transit (TLS 1.2) and at rest
• Customer-specific encryption keys (AWS KMS)
• Single Sign-On (SSO) integration
• Role-Based Access Control (RBAC)
• Vulnerability scanning (cloud infrastructure, container images, dependencies, static application scanning)
• External penetration testing
• Audit trails for all activity
• Mutual TLS (mTLS) for encrypted transport and verified authentication
• IP whitelisting
• Dedicated compute and data planes for each workspace
• High availability (>99.99%)
• Fast decision time (<150ms)
• High decision throughput (>1000 decisions per second)

Use cases

• Onboarding automation and optimization
• Underwriting automation and optimization
• Claims decisions automation and optimization
• Reducing manual work across the customer lifecycle
• Strengthening decision-making
• Improving end-user experiences
• Approving customers safely
• Catching more fraud
• Ensuring compliance (AML, KYC)
• Evolving credit strategy
• Streamlining operations
• Strengthening risk controls
• Automating adverse media investigation
• AML program streamlining (KYC, monitoring, case resolution)
• Scaling onboarding capacity
• Company and UBO verification
• Document intelligence
• Fraud detection (document, general)
• Sanctions and watchlist screening
• Enhanced Due Diligence
• Validating coverage in claims
• Flagging anomalies in claims
• Automating first-level claim assessments
• Prioritizing and routing suspicious claims
• Verifying policy terms, limits, and exclusions

AI approach

Taktile provides an agentic decision platform for financial institutions, combining AI automation with human judgment. They offer pre-built AI agents and solutions for various financial use cases like onboarding, credit, claims, AML, compliance, and fraud. The platform allows users to design and control how AI, business logic, and human judgment interact, ensuring decisions align with policies and governance standards. They leverage specialist AI agents designed by industry experts and provide tools for continuous optimization through real-time analytics. Taktile also integrates with large language models like OpenAI and Anthropic, and has an "AI Copilot" for building decision strategies.

Tech named: AI agents, AI Copilot, machine learning, LLM Wiki, OpenAI, Anthropic

Industries served

• Financial Services
• Fintech
• Insurance

What it says sets it apart

• Agentic decision platform combining AI automation with human judgment
• Built for highly regulated environments
• Rapid deployment (weeks, not months) with pre-built agents and solutions
• Accountable by design with clear guardrails and full chain of reasoning for every decision
• Continuous optimization through real-time insights and tuning
• Extensive data marketplace with 200+ integrations, avoiding vendor lock-in
• AI-native way to build decision strategies with low-code and AI Copilot
• Integrated case management that supercharges teams with AI assistance
• Enterprise-grade infrastructure with bank-grade security, reliability, and scalability
• Dedicated compute and data planes for customer isolation
• ISO 27001 and SOC 2 Type II certified with regular independent audits
• Ability to deploy in regions for low latency and data residency

Funding rounds we track

From the AI funding tracker — rounds as reported by the linked publications.