Discover the latest AI advancements in business onboarding.

Join us on May 28 at 12pm ET to explore how financial institutions can achieve end-to-end onboarding systems where agents accelerate every step.

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Explore our AI learnings from the field.

We work directly with leading banks and fintechs to advance their AI transformation, and now we're sharing our latest insights: how agents have meaningfully improved in the past six months, what guarantees a successful rollout, and how teams can continuously optimize agent performance.

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 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.

See Taktile’s onboarding agents in action.

We'll demo 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

How to deploy onboarding agents with Taktile

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