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Agentic Case Manager

Risk-based deposit, pricing and affordability decisions for consumer and business accounts, built and owned by your credit team

  • Agentic AI solutions
  • Business insights
  • Automation & workflows
Taktile logo with a white Y-shaped icon on a purple background.
  • AI agents that triage, investigate and resolve escalated onboarding, fraud, credit and collections cases

  • Automatic data and document gathering, so analysts review a prepared case instead of building it

  • Document review and extraction for KYB/KYC, affordability evidence and supporting paperwork

  • Human-in-the-loop escalation, with agents acting on clear cases and routing ambiguous ones to staff

  • Full audit trail of every agent action for governance and regulatory review

Every automated decision creates a long tail of cases that need a human: a flagged onboarding, an arrears account, a document that needs checking, an underwriting referral. In most utilities these pile into manual review queues where skilled analysts spend their day gathering data, reading documents and writing notes rather than making judgements. The Taktile Agentic Case Manager takes on that work. AI agents pick up each escalated case, pull the relevant data and documents, run the checks a human would, summarise the findings and recommend or take the next action, escalating only the genuine cases that require manual review. Agents work inside the same decision platform as onboarding, credit and collections, so context carries through and every action is logged. For utilities on Kraken, the case manager operates on live customer data already flowing through the stack.

Cut manual review work by up to 80%

Agents handle data gathering, document review and routine resolution, so your analysts focus only on genuine judgement calls.

Clear backlogs and shorten customer wait times

Cases are investigated as they arrive rather than queuing, so onboarding and arrears decisions land faster.

Keep full control and auditability

Every agent action is logged and ambiguous cases escalate to a person, so automation never outruns governance

Screenshot of product input
Screenshot of product input
Screenshot of product input

Taktile logo with a white stylized 'Y' on a purple rounded square, next to the word 'Taktile'.

Taktile

Taktile is the agentic decision platform trusted by over 200 utilities, financial institutions and insurance providers globally

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