Taktile, the AI Decision Platform for financial services, has launched its fully customizable AI agents to revolutionize how financial institutions handle credit underwriting. The new capability empowers SMB lenders to process significantly more loans without adding staff, while maintaining transparency, oversight, and strategic control.
Taktile launches fully customizable AI agents for credit underwriting.
Enables SMB lenders to process 5x more loans without extra headcount.
Automates document parsing, web verification, and financial analysis.
Fully customizable blueprints tailored to each institution’s strategy.
Production-ready agents deployable in weeks with seamless updates.
Integrated with Taktile’s Data Marketplace for enhanced decision-making.
For years, underwriting teams have been hampered by manual reviews, scattered data, and long backlogs. Taktile’s AI agents address these challenges by automating repetitive tasks, enabling teams to scale operations efficiently and focus on high-value decisions.
“Credit teams don’t need another AI tool that adds complexity – they need a workforce multiplier,” said Maximilian Eber, Co-Founder and CPTO of Taktile. “With Taktile’s customizable AI agents, teams can automate the repetitive tasks that overwhelm them, while maintaining the accuracy, transparency, and human oversight required in financial services. What makes this truly different is that these agents are not one-size-fits-all – they are fully customizable blueprints. Teams can adapt them instantly to their own strategy and deploy updates in minutes, without engineering support.”
The agents are designed to work in tandem with underwriters, handling specialist tasks such as:
Document Parsing: Extracting and structuring data from unstructured documents.
Web Verification: Validating business websites, models, and identifying risks from the open web.
Financial Analysis: Reviewing statements, assessing risk, recommending pricing, and generating decision-ready summaries.
Unlike generic pilots that stall before reaching production, Taktile’s AI agents are production-ready and instantly adaptable. Teams retain full control over automation levels, blending AI-driven workflows with rules-based logic where needed.
The solution integrates directly with Taktile’s Data Marketplace, giving institutions access to third-party data providers. Risk teams can test changes, measure outcomes, and push updates live without bottlenecks – ensuring underwriting processes remain agile and effective.
“This is the future of underwriting,” added Eber. “Automated, accurate, customizable – and entirely in your control.”
The new solution is now available and designed for rapid deployment in weeks, offering institutions a competitive edge in credit decisioning.
Taktile is an AI Decision Platform that helps financial institutions automate and improve their risk management strategies across the entire customer lifecycle. From onboarding and credit underwriting to fraud detection and transaction monitoring, Taktile empowers risk teams to build, test, and optimize their critical decision processes, without relying on engineers.
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