Home
Smartflows

Simplify your workflows with Smartflows.

Play
Play
AML — Individual document in Smartflow

Introducing SMartflows

1. Getting started

Get started quickly with predefined templates or make your own workflows from scratch. Workflows can be started by an employee as part of an internal process or initiated by the customer from your website in a white label environment.

2. Create documents and signatures

Create beautiful documents to be signed with an intuitive document editor that pulls in information that’s already been collected from the user. Choose the right signature based on the legal needs for each document.

3. Collaborate with others

Bring partners to the table and link more then one workflow together to make connected workflows even more user friendly. Perfect for government processes which require data to be sent to more than one institution.

4. Editable workflow

Analyse your workflows and improve them based on user input to make it even smoother. Workflows can be edited at any time by a member of your team. Test your workflows before publishing them to the public to ensure the user experience is optimal.

5. Status updates with activity log

Complete overview. The activity log of each document allows you to track the authentication and signing process and to send reminders to signees to finish the signing process. Documents are delivered via email or directly into your document management system.

how it works

Collect data from users via questionnaires and migrate the data into a document. The user signes the end document which includes their answers and the signed document along with the data fields are sent directly to your CRM. Start the process with a pleasant greeting message and add value to the customer in the thank you note.

Works great for

Data from multiple sources
Business logic
Contract automation
Customer onboarding
Identity verification
Compliance checks

Get started in minutes with plug-and-play templates

With our built in templates for the financial industry you can publish a workflow that is compliant with AML regulations, FATCA, CRS, MiFID and other regulatory requirements within minutes.

Want to add a step to the template? Simply hit that plus sign and choose what action you want to add to the workflow. All steps are completely adaptable to your needs.

Why smartflows?

With smartflows you can get industry leading tech without time consuming implementations. An intuitive workflow editor in a no-code environment
ensures everyone can create workflows to meet their business and compliance needs in minutes.

Say goodbye to manual paperwork

Provide the best user experience without sacrificing your brand authority. Smartflows use your company branding and can be run on your company’s website eliminating the need to send your customers off-site.

Integrate with ease

With our simple rest API you can integrate the workflows directly into your CRM, minimising human error and maximising efficiency. Our developer pages ensure a swift and easy implementation.

Smartflow graphic.

SeamlessLy Integrate With Ease.

Our Rest API’s are a powerful way to build new solutions in your own interface and to integrate with the solutions that are already in operation.

Documents can be sent for signature directly from your own systems, and after signing, the documents and related metadata can be automatically sent back to the document system.

For developers
JavaScript
Python
Node.js
Curl

const taktikal = require("@taktikal/js-sdk");
const taktikal = taktikal({
	apiKey: "API_KEY",
	parentId: "veriff-root",
	onSession: function (err, response) {},
});
Taktikal.mount();


const taktikal = require("@taktikal/js-sdk");
const taktikal = taktikal({
	apiKey: "API_KEY",
	parentId: "veriff-root",
	onSession: function (err, response) {},
});
Taktikal.mount();


const taktikal = require("@taktikal/js-sdk");
const taktikal = taktikal({
	apiKey: "API_KEY",
	parentId: "veriff-root",
	onSession: function (err, response) {},
});
Taktikal.mount();


const taktikal = require("@taktikal/js-sdk");
const taktikal = taktikal({
	apiKey: "API_KEY",
	parentId: "veriff-root",
	onSession: function (err, response) {},
});
Taktikal.mount();

don’t take our word for it, HEAR IT FROM OUR CUSTOMERS

“Taktikal enables us to perform Due Diligence on our customers electronically. The process is simple and quick and has been very successful. Both we and our customers have been very satisfied with the service.”
Daði Kristjánsson
CEO, Viska Digital Assets
“Taktikal's signature solutions have shortened our processing time considerably, in some cases from two days down to three minutes! The change has also increased the efficiency of our staff.”
Sverrir Scheving Thorsteinsson
Technical Director, Vörður
“The staff have found it very easy to adopt Taktikal's solutions, which have become a key part of the company's operations, both towards customers and also in its internal operations.”
Erling Ormar Vignisson
Digital Development Manager, Orkusalan
“Implementing Taktikal has lead to better service and faster processing for our customers, and it makes our work that much easier."
Fannar Ásgrímsson
Senior Service Designer, Sjóvá Insurance
“The solutions helped us greatly increase our membership numbers. Over 95% of our new members from the last 12 months have onboarded digitally using Taktikal’s solutions.”
Gunnar Páll Pálsson
Chairman, Félag lykilmanna