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
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.
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.
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.
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.
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.
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.”
“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.”
“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.”
“Implementing Taktikal has lead to better service and faster processing for our customers, and it makes our work that much easier."
“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.”