Finovate Demo Video Archives

Presenter Profile:

How they describe themselves: Taktikal is a provider of B2B SaaS solutions for customer onboarding processes. Their solutions enable companies to automate complex onboarding procedures ending with an electronic signature. Taktikal provides a user-friendly interface for users to design and send an onboarding process with a highly customizable, first-party, user interface for document signees. Taktikal solutions are easily integrated into existing CRM systems, sales processes, and technology stacks – allowing companies to utilize Taktikal in existing workflows and automate their compliance.

How they describe their product/innovation: SmartFlows is a visual designer for customer onboarding processes with features purpose-built for automating complex compliance requirements. SmartFlows comes with ready-to-use connections to industry-leading data sources and integrates easily with any CRM system – enabling companies to create powerful end-to-end automations and deliver a first-class customer onboarding experience. SmartFlows was built specifically for the needs of companies with time-consuming internal workflows, complex AML and KYC compliance requirements, and unique data requirements such as FSPs, insurance, banks, institutions, and governments.

Product distribution strategy: Direct to Business (B2B)

Credit Union/Community Bank Fit: Credit Unions, Community Banks

Contacts:

Bus. Dev.: Hjörvar Jóhannesson (Head of Sales & Business Development), Hjorvar@taktikal.is, +354 6697142
Press: Valur Blomsterberg (Marketing Manager), Valurb@Taktikal.is, +354 8579551