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AML — Individual document in Smartflow

easy to use No-code Builder

Taktikal Introducing Smartflows

SmartFlows from Taktikal is a visual builder that allows you to quickly and seamlessly build compliant flows so your customers can easily complete necessary steps to start doing business with you.  With intuitive and user-friendly components you can create an industry-leading user experience.

Easy. Compliant. Trusted.

Works great for:

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Customer onboarding
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Complex document workflows
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Vendor vetting
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Employee contracts
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Identity verification and KYC
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AML due diligence

How smartflows work

1. Getting started

Get started quickly with predefined templates or build 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 a dynamic document

Create dynamic documents that utilise data from within the SmartFlow or from external data sources, such as a company registry. Then choose the right signature based on the internal and external requirements for each document.

3. Collaborate with others

Bring partners to the table and link more than one workflow together to make connected workflows even more user-friendly. Perfect for government processes that 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 them 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

The activity log provides a complete overview of each document, allowing you to track the authentication and signing process and send reminders to signees to finish the signing process. Documents are delivered via email or directly to your document management system.

start in minutes, adjust anytime

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Get started in minutes and adjust quickly when needed. Collaborate across teams and leverage templates to launch journeys tailored to your needs.

Stay compliant to ever-changing requirements without sacrificing speed and agility.

Viska Digital Assets simplifies onboarding by taking due diligence digital

By implementing Taktikal SmartForms, the Viska onboarding process was digital from the beginning. The features within SmartForms allowed them to build a custom onboarding process, white labeled for their own branding and customer comfort.

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Dadi Kristjansson

CEO

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's branding and can be embedded on your official 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 
into your current toolset.

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
Curl
var request = require('request');
var options = {
  'method': 'POST',
  'url': 'TAKTIKAL_API_URL',
  'headers': {
    'Content-Type': 'application/json',
    'Authorization': 'TAKTIKAL_API_KEY'
  },
  body: JSON.stringify({
    "flowKey": "TAKTIKAL_FLOW_KEY",
    "createSignees": [
      {
        "name": "John Doe",
        "email": "John@taktikal.com",
        "communicationDeliveryType": "email",
        "SignatureType": "ClickToSign"
      }
    ]
  })

};
request(options, function (error, response) {
  if (error) throw new Error(error);
  console.log(response.body);
});

import http.client
import json

conn = http.client.HTTPSConnection("TAKTIKAL_API_URL")
payload = json.dumps({
  "flowKey": "TAKTIKAL_FLOW_KEY",
  "createSignees": [
    {
      "name": "John Doe",
      "email": "John@taktikal.com",
      "communicationDeliveryType": "email",
      "SignatureType": "ClickToSign"
    }
  ]
})
headers = {
  'Content-Type': 'application/json',
  'Authorization': 'TAKTIKAL_API_KEY'
}
conn.request("POST", "TAKTIKAL_API_URL", payload, headers)
res = conn.getresponse()
data = res.read()
print(data.decode("utf-8"))

curl 
--location 'TAKTIKAL_API_URL' \
--header 'Content-Type: application/json' \
--header 'Authorization: TAKTIKAL_API_KEY' \
--data-raw '{
  "flowKey": "TAKTIKAL_FLOW_KEY",
  "createSignees": [
    {
      "name": "John Doe",
      "email": "John@taktikal.com",
      "communicationDeliveryType": "email",
      "SignatureType": "ClickToSign"
    }
  ]
}'

hear 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.”
CEO, Viska Digital Assets
“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.”
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."
Senior Service Designer, Sjova 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.”
Chairman, FLM