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Kasisto
AI for Financial Services - Trusted, Reliable, Purpose-built

What is Kasisto?

Kasisto is a pioneering AI platform specifically designed for the financial services industry, combining generative, agentic, and prescriptive AI technologies. The platform delivers intelligent, compliant, and measurable results for both customer and employee experiences in banking and financial institutions.

Through its suite of products including KAI Answers, AI Agents, and KAI-GPT, the platform enables financial institutions to provide personalized customer interactions, streamline employee workflows, and generate valuable business insights. The system processes complex financial queries with high accuracy while maintaining regulatory compliance and risk management standards.

Features

  • Conversational AI: Human-like, personalized financial interactions
  • Knowledge Integration: Instant access to institutional knowledge base
  • Compliance Management: Built-in financial regulatory compliance
  • Analytics Dashboard: Business insight generation and performance tracking
  • Multi-Channel Support: Seamless integration across communication channels
  • Employee Assistance: Streamlined workflow and knowledge access

Use Cases

  • Customer support during bank mergers and system upgrades
  • Agent assistance for customer inquiry resolution
  • Employee knowledge management and access
  • Digital customer engagement enhancement
  • Financial information retrieval and processing
  • Banking operations streamlining

FAQs

  • How does Kasisto help during bank mergers and system upgrades?
    Kasisto's AI Agent with KAI Answers helps handle increased customer support demands during major transitions by providing consistent and efficient automated support through prescriptive and generative AI-powered agents.
  • What percentage of customer inquiries can Kasisto handle?
    Kasisto successfully handles 90% of customer inquiries, allowing employees to focus on high-value conversations.
  • How does Kasisto improve employee efficiency?
    KAI Answers provides employees with instant access to information, reducing onboarding time and enabling quick access to relevant documents and policies, which streamlines workflows and improves service quality.

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