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

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

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#banking
#financial services
#conversational AI
#Customer Experience
#employee assistance
#Knowledge Management

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.