Kasisto
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AI solutions for banking and finance
Kasisto Product Information
Kasisto AI Solutions for Banking and Finance are Conversational AI tools designed to deliver intelligent, compliant, and measurable results for financial services. The platform combines generative, agentic, and prescriptive AI to enhance customer and employee experiences, increase digital engagement, and optimize operations for banks, credit unions, and other financial institutions.
Overview
Kasisto provides a family of products including KAI Answers, AI Agents, KAI-GPT, and KAI Platform Solutions. The suite is built to help institutions scale personalized, human-like conversations while ensuring reliability, compliance, and risk management. Kasisto highlights significant outcomes such as higher digital engagement, high first-contact resolution, and extensive coverage across consumer and corporate use cases.
Use Cases & Value Propositions
- Improve customer and employee experiences with instant, accurate information and guided workflows.
- Handle spikes in inquiries during mergers, system upgrades, or market events using prescriptive and generative AI-powered agents.
- Provide agents with quick access to institutional knowledge to reduce handling time and boost confidence.
- Integrate with an institution’s knowledge repositories to deliver consistent, referenceable answers.
- Generate actionable insights through the KAI Portal to inform strategy, market expansion, and new offerings.
How It Works
- AI Agents leverage a combination of generative and prescriptive AI to understand questions and execute actions within financial contexts.
- KAI Answers.connects agents to an institution’s knowledge base, delivering instant answers to both customers and employees.
- The platform supports seamless integration with existing data sources and workflows to minimize disruption and maximize return on investment.
- The KAI Portal provides analytics and insights to optimize performance and demonstrate ROI.
Product Family
- KAI Answers: AI-powered agents that provide instant, accurate answers using the institution’s knowledge base and generative AI.
- KAI-GPT: The financial industry’s authoritative large language model that combines Kasisto’s proprietary AI with GPT technology for modern banking needs.
- KAI Platform Solutions: A scalable platform for embedding conversational AI across channels and workflows.
- AI Agents: Agents capable of handling high volumes of inquiries, improving first-contact resolution and reducing workload on human agents.
- Integration with knowledge repositories: Direct access to policies, documents, and data sources to ensure accurate responses.
- Analytics via KAI Portal: Insights into effectiveness, opportunities for expansion, and ROI demonstration.
- Compliance and risk-conscious design: Built with regulatory requirements in mind to support reliable and compliant customer and employee experiences.
How to Engage
- Request a demo to see how KAI Answers and KAI-GPT can transform customer support and employee operations.
- Explore integration possibilities with existing banking systems, knowledge bases, and data sources.
- Leverage the KAI Portal to monitor performance, utilization, and business impact.
Safety and Compliance Considerations
- Solutions are designed to meet financial services compliance and risk requirements.
- Emphasis on accurate, accountable responses with auditable knowledge sources.
- Privacy-conscious data handling aligned with industry standards.
Core Benefits
- Improve customer and employee engagement with fast, reliable AI assistants
- Drive operational efficiency by reducing repetitive inquiries and onboarding time
- Deliver consistent, human-like interactions guided by institutional knowledge
- Gain actionable business insights to inform strategy and growth
- Ensure regulatory compliance and secure data handling throughout the AI lifecycle