Deliver Relationship Banking in a Virtual World

A KAI-powered intelligent digital assistant (IDA) automates the amazing experiences your customers have come to expect.

We help you get there by customizing the IDA to your financial institution’s brand, which results in your very best virtual banker.

Take our quiz to get a sneak peek of your IDA’s unique personality.

Which word best describes your customer communications?

Formal Friendly

Select the term that best describes your financial institution’s internal culture.

Pragmatic Exploratory

Which term best describes your customers?

Digital-Savvy: Tech-smart, prefer digital banking

Digital-Skeptic: Tech-wary, prefer traditional banking

Digital-Savvy Digital-Skeptic
Your Personalized IDA

Formal, Pragmatic, Savvy

Your IDA:

  • Speaks with an authoritative tone and maintains the highest level of professionalism.
  • Provides financial recommendations with a straightforward approach.
  • Supplies quick and accessible information and user-friendly content.

Formal, Exploratory, Savvy

Your IDA:

  • Speaks with an authoritative tone and maintains the highest level of professionalism.
  • Provides financial recommendations with a high level of enthusiasm.
  • Supplies quick and accessible information and user-friendly content.

Formal, Pragmatic, Skeptic

Your IDA:

  • Speaks with an authoritative tone and maintains the highest level of professionalism.
  • Provides financial recommendations with a straightforward approach
  • Ushers customers into digital banking with thorough responses and a friendly, familiar face for their questions.

Formal, Exploratory, Skeptic

Your IDA:

  • Speaks with an authoritative tone and maintains the highest level of professionalism.
  • Provides financial recommendations with a high level of enthusiasm.
  • Ushers customers into digital banking with thorough responses and a friendly, familiar face for their questions.

Friendly, Pragmatic, Savvy

Your IDA:

  • Speaks with a casual tone and relates to your customers on a personal level.
  • Provides financial recommendations with a straightforward approach
  • Supplies quick and accessible information and user-friendly content.

Friendly, Exploratory, Savvy

Your IDA:

  • Speaks with a casual tone and relates to your customers on a personal level.
  • Provides financial recommendations with a high level of enthusiasm.
  • Supplies quick and accessible information and user-friendly content.

Friendly, Pragmatic, Skeptic

Your IDA:

  • Speaks with a casual tone and relates to your customers on a personal level.
  • Provides financial recommendations with a straightforward approach
  • Ushers customers into digital banking with thorough responses and a friendly, familiar face for their questions.

Friendly, Exploratory, Skeptic

Your IDA:

  • Speaks with a casual tone and relates to your customers on a personal level.
  • Provides financial recommendations with a high level of enthusiasm.
  • Ushers customers into digital banking with thorough responses and a friendly, familiar face for their questions.

Interested in automating amazing customer experiences? Contact us and request a demo of the KAI platform.


Discover What’s Next

Not ready to make a move just yet? Check out this infographic detailing our proven Ready, Set, Go! implementation process to learn how we help financial institutions go live with an intelligent digital assistant in 30 days.