Discover Your Virtual Banker Personality Type

Kasisto’s digital experience platform, KAI, powers intelligent digital assistants (IDAs) to automate the amazing experiences customers 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 this 3-question 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

Meet Your Virtual Best Banker
Complete the form to find out the personality type of your intelligent digital assistant.

Your Virtual Banker Personality Type

Formal, Pragmatic, Savvy

Your intelligent digital assistant:

  • 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 intelligent digital assistant:

  • 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 intelligent digital assistant:

  • 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 intelligent digital assistant:

  • 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 intelligent digital assistant:

  • 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 intelligent digital assistant:

  • 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 intelligent digital assistant:

  • 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 intelligent digital assistant:

  • 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.

Discover What’s Next

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.

Interested in automating amazing customer experiences?

Contact us and request a demo of the KAI platform.

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