Driving Investment Relationships through Digital Experiences

The investment management industry is preparing for the greatest transfer of wealth in modern history.

Baby boomers are beginning to enter retirement and millennials are set to inherit $50+ trillion over the next decade. This shift in generational wealth will bring big changes in how wealth managers will engage with their clients, gone will be the days of review meetings, phone calls and dinners- they will be replaced by portals, alerts, text messages and web chats. Wealth managers must build the digital experience and strategy that will resonate with their new client demographic.

KAI Insurance Solutions
Conversational AI Investment Management

Meet KAI’s Virtual Investment Assistant, KIM.

Built with the most advanced conversational AI technology in the financial services industry, KIM powers next level digitally engaging experiences that resonate and excite. KIM asks questions, gets to know your customers, learns their goals, life plans, and what’s really important to them financially. KIM provides answers and insights, quickly responding to banking questions and helping to guide your customers financial journey, well being and needs – intelligently, anytime, anywhere.

KIM cares about your customers, continually thinking about their financial journey

KAI Chat - investment conversation

Digital Experiences that Resonate and Educate

The new investment customer views the investment management industry as a maze of confusing terms and strategies. KIM helps to build the digital experience that will resonate and excite them to engage with their bank and investment advisor. 

KIM will provide customers with information about their portfolio, educating them and providing insights that enable to make better investment decisions and be better prepared when speaking with their advisor. 

When your customers need a human-touch, KAI can seamlessly hand-off to your agents to complete more complicated tasks.

KIM asks questions, because KIM cares about your customers

  • What are your life goals, financial goals, family goals?
  • What do you see yourself doing professionally at 55?
  • When do you plan to retire?
KAI Chat example - explain investments to customers

KIM educates your customers, providing them insights into their financial well being.

Everyone could use some help navigating their finances and financial well being. Customers want to interact and bank with who they believe is a trustworthy expert. They are trusting you with their most valuable and precious possession, their future. KIM asks questions, gets to know your customers, learns their goals, life plans, and what’s really important to them financially — a truly intelligent virtual assistant that is available anytime, anywhere.

Doing more for your customers, does more for your brand loyalty.

You need a proven solution to engage your customers. KAI’s unique ability to track intent means each conversation is intelligent and helpful.

When KIM engages your customer, it keeps your customer’s goals at the forefront of the conversation. 

KIM Educates your Customers

  • How’s my portfolio doing?
  • Portfolio updates
  • Top movers
KAI Chat example - investing tools

KIM tracks goals and keeps your customers in the know, across their accounts, portfolios and investments.

Investment recommendations and offers that come via intelligent conversations not only decrease your customer acquisition costs, but also increase your standing. Improve your customer’s perception that you actually understand their needs versus simply want to sell a product or service.

KIM delivers relevant, timely, contextual suggestions based on insights you know about your customers so you can automatically improve your customer interactions.

KIM Keeps your Customers in the Know

  • Financial Literacy 
  • Definition of financial products 
  • Information about investment products
  • Account information
  • Portfolio performance

Handing Off to a Human Agent: KAI Shares Context for a Seamless Transition

Even the smartest systems cannot fulfill every imaginable customer request. KAI has been designed to hand-off a conversation to a live chat agent or contact center agent and knows how to keep the customer happy along the way.

  • notificationYour customer is notified that they are being transferred to a live chat agent.
  • contextKAI gives the agent the context he or she needs to get up to speed.
  • positive experienceThe customer gets a seamless, positive experience.
  • KAIWhen the live chat session is finished, KAI can take over the interaction again.
Take full control of your future

Platform Tools & Services

Unlike other AI solutions on the market that keep you trapped in a a service cycle, KAI comes with everything you need to customize, maintain and grow your conversational experiences. With KAI’s platform console you have a full suite of tools to measure engagement and continually train your virtual assistant to respond to ever-changing business goals, KAI is designed to help you easily add new features and services, channels, and markets.

Business Dashboard

Business Dashboard

Measures engagement, usage, system coverage, transfers to live agent, and more. When you have a direct line to your voice of the customer, you need a platform that uncovers new insights, recommends ways to optimize, and gives you the tools to do it.

AI Training Analysis

AI Training & Analysis

Analyze the performance of the system. Train the AI models to increase the accuracy of existing conversations or add new ones. KAI’s machine learning paradigm puts you in the driver’s seat to teach KAI to do more for your customers based on actual usage data and insights.

Conversation Manager

Conversation Manager

Create, read, update, and delete the content used to build and design conversations. Manage content in one console and use the tools to segment and personalize conversations based on customer cohorts and market segments as well as channels. This means your car insurance customers won’t get life insurance conversations and vice versa. Plus, you can run A/B tests and measure their impact directly from the Platform Console.

Conversational AI is Changing the Relationship
Between Investment Managers and Customers.

Don’t Get Left Behind.