Our Solutions
With Kasisto solutions, you can access an Intelligent Digital Assistant and supporting tools and services that address your financial institution’s biggest challenges.
Intelligent Digital Assistants
Customized and branded to engage your market, Intelligent Digital Assistants (IDAs) create a friction-free, personalized customer experience by combining AI and human-like assistance.
Create a unique personality that aligns with your financial institution’s brand and delivers the expertise of your best bankers.
Your Best Digital Banker
IDAs act as an invaluable extension of your banking team.
They are pre-integrated with your digital banking solutions to provide accurate, up-to-the-minute financial data and, when needed, seamlessly transition conversations to human team members through live chat technology.
3 Steps to Building an IDA with Personality
Learn how to make your IDA the face of your financial institution and create a brand touchpoint that resonates with your consumers.
Can a Digital Assistant be Your Most Important Contact Center Teammate?
Utilizing an intelligent digital assistant gives you tangible benefits and valuable results in your consumer-facing digital experiences.
KAI Consumer Banking
KAI Consumer Banking (KCB) is the intelligent digital assistant for retail banking. KCB comes ready with everything you need to humanize, maintain, and develop your best branded digital banker and focus on the specific banking needs of your unique market.
Pre-Packaged Banking Knowledge
Deep financial expertise eliminates the need for costly ramp-up time and training.
Pre-Packaged Banking Knowledge
Deep financial expertise eliminates the need for costly ramp-up time and training.
Integrated Digital Experience
When implemented with your digital banking provider, the assistant delivers accurate and up-to-date financial information across multiple channels.
Integrated Digital Experience
When implemented with your digital banking provider, the assistant delivers accurate and up-to-date financial information across multiple channels.
Seamless Live Agent Handoff
For any query the assistant can’t handle, it passes it off to a live agent and then picks up the chat thread once that interaction is complete.
Seamless Live Agent Handoff
For any query the assistant can’t handle, it passes it off to a live agent and then picks up the chat thread once that interaction is complete.
Omnichannel Service
Websites, mobile apps, and even email, phone, and physical personifications serve as conduits for introducing the assistant to customers and members.
Omnichannel Service
Websites, mobile apps, and even email, phone, and physical personifications serve as conduits for introducing the assistant to customers and members.
Multilingual Solutions & End-to-End Spanish Support
KAI is deployed in 16 countries, supporting banking consumers in a wide variety of languages. For financial institutions that serve Spanish-speaking markets, KAI comes complete with a full-service conversational Spanish solution.
Multilingual Solutions & End-to-End Spanish Support
KAI is deployed in 16 countries, supporting banking consumers in a wide variety of languages. For financial institutions that serve Spanish-speaking markets, KAI comes complete with a full-service conversational Spanish solution.
What Can KAI Consumer Banking Do?
Built on the KAI platform, KAI Consumer Banking equips you to deliver humanizing digital experiences that support customers’ financial well-being and set your consumer banking business up for success.
KAI Consumer Banking covers the entire digital financial journey – from simple support questions to long-term strategic planning. Below are a few ways the digital assistant helps your financial institution serve customers, increase engagement, and drive growth.
Serve Customers
- Greet folks with intelligent, relevant messages delivered by your digital brand ambassador
- Block, replace, or increase the limit of a credit card
- Check on the status of a card or loan application
- Search for transactions and spending
- Augment and support contact center inquiries
Increase Engagement
- Set financial well-being goals and get spending alerts
- Break down spending patterns
- Notify when bills are due or a balance is low
- Pass along contextual merchant offers and rewards benefits
- Deliver targeted, visual experiences based on usage history
Drive Growth
- Deliver your brand in every interaction via a consistent, curated experience
- Upgrade a basic savings account to a higher-yield account
- Apply for a new credit card, debit card, or loan
- Purchase additional products, such as travel insurance
- Enroll in a promotion or campaign
Serving Your Business Banking Community
Your business customers need an intelligent assistant fully equipped to support complex requests and guide critical financial decisions.
KAI Business Banking is trained to provide the specialized care businesses require through immediate access to relevant information, merchant services, and business products, like cash positions and cash flow, payments and wires, and aggregate holdings and liabilities.
Delivering Investment Management Expertise
Consumers require a trustworthy expert to support their most valuable and precious possession, their future. KAI Investment Management provides future-focused consumers with the knowledge they need to become savvy investors and enjoy more informed collaboration with their financial advisors.
Access KAI via Your Digital Banking Provider
With our innovative multi-tenancy model, we efficiently serve multiple applications and brands at scale, streamlining operations and maintenance.
By partnering with FinTech leaders, Kasisto makes KAI available to your financial institution to attract and engage new customers through conversational AI interactions.
Request a Demo
Learn More
