Kasisto

Kasisto provides KAI, a leading agentic AI platform meticulously engineered for the financial services sector. It aims to transform how financial institutions engage with their customers and empower their employees. Moving beyond traditional chatbots, Kasisto's platform facilitates intelligent, proactive, and personalized digital experiences. It leverages a multi-agent AI system, a proprietary behavioral engine, and a large language model (KAI-GPT) trained specifically on financial data. This ensures that all interactions are not only contextually aware and human-like but also fully compliant with strict industry regulations, offering a zero-hallucination guarantee. The platform is trusted by leading global financial institutions, regional banks, and credit unions to reduce operational costs, increase digital engagement, and build stronger, more profitable customer relationships.

How to use Kasisto

As an enterprise-level platform, integrating Kasisto involves a collaborative process:

1. Schedule a Demo: The first step is to contact Kasisto through their website to schedule a personalized demo. This allows their team to understand your institution's specific challenges and goals.
2. Consultation and Strategy: Kasisto's experts work with your team to define the strategy. This includes identifying key use cases, such as customer support, agent assistance, or internal employee tools, and outlining the desired outcomes.
3. Integration: Kasisto's platform is designed for seamless integration. Through its partners and APIs, KAI can be integrated into your existing digital banking websites, mobile applications, and internal systems.
4. Configuration and Training: The AI is configured with your institution’s unique knowledge base, product information, policies, and brand voice. KAI Answers can be trained on your internal documents to provide instant, accurate information to employees and agents.
5. Deployment and Optimization: Once deployed, Kasisto continuously learns from interactions to refine and improve its performance, ensuring ongoing optimization of customer satisfaction and operational efficiency.

Core Features of Kasisto

• KAIgentics: A proprietary behavioral engine that analyzes real-time user behavior and historical data to deliver deeply personalized and adaptive financial conversations.
• Multi-Agentic AI: Utilizes a system of specialized AI agents that work collaboratively. This architecture allows for faster, more accurate handling of complex, multi-step financial queries and tasks without hallucinations.
• KAI-GPT: A powerful large language model that combines Kasisto's proprietary financial LLM with the latest GPT technology, ensuring authoritative and secure generative AI capabilities for banking.
• KAI Answers: An AI-powered tool that provides instant, accurate, and referenceable answers from an institution's knowledge base, empowering both employees and customer service agents.
• Predictive Engagement: Proactively anticipates customer needs based on their behavior and financial journey, allowing for timely interventions and support.
• Proactive AI Outreach: Enables financial institutions to engage customers with targeted messages and offers, turning service interactions into revenue-generating opportunities.

Use Cases for Kasisto

Kasisto's platform addresses several critical needs within financial institutions:

• Customer Assist: Deploys intelligent virtual assistants to handle high volumes of customer inquiries 24/7. This is especially valuable during events like mergers or system conversions, ensuring consistent support and reducing call center load.
• Agent Assist: Empowers human customer service agents by providing them with KAI Answers. This gives agents instant access to accurate information, reducing response times, improving first-call resolution, and increasing agent confidence and satisfaction.
• Employee Assist: Streamlines internal operations by allowing employees to quickly find information from various knowledge repositories. This reduces internal friction, improves process efficiency, and ensures employees have the correct policy and procedure information at their fingertips.

Advantages of Kasisto

• Industry-Specific Expertise: Unlike generic AI platforms, Kasisto is purpose-built for finance, understanding the nuances of banking terminology, products, and compliance.
• Trusted Compliance and Security: The platform is designed with a zero-hallucination framework and adheres to strict regulatory standards, ensuring all interactions are safe and reliable.
• Measurable Business Value: Clients report significant ROI, including over 90% contact containment, a 50%+ reduction in live chats, increased digital engagement, and new revenue streams.
• Enhanced Customer Experience: Delivers personalized, human-like conversations that build trust, boost customer satisfaction (CSAT), and increase lifetime value.
• Seamless Integration: Strong partnerships with leading FinTech providers ensure that KAI can be easily integrated into a bank's existing technology stack.

Pricing and Plans

Kasisto provides enterprise-level solutions tailored to the specific needs of each financial institution. Pricing is not publicly listed and is based on the scope of the deployment, the specific products used, and the size of the institution. To get detailed pricing information, interested parties must schedule a demo or contact the Kasisto sales team directly through their website.