What is Kasisto?

Kasisto is an innovative artificial intelligence (AI) platform specifically designed for the financial services industry. It combines generative, agentic, and prescriptive AI technologies to provide intelligent, compliant, and measurable results that enhance both customer and employee experiences. With a focus on delivering meaningful engagement, Kasisto aims to redefine how financial institutions interact with their customers and staff. The platform has already served over 50 million customers, boasting impressive metrics such as a 4x increase in digital engagement and a 90% inquiry resolution rate.

Features

Kasisto offers a wide range of features that cater to the needs of financial institutions, enhancing customer service and employee efficiency. Some of the key features include:

1. Conversational AI Capabilities

• KAI AI Agents: Kasisto's KAI AI Agents provide engaging conversational experiences, ensuring that customer needs are met through personalized interactions.
• Human-like Interactions: The AI understands financial preferences and conversational behaviors, enabling it to provide human-like responses to inquiries.

2. Instant Access to Information

• KAI Answers: This feature empowers employees by providing them with instant access to their institution’s knowledge base, reducing response times and improving service quality.
• Integration with Knowledge Repositories: KAI Answers seamlessly integrates with various knowledge repositories, allowing employees to find relevant information quickly.

3. Business Transformation Insights

• KAI Portal: The portal generates actionable insights that help financial institutions evaluate the effectiveness of their strategies, identify growth opportunities, and explore new market solutions.
• Real ROI: By leveraging these insights, institutions can drive transformation and achieve significant returns on investment.

4. Generative AI Technology

• KAI-GPT: This feature utilizes a proprietary large language model combined with the latest GPT technology, making it one of the most authoritative generative AI solutions in the financial sector.

5. Scalability and Reliability

• Handling Increased Demand: Kasisto's AI Agents can manage significant spikes in customer support requests, ensuring consistent and efficient service during peak times.
• Compliance and Risk Management: The platform is designed to meet industry standards for reliability and compliance, minimizing risk for financial institutions.

6. Employee Empowerment

• Streamlined Workflows: Kasisto helps reduce servicing costs and enhances employee satisfaction by providing them with the tools they need to perform their jobs effectively.
• Knowledge Sharing: Employees can access robust financial intelligence, enabling them to create delightful interactions with customers.

Use Cases

Kasisto's versatile platform can be applied in various scenarios within the financial services sector. Some notable use cases include:

1. Customer Assist

During major transition events such as mergers or system upgrades, financial institutions often face a surge in customer support requests. Kasisto’s AI Agents can handle these increased demands efficiently, ensuring that customers receive consistent support without overwhelming human agents.

2. Agent Assist

When agents struggle to access information quickly, customer service can suffer. KAI Answers provides agents with instant access to crucial information, significantly reducing onboarding time and enhancing their confidence during customer interactions. This ultimately leads to improved service efficiency.

3. Employee Assist

Employees often waste time searching through multiple knowledge repositories or consulting colleagues for information. KAI Answers streamlines this process by providing direct access to referenceable answers and relevant documents, reducing the number of interactions needed to resolve customer inquiries.

4. Business Growth

Financial institutions can leverage the KAI Portal to gain insights into their business strategies. By analyzing performance and identifying opportunities for expansion, institutions can embrace AI to drive growth and transformation.

5. Enhanced Customer Experience

With Kasisto's conversational AI capabilities, financial institutions can create engaging and personalized experiences for their customers. This not only fulfills customer needs but also fosters long-lasting relationships.

Pricing

While specific pricing details for Kasisto are not publicly available, it is common for AI platforms to offer a range of pricing models based on factors such as:

• Number of Users: Pricing may vary depending on the number of users or agents that will utilize the platform.
• Volume of Interactions: Costs may be influenced by the volume of customer interactions processed through the AI system.
• Customization: Institutions may incur additional costs for custom features or integrations tailored to their specific needs.

To obtain accurate pricing information, interested parties are encouraged to contact Kasisto directly for a personalized quote based on their unique requirements.

Comparison with Other Tools

When comparing Kasisto to other AI tools in the financial services sector, several unique selling points set it apart:

1. Industry-Specific Focus

Kasisto is purpose-built for financial services, ensuring that its features and capabilities are tailored to meet the unique needs and challenges of this sector. Many other AI tools may offer general solutions that lack the depth of understanding required for financial institutions.

2. Advanced Generative AI

The integration of KAI-GPT, which combines proprietary technology with the latest GPT advancements, positions Kasisto as a leader in generative AI for banking providers. This sophistication is not always found in competing products.

3. Comprehensive Knowledge Base

Kasisto’s ability to integrate with existing knowledge repositories allows for streamlined access to information, which is crucial for enhancing employee efficiency and customer service. This capability may not be as effectively implemented in other AI solutions.

4. Proven Track Record

With over 50 million customers served and significant metrics such as a 4x increase in digital engagement, Kasisto has demonstrated its effectiveness in real-world applications. This level of proven success can provide potential users with confidence in its capabilities.

5. Trusted by Leading Financial Institutions

Kasisto is already trusted by several leading financial institutions, which adds a layer of credibility and assurance for potential clients considering the platform for their own needs.

FAQ

Q1: What industries can benefit from Kasisto?

Kasisto is primarily designed for the financial services industry, including banks, credit unions, and fintech companies. However, its technology could potentially be adapted for other sectors that require customer engagement and support.

Q2: How does Kasisto ensure compliance and risk management?

Kasisto's platform is built to meet the rigorous compliance and risk management requirements of the financial industry. This includes adhering to industry standards and regulations, ensuring that institutions can trust the AI solutions provided.

Q3: Can Kasisto be integrated with existing systems?

Yes, Kasisto is designed to integrate seamlessly with existing knowledge repositories and systems within financial institutions, allowing for a smooth transition and minimizing disruption to current operations.

Q4: What kind of support does Kasisto offer to its clients?

Kasisto typically provides ongoing support and resources to its clients, including training, technical assistance, and updates to ensure that the platform continues to meet their evolving needs.

Q5: How can I request a demo of Kasisto?

Interested parties can request a demo through the Kasisto website, where they will need to provide their contact information and company details to initiate the process.

In conclusion, Kasisto stands out as a powerful AI tool tailored for the financial services sector, offering a range of features and use cases that enhance both customer and employee experiences. Its focus on generative AI, compliance, and integration makes it a compelling choice for institutions looking to transform their operations.