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Kasisto

Enhance financial customer service with AI-powered conversational agents

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Kasisto

Target Audience

  • Banks and credit unions
  • Financial customer support teams
  • FinTech product managers
  • Wealth management firms

Hashtags

#CustomerServiceAI#AICustomerSupport#BankingAI#FinancialChatbots

Overview

Kasisto helps banks and financial institutions deliver better customer experiences using smart AI assistants. It handles common inquiries automatically while giving employees instant access to company knowledge, reducing wait times and operational costs. The platform focuses specifically on banking needs like compliance and financial terminology.

Key Features

1

AI-Powered Agents

Handles 90% of customer inquiries automatically 24/7

2

Instant Knowledge Access

Gives employees bank-specific answers in seconds

3

KAI-GPT

Specialized AI model for financial terminology and compliance

4

Performance Analytics

Tracks engagement metrics and service effectiveness

Use Cases

🤖

Automate customer support during mergers/system upgrades

💼

Empower employees with instant policy access

📈

Analyze customer interactions for growth opportunities

🏦

Handle 90% of routine banking inquiries automatically

Pros & Cons

Pros

  • Specialized for financial compliance requirements
  • Handles 50M+ customers with proven scalability
  • Combines generative AI with banking-specific prescriptive guidance
  • Provides measurable ROI through engagement analytics

Cons

  • Specifically designed for financial institutions only
  • Custom integration may require partner involvement

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