KAI is the leading digital experience platform for the financial services industry. Kasisto’s customers include DBS Bank, J.P. Morgan, Emirates NBD, Standard Chartered, TD Bank, and Manulife Bank among others. They chose KAI for its proven track record to drive business results while improving customer experiences. The platform is engaging with millions of consumers around the world, all the time, across multiple channels, in different languages, and is optimized for performance, scalability, security, and compliance. KAI is built with the deepest Conversational AI portfolio in the industry. Kasisto is headquartered in New York City, with offices in Silicon Valley and Singapore. Kasisto Singapore Pte Ltd is a wholly-owned subsidiary of Kasisto. 

Says, Zor Gorelov, CEO & Co-Founder of Kasisto. “Our platform, KAI is built specifically for the financial services industry, and powers human-like conversations across consumer banking, business banking, and investment management. KAI is deployed in 18 countries and is engaging with millions of consumers around the world, every day, across multiple channels, in different languages, and is optimized for performance, scalability, security, and compliance.”

 

Product & Services:

• KAI CONSUMER BANKING

 

KAI Consumer Banking is the Conversational AI solution for the humanized digital experience customers crave 

Customers are looking for immediate and convenient ways to bank, but still want experiences that are personalized and human. This creates a wonderful opportunity for financial institutions to perfect their customer experience and service, while improving operational efficiencies and reducing cost. 

KAI Consumer Banking (KCB), provides digitally-engaging experiences for your customers through a branded virtual assistant. KCB is fluent in banking from day one. This deep financial expertise eliminates the need for costly ramp-up time and training. KCB comes with everything you need to develop, customize, maintain, and grow your virtual assistant.

Servicing Customers Digitally, with a Touch of Human-like Conversation

Increase operational efficiencies and reduce contact center call volumes. Every time KAI provides an engaging digital experience—either by empowering your customer to self-serve or offering them a relevant product or service—is an opportunity to avoid an incoming call. 

Customer Engagements that Boost Brand Loyalty 

When KAI engages the customer, they’re on a mutual mission to meet the consumer’s goals and improve their financial well-being. Understanding what the customer wants helps KAI recommend the products and services they actually need. Not only do you increase brand loyalty by helping customers manage their money, track spending and reach saving goals, you also increase their lifetime value to your organization.

 

Grow with Customersand Increase their Lifetime Value

KAI helps leverage data about your customers’ journeys to make relevant, timely suggestions. KAI’smpersonalized growth strategy takes the friction out of up-sells and cross-sells, and is far more cost effective than sending general offers.

 

Grow with Customers and Increase their Lifetime Value

KAI helps leverage data about your customers’ journeys to make relevant, timely suggestions. KAI’s personalized growth strategy takes the friction out of up-sells and cross-sells, and is far more cost effective than sending general offers.

 

• KAI BUSINESS BANKING

 

Servicing the Intricacies with Intelligent Banking Conversations

Institutional banks are increasingly adding rich functionality into their web and mobile apps to help business customers self-serve. KAI does this naturally. Whether they want to perform complex workflows or simply navigate complex portals, KAI empowers your customers to achieve their goals and find what they need.

Even the simplest task, like getting a balance, is no easy feat when data is spread across multiple accounts, comprised of multiple currencies, and accessible to multiple users with different levels of permissions. Connecting your customer’s users to their tasks is straightforward – simply ask KAI. They get quick help and you give better service – while also improving operational efficiencies and reducing contact center call volumes.

 

Simplified Customer Engagements that Do More

Everyone could use some financial help – from the small business owner to the CFO. Whether they’re running their business, or managing an army of finance professionals, your customers count on you to help them achieve their goals. 

That’s how KAI helps you. When KAI’s virtual assistant or chatbot engages your customer, it puts their goal at the forefront of the conversation and understands the context to fulfil their needs. Doing more for your customers does more for your brand loyalty and NPS scores. 

Build Business Relationships That Last

Product recommendations and offers via intelligent conversations not only decrease costs, but also improve your customer’s perception that you actually understand their needs versus simply wanting to sell them something.

 

• KAI INVESTMENT MANAGEMENT

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 to how wealth managers engage 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 a digital experience and strategy that resonates with their new client demographic.

Meet KAI’s Virtual Investment Assistant, KIM.

Built with the most advanced conversational AI technology in the finance industry, KIM powers digitally engaging experiences that delight customers. 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.

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 build digital experiences that entice customers to engage with their bank and investment advisor.

KIM provides customers with information about their portfolio, offering insights that enable better investment decisions and preparation to speak with their financial advisor.

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

 

KIM Educates Your Customers, Providing Them with 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 a trustworthy expert. They are trusting you with their most valuable and precious possession, their future. KIM provides clients with the terms and knowledge they need to be a savvy investor.

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

Meet the Leader

Zor Gorelov, CEO & Co-Founder : Zor has over 20 years of experience in the software industry. He was the co-founder and CEO of SpeechCycle, a market leader in cloud-based contact center optimization solutions for the telco market. SpeechCycle was acquired by Synchronoss Technologies (SNCR). Before that, Zor founded and ran BuzzCompany.com, a provider of enterprise collaboration and messaging software, which was acquired by Multex.com (MLTX). He has held multiple engineering and product management positions at Microsoft and Computron Software. His interest in speech and natural language technologies dates back to the early 90’s when he worked at Bell Labs.