Redefining Personalized Assistance in the Digital Age: Kasisto

In an era where digital engagement is not just preferred but expected, the demand for seamless, intelligent interactions is on the rise. As advanced generative AI systems, like Kasisto's ChatGPT-powered KAI platform, become integral to diverse experiences, the expectations of customers and employees continue to escalate. Customers today expect more than just transactions; they demand to be recognized, understood, and served promptly, on their terms. To stay competitive, institutions are compelled to deliver secure, intelligent, and engaging digital experiences that go beyond mere transactions and provide accurate answers. The key is to automate experiences that are not just satisfactory but consistently amazing.

KAI - The AI-Powered Digital Banker

Enter KAI, Kasisto's conversational AI platform, a revolutionary force infused with unparalleled financial literacy. KAI goes beyond automating interactions; it augments your workforce with digital bankers capable of facilitating human-like conversations enriched with "in-the-moment" financial knowledge.

With KAI, your institution can:

1. Automate Amazing Experiences: Consistently deliver exceptional experiences across every channel.
2. Hyper-Personalized Responses: Provide tailored responses and recommendations to consumers at any time.
3. Empower Employees: Equip your workforce with knowledge, giving greater meaning to their roles and enhancing harmony.

As generative AI advances, Kasisto has seamlessly integrated KAI with the latest GPT technology to birth KAI-GPT. This amalgamation represents the financial industry's first large language model specifically crafted for banking. KAI understands the nuances of financial preferences and conversational behaviors, forging human-like connections. It swiftly navigates vast data to answer intricate questions and execute actions with remarkable speed and consistency. With over 50 million consumers having access to KAI, real engagement is not just a goal; it's a reality. Kasisto doesn't just streamline workflows and reduce costs; it empowers your employees with unparalleled financial intelligence. Digital assistants manage a significant majority of inquiries, allowing your workforce to focus on high-value conversations. A staggering 90% of questions find their answers through KAI.

Embracing AI isn't just a technological advancement; it's a strategic move to spearhead business transformation. The KAI Banker’s Portal generates insights, unlocking opportunities for growth, market expansion, and innovative solutions. With a 4x increase in digital engagement, the impact is not just theoretical; it's tangible ROI. Kasisto collaborates with global financial institutions, regional banks, community banks, and credit unions. The platform's adaptability makes it a powerful tool for institutions of varying scales. Partnerships with FinTech companies provide access to the most potent combination of generative AI, conversational capabilities, and comprehensive financial knowledge.

In the evolving landscape of AI-driven interactions, Kasisto's conversational AI platform, KAI, transcends traditional boundaries, elevating the concept of personalized assistance to new heights. This groundbreaking platform empowers your employees, customers, and members to effortlessly navigate the vast information landscape, uncovering needles of knowledge within the proverbial haystack.

Key Features of KAI:

1. Expansion and Augmentation of Workforce: KAI introduces the concept of digital bankers, augmenting and expanding your workforce. These digital bankers engage in hyper-personalized, human-like conversations, fostering a sense of connection and encouraging exploration.
2. Immediate Access to Personalized Financial Information: KAI provides swift access to personalized financial information, transforming the employee experience and creating memorable customer interactions across all channels. The result is a financial institution poised to build prosperous relationships, deepen brand trust, and drive sustainable growth.

Explore KAI-GPT:

• Powerful Capabilities: KAI-GPT seamlessly merges the latest GPT technology with Kasisto's industry-leading conversational AI. Purpose-built for banking, it becomes the first large language model designed to fully embody your brand.
• Consistent, Reliable, and Precise Interactions: Informed by your institution's data and content, KAI-GPT delivers content that is not just conversationally precise but also consistently reliable. It generates insights, product comparisons, and process suggestions based on up-to-date, accurate financial data.
• Addressing Industry Needs: KAI-GPT is tailored to meet the unique needs of the banking industry, ensuring privacy, security, accuracy, visibility, and sustainability.

Dive into KAI Answers:

• Banking-Savvy Large Language Model: Built on the banking-savvy large language model KAI-GPT, KAI Answers is a generative AI application providing detailed, accurate responses to diverse banking questions. It streamlines information extraction and ensures employees can focus on customer delight.
• Secure and Dependable: KAI Answers searches and extracts information from approved content sources, offering secure and dependable answers. It paraphrases complex information into natural language and cites the sources for easy follow-up.

Embrace Intelligent Digital Assistants (IDAs):

• Customized Brand Integration: IDAs are crafted to mirror the brand identity of your financial institution, seamlessly fitting into your team. These assistants integrate with existing systems, providing personalized, real-time financial data and facilitating smooth handoffs to human team members through live chat technology.

KAI Consumer Banking:

• Immediate and Personalized Experiences: Consumers seek immediacy coupled with personalization. KAI Consumer Banking offers digital experiences through an intelligent digital assistant, proficient in a myriad of banking tasks, from account queries to personal financial management.
• Expert in Banking Matters: KAI's deep financial expertise eliminates the need for extensive training. It is fluent in banking intricacies, providing consumers with comprehensive assistance from day one.

Specialized Solutions: Business Banking and Investment Management:

• Business Banking Knowledge: KAI caters to the unique needs of business customers, providing immediate access to precise information on complex requests, services, and products such as cash positions, payments, and aggregate holdings.
• Investment Management Expertise: For consumers with a future-focused mindset, KAI becomes a trustworthy advisor, offering the knowledge needed to make informed investment decisions and fostering collaboration with financial advisors.

In essence, KAI Platform transcends the conventional, offering a suite of solutions that redefine how personalized assistance is delivered in the digital era. From hyper-personalized conversations to comprehensive financial knowledge, KAI transforms interactions, paving the way for a more connected and informed financial landscape.

Zor Gorelov, Chief Executive Officer and Co-Founder

“Kasisto’s conversational AI platform, KAI, is infused with unmatched financial literacy and augments your workforce with remarkably competent digital bankers who facilitate accurate, human-like conversations and empower your teams with “in-the-moment” financial knowledge.”