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What does it do?

  • Banking Chatbots
  • Financial Literacy
  • Personalized Banking
  • Customer Service Automation
  • Financial Advisory

How is it used?

  • API
  • Access via web/mobile app
  • or SDK for banking queries.
  • 1. Access w/ web browser
  • 2. Use on mobile device
See more

Who is it good for?

  • Customer Service Representatives
  • Retail Banking Customers
  • Corporate Banking Clients
  • Financial Institution Employees
  • Mobile Banking Users

Details & Features

  • Made By

    Kasisto
  • Released On

    2013-08-27

Kasisto is a company that specializes in developing conversational AI solutions for the banking industry. Their flagship products, KAI and KAI-GPT, are designed to enhance digital banking experiences by providing personalized and accurate responses to customer queries and empowering employees with real-time financial intelligence.

Key features:
- Conversational AI: Facilitates human-like interactions and provides accurate responses to banking queries
- Generative AI: Combines conversational capabilities with GPT technology to deliver tailored financial knowledge and insights
- Hyper-personalization: Delivers personalized responses and recommendations based on individual user data
- Omni-channel support: Automates interactions across mobile apps, web platforms, and chatbots
- 24/7 availability: Manages the majority of inbound customer interactions, allowing employees to focus on high-value tasks
- Instant knowledge access: Provides employees with immediate access to financial intelligence

How it works:
Users interact with KAI through various digital channels, such as mobile apps, websites, and chatbots. For example, a customer can ask KAI about their account balance, recent transactions, or request financial advice. Employees use KAI to access real-time financial information and insights, enabling them to provide better customer service and make informed decisions.

Integrations:
Kasisto's platform integrates with various financial systems and technologies, including:
- Core banking systems: Provides real-time data and insights
- CRM systems: Delivers personalized interactions
- FinTech solutions: Stays at the forefront of technological advancements in the banking sector

Use of AI:
KAI-GPT uses generative AI to tailor responses and recommendations based on individual user data. It also analyzes large datasets to provide insights and predictions, helping financial institutions make data-driven decisions.

AI foundation model:
KAI-GPT is built on the latest GPT technology, known for its advanced natural language processing capabilities. This allows the platform to understand and generate human-like text, making interactions more intuitive and effective.

How to access:
Kasisto's solutions are available as a web app, mobile app, API, and SDK, catering to the needs of global financial institutions, regional banks, community banks, and credit unions.

Company information:
- Founded: October 1, 2013
- KAI-GPT launched: May 31, 2024
- Proprietary solutions (not open source)

  • Supported ecosystems
    Unknown
  • What does it do?
    Banking Chatbots, Financial Literacy, Personalized Banking, Customer Service Automation, Financial Advisory
  • Who is it good for?
    Customer Service Representatives, Retail Banking Customers, Corporate Banking Clients, Financial Institution Employees, Mobile Banking Users

Alternatives

ZeroTax automates tax preparation and filing for individuals and small businesses using generative AI.