Kasisto was founded in 2013 and is headquartered in New York City, New York. The company’s mission is to empower financial institutions with conversational AI that provides intelligent digital interactions. Kasisto believes that banking and finance customers deserve seamless, personalized experiences whether they are checking balances, asking about transactions, or seeking financial advice. Its vision is to make digital banking human-like, efficient, and trustworthy.

As a specialist in AI for financial services, Kasisto offers KAI, its conversational AI platform built specifically for banks and fintech companies. KAI engages customers through mobile apps, websites, and voice channels, delivering instant, accurate answers. The platform also provides actionable insights to financial institutions, helping them improve services and build stronger customer relationships. By combining natural language understanding with deep financial knowledge, Kasisto helps institutions provide world-class support at scale.

Key Services Offered by Kasisto

• Conversational Banking AI: Engages customers in natural conversations about their accounts, balances, and transactions.
• Financial Insights: Provides customers with advice and analysis to support smarter money management.
• Omnichannel Support: Works across mobile apps, websites, chat, and voice platforms.
• Agent Assist: Helps human agents with contextual information to resolve complex financial inquiries.
• Analytics and Compliance: Delivers insights to institutions while ensuring compliance with financial regulations.

FAQs

What industries use Kasisto?

Kasisto is primarily used in the banking, fintech, and financial services sectors. Traditional banks deploy it to offer digital-first customer service. Fintech startups use it to provide scalable support without building large contact center teams. Credit unions and investment firms rely on it to deliver financial insights and customer account support. Its specialization makes it particularly effective in industries with high regulatory requirements.

How does Kasisto improve customer experience in banking?

Kasisto improves the customer experience by providing instant, accurate responses to financial queries. Customers can ask questions in natural language, such as “What’s my account balance?” or “Did my paycheck post?” and get immediate answers. The AI also gives financial insights, like spending analysis or savings tips. By reducing the need to call or visit branches, Kasisto makes banking faster, simpler, and more personalized.

Can Kasisto integrate with banking systems?

Yes, Kasisto integrates with core banking systems, CRMs, and mobile apps. This allows it to pull real-time account data and provide accurate answers. Integration ensures customers can complete tasks such as transferring money, paying bills, or checking balances directly through the AI. For banks, integration provides seamless workflows that reduce the burden on human staff. Kasisto is designed to fit smoothly into existing digital banking platforms.

How does Kasisto support human agents?

Kasisto assists human agents by providing conversation summaries, customer account details, and suggested responses. This reduces the time agents spend searching for information and ensures they can focus on solving complex issues. When customers escalate queries, agents receive full context so customers don’t have to repeat themselves. This makes interactions more efficient and satisfying for both customers and support teams.

Is Kasisto secure and compliant for financial use?

Yes, Kasisto is built specifically for financial institutions, which means security and compliance are top priorities. The platform uses encryption to protect sensitive financial data. It complies with strict banking regulations such as PCI DSS and GDPR. Role-based access ensures that sensitive information is only available to authorized staff. Regular audits and monitoring further strengthen trust. Kasisto provides banks and fintechs with a secure, compliant way to deploy conversational AI.

Categories

• Top Customer Support Agentic AI Companies (Contact Center)