Kasisto: AI Agent Platform for Financial Services
Kasisto helps banks and credit unions automate customer support and internal knowledge access. It is designed for institutions that need to maintain regulatory compliance while providing personalized digital experiences.
At a glance
- Best for
- Global financial institutions, Regional banks, Community banks, Credit unions
- Pricing
- Pricing was not clearly available from the provided evidence. Buyers should confirm current pricing on the vendor website.
- Key use cases
- Customer Banking Support, Employee Knowledge Access, Contact Center Agent Assist, System Conversion Support
- Integrations
- FIS, Q2, NCR
- Official website
- Visit Kasisto official website
Kasisto is an AI platform purpose-built for the financial services sector. It uses conversational and generative AI to facilitate interactions between financial institutions and their customers, and provides internal support for employees.
The tool is designed for a variety of financial entities, including global and regional banks, community banks, and credit unions. It provides an AI layer that handles banking-specific queries and integrates with existing financial data.
Practically, the platform supports functions such as consumer banking assistants, employee help desks, and contact center tools. It may help institutions manage spikes in support volume during events like system conversions or mergers.
Buyers should confirm how the platform integrates with their specific core banking systems and evaluate if the generative AI capabilities meet their internal regulatory and security standards.
Key Features
KAI Answers
A generative AI tool that retrieves responses from an institution's internal and public-facing knowledge repositories.
KAI-GPT
A large language model purpose-built for the banking industry to support intuitive interactions.
Multi-Agent Coordination
Supports specialized AI agents working together to handle multi-step banking workflows.
Behavioral Personalization
A behavioral engine that adapts interactions based on user behavior, history, and preferences in real time.
Predictive Engagement
Designed to anticipate customer needs and provide proactive outreach to help reduce inbound call volumes.
Source Citing
Cites the sources of AI-generated answers to provide transparency for follow-up.
Use Cases
Customer Banking Support
Providing 24/7 automated assistance for account queries and money management.
Employee Knowledge Access
Helping bank employees find answers in internal policy documents and knowledge bases.
Contact Center Agent Assist
Providing support staff with access to banking content to help manage response times for customer inquiries.
System Conversion Support
Managing the increase in customer support requests that may occur during bank mergers or system upgrades.
Best For
- Global financial institutions
- Regional banks
- Community banks
- Credit unions
Integrations
- FIS
- Q2
- NCR
Pricing
Pricing was not clearly available from the provided evidence. Buyers should confirm current pricing on the vendor website.
FAQ
Who is Kasisto designed for?
- Kasisto is built for financial institutions, including global banks, regional banks, community banks, and credit unions.
What does KAI Answers do?
- KAI Answers uses generative AI to search a financial institution's knowledge repositories and provide cited responses to employees and customers.
Does Kasisto integrate with other banking software?
- Yes, it provides pre-integrations with digital banking providers such as FIS, Q2, and NCR.
How is pricing handled for Kasisto?
- Specific pricing details were not available in the provided evidence; buyers should contact the vendor for a quote.
Source category: Finance & Accounting
Source subcategory: AI Agent Platform
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Categories
Software Type
How AI is used
Kasisto is an Agentic AI platform built for financial institutions, including banks and credit unions. It supports customer and employee workflows through generative AI and behavioral personalization. Buyers should consider its specific focus on banking and request a demo for pricing details.
Pros & Cons
Pros
- Purpose-built specifically for banking contexts.
- Supports interactions in four languages across 16 countries.
- Includes source citing for generative answers to support transparency.
- Offers pre-integrations with digital banking providers like FIS, Q2, and NCR.
Cons
- Pricing is not clearly available from the provided evidence.
- Specialized specifically for financial services, which may limit use for non-banking businesses.
