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Cross-Sector / Enterprise FintechCustomer & SalesCRM for Financial Services

Kasisto

Agentic AI platform delivering conversational banking experiences and agent assistance for financial institutions.

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Overview

Kasisto, now an operating subsidiary of Backbase, provides an agentic AI platform purpose-built for banks and credit unions. The KAI platform delivers personalized customer and employee experiences through conversational interfaces, leveraging proprietary large language models (KAI-GPT) and generative AI technology to power AI agents. These agents offer prescriptive and generative AI-powered customer assistance, agent support, and employee self-service capabilities. The platform features behavioral personalization (KAIgentics), multi-agent coordination, and real-time adaptation based on customer profiles and financial behaviors.

Kasisto serves global financial institutions, regional banks, community banks, and credit unions with solutions including KAI Answers for employee knowledge access and AI agents for customer interactions. The KAI Platform, which includes KAIops for operational intelligence, integrates with financial institutions' knowledge repositories to provide instant answers, reduce agent response times, and handle support spikes during transitions. The platform emphasizes regulatory compliance, security, and behavioral intelligence while enabling predictive engagement and proactive customer outreach.

Key Features

  • + KAI-GPT large language model for financial services
  • + Multi-agent agentic AI coordination for complex workflows
  • + KAIgentics behavioral personalization engine with real-time adaptation
  • + KAI Answers employee knowledge base assistant
  • + Prescriptive and generative AI-powered customer service agents
  • + Proactive engagement and predictive customer outreach
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