Kasisto

Kasisto is an agentic AI platform designed specifically for banks and credit unions to deliver personalized, predictive, and proactive digital experiences. It powers intelligent virtual assistants and copilots that handle customer inquiries and support employee workflows across channels such as mobile apps, web, and contact centers. The platform’s primary purpose is to improve service quality, increase operational efficiency, and enable financial institutions to offer always-on, context-aware assistance to both customers and staff.

Kasisto combines domain-specific large language models with financial data integrations to understand complex banking intent, execute transactions, and provide accurate, compliant responses. Its capabilities include natural language understanding for banking tasks, secure account servicing, transaction insights, and personalized financial guidance based on user behavior and history. The platform can automate routine tasks such as balance inquiries, card management, and payment setup, while also supporting more advanced use cases like product recommendations, financial wellness coaching, and internal knowledge search for employees. Built-in guardrails, governance, and auditing support regulatory requirements and reduce risk in highly regulated environments.