KAI Platform (by Kasisto)

KAI Platform is a conversational AI system built for financial services, enabling banks and institutions to deploy intelligent virtual agents that deliver human‑style interactions, answer banking queries, escalate when needed, and operate across channels in a secure, compliant way.

Pricing Model: Paid

Category: Customer Support and CRM Ai Tools

https://kasisto.com/products/kai-platform/

Release Date: 04/09/2018

• Domain‑aware conversational AI optimized for banking and finance
• Multi‑channel deployment (web, mobile banking app, messaging, voice)
• Intent recognition, context retention, multi-turn dialogues
• Generative AI integration (with KAI‑GPT) for advanced responses
• API and backend system integration for account and transaction data
• Self‑service content and response management studio
• Analytics, dashboards and conversational insights
• Escalation and handoff to human agents when needed
• Multilingual support to serve global customers
• Multi-tenant architecture and scalability for numerous banking brands

The KAI Platform by Kasisto is a conversational AI system purpose-built for banks and financial services organizations. It is designed to deliver secure, intelligent, human‑like digital experiences for customers and employees, leveraging deep financial domain knowledge, conversation modeling, and AI techniques. KAI’s core strength is its awareness of banking context—such as account balances, transfers, product offers—and its ability to access backend systems to provide accurate and actionable responses.

With KAI, institutions can deploy virtual agents across multiple channels—web chat, mobile app chat, messaging platforms, and voice interfaces. These agents maintain conversational context over multiple turns, interpret intent, and support branching flows that allow customers to clarify or change their questions mid‑dialogue. For more complex or sensitive requests, KAI supports handoff to human agents, seamlessly bridging AI and live support.

One of the advanced capabilities of KAI is integration with its proprietary large language model, KAI‑GPT, which enables generative, contextually grounded responses tailored for banking. This allows the system to understand and produce more natural answers, handle long‑tail queries, and dynamically compose responses using internal documents and policies. The generative layer is tuned for financial accuracy, compliance, and trust.

On the operational side, KAI includes tools for content management and response editing, so non-technical teams (such as marketing, compliance, or product) can update or approve conversation flows. It also provides analytics dashboards and insight modules to monitor usage, detect gaps, optimize agent behavior, and analyze sentiment, drop-offs, and containment rates. Integration APIs connect KAI to core banking systems, CRMs, user profiles, and transaction engines, enabling true conversational banking rather than just chat.

Its architecture supports multi-tenant deployments, making it suitable for banks with multiple brands or regional operations. It is built for scale, able to manage millions of interactions across languages and regions. The platform emphasizes security, privacy, and compliance, critical in the financial domain, and includes features for data anonymization and audit tracking. Many leading banks and financial institutions use KAI to power chatbots, voice assistants, internal banking assistants, and digital customers’ conversational interfaces—helping reduce call volumes, improve engagement, and offer contextual, personalized service at scale.

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