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The Future of Customer Service in Banking Is Not Reactive. It’s Proactive. For years, customer service has meant waiting for customers to reach out through a call, a chat, or an app. But what if your bank reached out first? Joshua Schechter, Chief Product & Innovation Officer at Kasisto AI, shares how KAIgentic is enabling the next evolution of customer engagement, where AI agents identify opportunities, take compliant action, and deliver value in real time. “Imagine if all of your best customers received a timely, personalized call saying, ‘Based on your strong activity this month you’ve been selected to upgrade to our platinum card with exclusive benefits.’ That doesn’t happen today, but with agentic AI, it can.” Proactive, personalized outreach turns routine service into growth, loyalty, and trust at scale. Learn how KAIgentic helps banks and credit unions lead this shift. #KAIgentic #Kasisto #AgenticAI #AIinBanking #CustomerExperience #BankingInnovation #FinancialServices

Bringing Control and Clarity to Agentic AI Across the Enterprise Many banks today are experimenting with agentic AI, but often in silos, each department testing different tools, platforms, and approaches. The result? Dozens of disconnected agents, scattered data, and little visibility into what’s actually happening. Joshua Schechter, Chief Product & Innovation Officer at Kasisto AI, explains how KAIgentic changes that. It’s a unified, secure platform where every line of business can safely build, manage, and monitor their own intelligent agents — while the enterprise maintains full oversight and compliance. “Each organization in your business can have their own access, their own safe knowledge space to create and manage their agents. And as an enterprise, you can see how those agents are performing across the organization.” KAIgentic gives financial institutions control, consistency, and confidence in deploying AI at scale, without the chaos. #KAIgentic #Kasisto #AgenticAI #AIinBanking #BankingInnovation #FinancialServices

From Insights to Intelligence: How AI Empowers Every Corner of the Bank Joshua Schechter, Chief Product & Innovation Officer at Kasisto AI, shares how the next generation of AI is elevating the entire financial institution, from bankers and back-office teams to the customers they serve. With KAIgentic, banks and credit unions can leverage AI not just to automate, but to inform, empower, and prepare teams for smarter, more personalized interactions. As Josh puts it, “Can I leverage the Kasisto platform to prep me for that meeting? Pull out the insights for me. Tell me what's going on in that company's industry. That's where we see it really leveling up the intelligence across the financial institution.” See how KAIgentic helps financial institutions turn data into action and customers into confident decision-makers. #KAIgentic #Kasisto #AIforBanking #AgenticAI #BankingInnovation #FinancialServices #CustomerExperience

We’re Not Talking About Tomorrow’s AI. We’re Building AI for Customers Today. Joshua Schechter, Chief Product & Innovation Officer at Kasisto AI, shares what drives our innovation every day, turning vision into something customers can see, use, and trust. When financial institutions experience KAIgentic in action, they see what’s possible right now: secure, compliant, and intelligent AI that’s already transforming customer experiences and operational efficiency. As Josh puts it, “The product is there. We have beta testers on it. The future is here. We just have to grasp it and understand how to use it.” Watch the clip to see how Kasisto is helping banks and credit unions bring tomorrow’s AI to life for customers today. #KAIgentic #Kasisto #AIforBanking #AgenticAI #BankingInnovation #CustomerExperience #FinancialServices

From Product Options to Personalized Recommendations Joshua Schechter, Chief Product & Innovation Officer at Kasisto AI, shares a glimpse into how agentic AI is changing the way customers make financial decisions. Imagine applying for a credit card when your bank offers 16 options. Instead of scrolling through pages of terms and benefits, your AI assistant already understands your transaction history, spending patterns, and preferences. It can instantly recommend the top three cards that fit you best and even simulate which one would deliver the most rewards based on your past spending. That is the power of context, intelligence, and personalization working together. It is not just a better experience. It is smarter banking that builds trust and loyalty. See how KAIgentic brings this level of personalization to life. #AIforBanking #KAIgentic #Kasisto #AgenticAI #Personalization #CustomerExperience #BankingInnovation #FinancialServices

From Data to Decisions: The Next Evolution in Customer Engagement Joshua Schechter, Chief Product & Innovation Officer at Kasisto AI, shares how agentic AI goes far beyond transactional assistance. Imagine asking your AI assistant, “What was that restaurant I visited last Thursday?” or “Can I afford a new TV based on my recent spending?” and getting an intelligent, context-aware answer that helps you act with confidence. That is the difference between static banking apps and intelligent AI-driven experiences. Agentic AI doesn’t just inform, it empowers customers to make smarter financial decisions. See how KAIgentic brings this next level of intelligence to banks and credit unions. #AIforBanking #AgenticAI #KAIgentic #Kasisto #CustomerExperience #FinancialServices #BankingInnovation