Moxo And Kasisto Collaborate To Improve Client Interactions In Financial Services

The digital banking assistant from Kasisto is incorporated into the OneStop Interaction Client Hub from Moxo.

FREMONT, CA: Financial services organizations must know the link between digital experience and business performance. To compete better against rivals, financial organizations must exchange client data throughout all business functions. Despite the complexity of a financial institution's digital transition, only one essential item needed to have a strong online presence is a platform for digital experiences. For providing digital assistant capabilities within Moxo's OneStop Client Contact Hub, the premier financial services digital experience platform, Kasisto, the company behind KAI, partnered with Moxo, the industry's leading client interaction workflow solution.

"The customer service experience has never been more important to the clients of financial institutions than it is today. From consumer banking to business banking to investment management, today's financial clients expect to engage digitally, efficiently, and at just the right moment. Our partnership and integration with Moxo will allow front-line bankers and relationship managers at financial institutions to focus on the highest-value tasks and conversations, while ensuring their clients enjoy engaging digital experiences." says Zor Gorelov, co-founder and CEO at Kasisto.

Financial institutions can streamline client interactions across multiple client categories and use cases thanks to the connection. KAI uses intelligent digital assistants to manage initial product and service inquiries. It then elevates interactions requiring high-touch human engagement to bank or financial institution knowledge workers to handle via Moxo. The joint offering boosts employee productivity at the bank and lowers the cost of providing client support.

"We are excited to partner with Kasisto to further deliver seamless interactions and experiences that clients and consumers expect in today's digital-first world. Together, Moxo and Kasisto will provide our joint clients with a competitive advantage within the financial services industry by ensuring personalized and engaging experiences across client segments." says Subrah Iyar, co-founder, and CEO at Moxo.