Moxo and Kasisto Partner to Strengthen Customer Interactions in Financial Services

The integration will allow financial institutions to streamline customer interactions across various customer segments and use cases. KAI handles initial requests for products and services through smart digital assistants and forwards all conversations requiring highly tactile human interaction to knowledge workers at the bank or financial institution for processing through Moxo. The joint offer reduces the cost of customer service and increases the productivity of bank staff.

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

Kasisto’s digital assistants, powered by the KAI conversational artificial intelligence (AI) platform, are the first digital banking assistants to be integrated with Moxo. Combined services provide an end-to-end customer interaction solution for financial services. Integrated with Moxo’s live chat module and connected to the financial services ecosystem, KAI will handle the first level of customer questions that do not need to be answered by a human. When KAI cannot answer more complex questions, the digital banking assistant will forward the conversation to a live service representative in Moxo’s live chat module in real time.

“We are thrilled to partner with Kasisto to deliver more of the seamless interactions and experiences that customers and consumers expect in today’s digital world,” said Subrah Iyar, Co-Founder and CEO of Moxo. . “Together, Moxo and Kasisto will provide our mutual customers with a competitive advantage in the financial services industry by ensuring personalized and engaging experiences across all customer segments.”

The companies plan to expand the partnership to include additional use cases and interaction modules over the coming months. Together, Moxo and Kasisto will further enhance modern customer interaction capabilities to help financial institutions deliver cutting-edge customer interactions and deepen their relationships with their customers.

To learn more about Moxo, visit To learn more about Kasisto, visit

About Moxo

Modernize the management of your customer interactions with Moxo.

Today’s customer engagement activities are stuck in the chaos of fragmented silos, requiring significant manual intervention. Moxo provides a OneStop Client Hub to manage customer interactions through modern digital automation. Businesses can streamline customer interactions based on timelines, including account onboarding, account management, and exception management.

Moxo powers customer interaction workflows across a diverse set of industries, including financial services, consulting, legal, accounting, healthcare, and more. Our clients include companies such as Citibank, FIS, Standard Chartered, BNP Paribas, etc.

Our team has a rich history of pioneering engagement: co-founder and CEO of Moxo, Subrah Iyarwas the co-founder and CEO of Webex, and the co-founder and CTO of Moxo, Stanley Huang, has held senior engineering positions at Cisco Systems and WebEx. To learn more, visit and follow the company on LinkedIn, Twitter and instagram.

About Kasisto
KAI is the leading digital experience platform for the financial services industry. At Kasistō customers include J.P. Morgan, WestpacStandard Chartered, TD and Manulife Bank and credit unions such as strong winds and Excite – and many more. These financial institutions have chosen KAI for its proven track record of growing business and improving the customer experience. The platform interacts with millions of consumers around the world, all the time, across multiple channels, in different languages, and is optimized for performance, scalability, security, and compliance. KAI is built with the most comprehensive conversational AI portfolio in the financial industry and is tightly integrated with the fintech ecosystem through partnerships with proven technology providers such as FISRCN, Q2 and others. Kasisto has its headquarters at New York Citywith offices in Silicon Valley and Singapore. Kasisto Singapore Std Ltd is a wholly owned subsidiary of Kasisto. For more information, visit Follow Kasisto on Twitter, LinkedIn and Facebook.

Katie Butler
(614) 507-5512