Technology + Design: What’s working in client and advisor experiences?

Recorded May 12, 2021 | Financial Planning INVEST 2021 Virtual Event

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About the Panel

Technology + Design: What’s working in client and advisor experiences?

Wed May 12, 1:45 PM - 2:30 PM EDT

The wealth management sector has seen a wide range of technologies coming into their operating environment that has combined the physical, digital, and biological worlds.  Panel members from Kasisto, Edward Jones and Alliance Bernstein discuss:

  • What's really working in client and advisor experience? 
  • How do you design tech for experience and adoption?
  • Best practice of building and designing around the customer. 


About Us

Kasisto - Humanizing Digital Experiences

Kasisto was founded in 2013 with a mission to humanize digital experiences across the financial services industry.  KAI, our industry leading digital experience platform, is chosen by financial institutions across the globe, such as DBS Bank, J.P. Morgan, Emirates NBD, Standard Chartered, TD Bank, and Manulife Bank among others, for its proven out of the box virtual assistants, and track record to drive business results while improving customer experiences. The platform is engaging with millions of banking customers 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 deepest Conversational AI portfolio in the industry. 

Kasisto is headquartered in New York City, with offices in Silicon Valley and Singapore.

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