About Us | Kasisto | Humanizing Digital Experiences

About Us

At Kasisto, we exist to promote smart financial decisions and strong financial wellness for all we serve.

Who We Are

Our team has set the standard for AI-powered experiences in the financial industry for more than a decade. We’re a group of industry experts passionate about driving innovation and transforming how financial institutions engage with people.

We are at work every day, forging trusted relationships with all varieties of bankers, across the globe and around the corner, with the goal of enabling any financial institution to leverage leading conversational AI technology to deliver consistently amazing experiences in real-time, anytime, across every channel.

By The Numbers

Company Milestones

2013

Kasisto Founded

Our technology is born at Stanford Research Institute.

2018-2019

First AI-Powered Digital Employee & Kasisto Large Language Model (LLM)

Liv Bank launches KAI-powered Olivia after an extensive digital “recruiting” campaign and online “hiring” session. Our first LLM for the financial services industry, K-BERT, launches.

2020-2022

Expanded across the Digital Banking Ecosystem

Kasisto builds upon and forges strong partnerships with FIS, Q2, LinkLive, Candescent, and others.

2023-2024

Industry’s First Consumer Facing Digital Assistant Powered by Gen AI

Kasisto welcomes Lance Berks as CEO, a seasoned leader in conversational AI.

2025

Ongoing Innovations in Voice and Agentic AI for Financial Services

Chief Product & Innovation Officer, Joshua Schechter joins Kasisto to spearhead latest advancements.

Our Investors

We’re proud to have the support of a group of distinguished investors who share our vision of transforming the financial services industry through generative conversational AI.

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Executive Team

Don W. Layden, Jr. \ \ Executive Chairman
Lance Berks \ \ Chief Executive Officer
Joshua Schechter \ \ Chief Product & Innovation Officer
Michael Wasserfuhr \ \ Chief financial officer

Robert Dugdale \ \ SVP of Enterprise AI
George Trad \ \ Sr. VP, Product
Justin Arnoldi \ \ Managing Director EMEA and APAC
Rob Kassel, PhD \ \ EVP Global Customer Experience

Board of Directors

Don W. Layden, Jr. \ \ Executive Chairman
Patricia Kemp \ \ Co-Founder & General Partner, Oak HC/FT
Habib Kairouz \ \ Managing Partner, Rho Capital Partners
Manu Rana \ \ Founding Partner & Senior Advisor, Ten Coves Capital
Mike Abbaei \ \ Co-founder & Managing Partner, Naples Technology Ventures

Contact Us

Our Partners

Kasisto partners with some of the world’s leading FinTech companies to transform the way customers, members, and employees engage with and experience financial services.

Learn More