Meet us at InVest 2019!

Kiran Narsu

Chief Revenue Officer

Don't miss our hosted lunch session on Wednesday, July 17th from 12:15pm to 1:15pm!

Topic:
The Changing Demographic of the Wealth Customer

Description: The wealth and investment management space is heating up. With the emergence of challenger fintechs and the arrival of a young and digitally savvy new customer demographic, investment firms are looking at ways to leverage their brand, reach and expertise with new and innovative technologies. As the expression goes, forewarned is forearmed, and preparing now for this massive shift in market dynamics, customer engagement and competitive threats is something we all need to talk about.

Join Kiran Narsu, Chief Revenue Officer of Kasisto, the leading digital experience platform provider for the financial industry, for an overview of the demographic changes coming to the wealth and investment management market. It’s a fact, the greatest transfer of wealth in modern history is about to take place. Baby boomers are retiring, and millennials are about to attain great amounts of wealth. Hear about how this new customer demographic will disrupt the industry while creating opportunities for firms by changing how they engage with this new customer base. Kiran will dive into the role artificial intelligence (AI) will play in creating the digital experiences millennials will demand and how AI can lead to operational and revenue opportunities for the investment firms servicing them.

About Us

KAI is the leading digital experience platform for the financial services industry. Kasisto’s customers include J.P. Morgan, Westpac, Standard Chartered, TD, Manulife Bank, and credit unions such as Fairwinds and Excite – and many more. These financial institutions chose KAI for its proven track record to drive business results while improving customer experiences. The platform is engaging 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 deepest Conversational AI portfolio in the industry. Kasisto is headquartered in New York City, with offices in Silicon Valley, Singapore and South Africa. For more information visit kasisto.com.
You can follow Kasisto on Linkedin and Twitter.