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The deployment of secure, governed AI is a top priority for financial institutions navigating a complex regulatory landscape. Kasisto, a leader in banking-specific AI, has announced that its KAIgentic platform is now integrated with Microsoft Agent 365. This collaboration allows banks to deploy intelligent, compliant AI agents across the Microsoft enterprise ecosystem, leveraging existing security controls to transform customer engagement and operational efficiency without compromising trust.
Kasisto's KAIgentic platform integrates with Microsoft Agent 365.
The integration enables secure AI agent deployment for financial institutions.
Banks can manage AI agents with the same controls applied to employees.
The solution provides policy-based governance aligned with banking regulations.
It unifies analytics and monitoring for all agents within the Microsoft ecosystem.
The partnership focuses on responsible, governed AI for the financial industry.
The KAIgentic platform is engineered specifically for the security, governance, and regulatory demands of financial services. It delivers a suite of intelligent agents that operate within established banking frameworks and standard operating procedures. The integration with Microsoft Agent 365 extends this capability by allowing banks to manage these domain-specific AI agents using the same identity and access frameworks they already use for their human workforce, significantly simplifying governance and adoption.
This integration is designed to help banks innovate rapidly while maintaining the highest standards of compliance. By operating within the trusted Microsoft 365 environment, KAIgentic agents can interact with applications like Outlook, Word, and Excel, driving productivity and creating seamless, intelligent workflows. This provides financial institutions with a clear path to leverage AI for tangible outcomes like enhanced customer service and operational efficiency, all within a controlled and auditable framework.
Lance Berks, CEO of Kasisto, emphasized the focus on trust, stating, “Banks want AI that meets the highest standards of security, compliance, and governance. By integrating with Microsoft Agent 365, KAIgentic can deliver innovation to customers rapidly, without compromising trust.”
Joshua Schechter, Chief Product and Innovation Officer at Kasisto, added, “KAIgentic was built for the realities of modern banking, enabling AI agents that operate independently and comply with standard operating procedures. Integrating with Microsoft Agent 365 extends that capability across the enterprise, enabling banks to build, deploy, and manage AI agents with speed and confidence.”
Nirav Shah, Corporate Vice President of Microsoft Agent 365, commented, “Microsoft Agent 365 gives organizations a simple, secure way to bring agents under control, extending the same infrastructure, apps, and protections they already trust for users. Kasisto’s integration with Agent 365 exemplifies how domain-focused AI can deliver measurable outcomes for customers in regulated industries.”
This partnership between Kasisto and Microsoft creates a powerful, enterprise-ready conduit for AI in banking. It combines Kasisto's deep domain expertise with Microsoft's robust ecosystem, providing financial institutions with the tools to confidently harness agentic AI for transformative business results.
About Kasisto
Kasisto delivers AI you can bank on™, with intelligent, governed AI that operates with the rigor and reliability the financial industry demands. Built for the regulated financial services industry, Kasisto’s agentic platform empowers banks to move with speed while meeting the highest standards of governance, compliance, and security. Its agentic architecture empowers AI agents to operate within established frameworks, driving innovation and delivering exceptional outcomes for financial institutions worldwide.
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