Kasisto, a leader in banking AI, today announced that its KAIgentic platform is one of the first agentic platforms integrated with Microsoft Agent 365, enabling financial institutions to deploy intelligent, compliant banking AI agents across the Microsoft enterprise ecosystem. The integration allows banks using Microsoft 365 to manage domain-specific AI agents that transform customer engagement, elevate employee productivity, and drive operational efficiency within their existing Microsoft environment. This collaboration reflects a shared commitment to advancing responsible, governed AI innovation for the financial industry.
“Banks want AI that meets the highest standards of security, compliance, and governance,” said Lance Berks, CEO of Kasisto. “By integrating with Microsoft Agent 365, KAIgentic can deliver innovation to customers rapidly, without compromising trust.”
“KAIgentic was built for the realities of modern banking, enabling AI agents that operate independently and comply with standard operating procedures,” said Joshua Schechter, Chief Product and Innovation Officer at Kasisto. “Integrating with Microsoft Agent 365 extends that capability across the enterprise, enabling banks to build, deploy, and manage AI agents with speed and confidence.”
“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,” said Nirav Shah, Corporate Vice President, Microsoft Agent 365.
Purpose Built for Banking
The KAIgentic platform delivers a suite of intelligent, compliant banking agents designed for the security, governance, and regulatory demands of financial services. Through Microsoft Agent 365, banks can manage these AI agents using the same controls and identity frameworks they already apply to their employees, simplifying AI adoption while maintaining enterprise grade trust.
Value Across the Microsoft Ecosystem
Banks using Microsoft Agent 365 with KAIgentic gain:
- Unified analytics and monitoring for all AI agents
- Policy based governance and compliance aligned with global banking regulations
- Integration with Microsoft 365 apps such as Outlook, Word and Excel
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