Baby boomers are beginning to enter retirement and millennials are set to inherit $50+ trillion over the next decade. This shift in generational wealth will bring big changes to how wealth managers engage their clients. Gone will be the days of review meetings, phone calls, and dinners. They will be replaced by portals, alerts, text messages, and web chats. Wealth managers must build a digital experience and strategy that resonates with their new client demographic.

Meet KAI’s Virtual Investment Assistant, KIM.
Built with the most advanced conversational AI technology in the finance industry, KIM powers digitally engaging experiences that delight customers. KIM asks questions, gets to know your customers, learns their goals, life plans, and what’s really important to them financially. KIM provides answers and insights, quickly responding to banking questions and helping to guide your customers’ financial journey, well-being, and needs.