0%
appointments
One additional high-quality advisory appointment every day.
KAITUM AI for banks
We provide the best teammateyour bank has ever had.
0%
cross-sellings / closes
Data-driven offers, less gut-feel selling.
0%
less admin time
Up to 55% less time spent on administration.
KAITUM AI for banks
More time for customer advisory
Never let sales signals go unused.
With Kaitum AI, advisors get a clear customer overview via voice or text. Important customer signals from conversations, emails, and more are captured directly in the data. Follow-up work such as notes and documentation can be created automatically on demand. KAITUM AI handles the busywork so your sales team can focus on the customer.
The right timingThe right advisorySignal intelligenceNext best actions
Live signal feed
Advisor dashboard
Signal-driven prioritization in real time
Active today
12
01
Mr. Miller
High priorityRent increase of 200 euros
→Potential for home ownership
02
Ms. Schneider
High priorityJob change on LinkedIn
→Higher monthly liquidity
03
Mr. Becker
High priorityCar leasing at 6% expires in 12 months
→Loan payoff without prepayment penalty
Why now
Why installed-base sales potential often remains unused
Banks have extensive customer and transaction data. In practice, advisory conversations are still often random or only start once customers become active. Relevant signals about life events, financial decisions, and liquidity are frequently missed.
At the same time, too much time goes into preparation, documentation, and campaigns instead of effective customer advisory.
KAITUM AI changes this logic.
The platform detects relevant signals early, prioritizes concrete advisory opportunities, and provides clear recommendations. This creates more conversations with the right customers at the right time.
01
Appointment rate
Too low appointment rate in the installed base
KAITUM AI prioritizes customers with current advisory needs early and increases the number of qualified appointments.
02
Cross-selling
Untapped cross-selling potential
KAITUM AI identifies additional needs from customer, transaction, and context data and activates concrete cross-selling opportunities.
03
Administration
Too much time on administration instead of advisory
KAITUM AI automates preparation and documentation so advisors have more time for real customer conversations.
04
360-degree customer profile
No complete picture of the customer
KAITUM AI creates a dynamic 360-degree customer profile from internal and external data and makes relevant potential visible immediately.
→ KAITUM AI LÖST ALLE VIER PROBLEME GLEICHZEITIG
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Select your main challenge. We will prioritize the next steps together for a direct operational solution.
KAITUM AI for banks
How to: Effective customer advisory
KAITUM AI creates developer profiles. It also builds private-customer profiles and corporate-customer profiles for precise outreach, stronger preparation, and higher relevance in advisory conversations.
360° customer profile
From data to a 360° customer profile
Kaitum AI connects existing data from multiple sources into a complete customer picture.
For example
• Payment-stream data
• CRM information
• Product maturities
• Conversation notes
• Customer scoring
• External data sources
On this basis, a 360° customer profile emerges that continuously identifies new advisory opportunities.
Proactivity
Kaitum AI does not replace advisory work - it supports advisors in daily execution. The system detects relevant customer signals and suggests concrete next steps automatically.
For example
• Invite customers to advisory sessions
• Prepare conversations
• Derive product recommendations
• Post-conversation follow-ups
• Structure phone campaigns
• Identify life stages
This turns customer data into continuous, structured sales execution. With Kaitum AI, advisors have more time for advisory work.
Sales impact
•More time with customers
•Less time for research and preparation
•Fewer phone campaigns
•More relevant conversations
•Less documentation effort
•Clear conversation structure and automatic protocols
Result: advisors reach the right customers at the right time. Sales becomes more predictable and data-driven.
Advisors spend more time with clients and less time on administration and preparation. Kaitum AI provides the right signals and arguments for successful sales.
KPI cockpit
Advisory rate
higher
Appointment rate
increasing
Close rate
improved
Customer potential
systematically captured
Sales steering
data-driven
Administration
reduced