Dedicated Support

Optimize performance with regular consultation and analysis.

In 20 years, we’ve seen how fast the market can shift and make it hard to survive. Our dedicated client success teams work with you to optimize for any challenges you face.

You never face challenges on your own with Kasasa.

years of experience¹

600+

partner institutions¹

$20B

in powered deposits¹

¹Kasasa Analytics

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Focused on your success.

We’ve seen it all and have the data from hundreds of institutions to prove it. Our team uses large-scale models to inform your next steps.

Monitor, analyze, optimize, repeat.

STRATEGIC GUIDANCE

Summary:

Receive ongoing performance reviews and product recommendations to achieve your goals from your local, dedicated client director.

Benefits:

Reduce investment risk.
See measurable results.
Forecast performance.

Equip your team for growth.

COMPREHENSIVE TRAINING

Summary:

Educate your teams about Kasasa with e-learning modules, leadership workshops, and ongoing guidance — plus our interactive sales tool.

Benefits:

Rely on proven programs.
Build staff confidence.
Streamline account opening.

Harness the real power of your data.

KASASA INSIGHTS PLATFORM

Summary:

Get data-backed recommendations, peer benchmarking and maximum visibility into the profitability of your Kasasa accounts and the performance of your frontline staff per branch.

Benefits: