
Liaison

Kasisto
Transfer contacts, activities, and more from Liaison to Kasisto. 4 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your Liaison to Kasisto migration based on your specific requirements.
Total contacts, companies, deals, and activities to migrate
Complex data structures and custom configurations
Relationships, attachments, and historical data depth
Standard or expedited migration scheduling
15-minute call • No commitment • Get instant estimate
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If any data is incorrectly migrated, we'll fix it for free, no questions asked. Your data integrity is our top priority.
A quick look at both platforms to help you understand your migration path

Higher education admissions and enrollment technology
Liaison provides higher education institutions with CRM solutions, centralized application services, and enrollment marketing tools to recruit, engage, and enroll students. Their platforms include TargetX CRM and Outcomes CRM, offering AI-driven analytics and productivity tools designed specifically for college and university admissions.
Purpose-built for higher education enrollment

The trusted agentic AI platform for financial services
Kasisto is a conversational AI platform specializing in banking and finance, powering intelligent digital assistants through its KAI platform that deliver personalized, human-like banking experiences across mobile, web, and voice channels.
Banking-specific AI trained on financial domain

"The trusted agentic AI platform for financial services"
Kasisto is a conversational AI platform specializing in banking and finance, powering intelligent digital assistants through its KAI platform that deliver personalized, human-like banking experiences across mobile, web, and voice channels.
Ideal for: Financial institutions seeking to deploy AI-powered virtual assistants for customer service, digital banking experiences, and omnichannel engagement.
Banking-specific AI trained on financial domain
Omnichannel deployment across mobile, web, and voice
Integration with major digital banking partners
Agentic AI with compliance system predictability
Learn more at
kasisto.com
See exactly which data objects transfer from Liaison to Kasisto


Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from Liaison to Kasisto.
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