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Banking AI For:
Customers
Employees
Service that
feels human. AI
that works like
a teammate
Empower your teams to do what they do best, Agentic AI handles the rest.
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$660K
Annual Savings
60%
Decrease in Abandonment Rates
201%
Overall Return on Investment
95%
Containment Rate
4X
Cut Employee Onboarding Length
$225K
Annual Savings in Third Party Costs
$660K
Annual Savings
60%
Decrease in Abandonment Rates
201%
Overall Return on Investment
95%
Containment Rate
4X
Cut Employee Onboarding Length
$225K
Annual Savings in Third Party Costs
How Posh Brings Intelligence to Every Channel
Posh is the operational AI layer for financial institutions - a unified, governed agentic platform powered by your knowledge and Posh Operating Procedures. Policy-aligned Agents serve as your AI workforce across voice, digital, and internal workflows.
Your AI Workforce
One unified layer of AI agents for customers and employees powered by governed knowledge and built for measurable impact.
Customer Experience Automation
Employee Productivity
Growth & Engagement
Operating Procedures for Real-World Operations
Every Posh Agent follows your Operating Procedures, the reasoning framework that enforces policy, maintains control, and ensures every response is safe, accurate, and consistent.
Whether questions come through voice, website, app, text, or email, your AI Agents operate within the same governed system.
From Scripts to Systems That Think
Traditional automation was built to execute instructions, not understand intent. Static call trees break when customers deviate. Intent libraries multiply. Compliance risk grows. And customer experience suffers.
Operating Procedures change that
They combines the intelligence & flexibility of LLMs with the control & precision of code, transforming rigid scripts into reasoning-driven systems that adapt in real time, enforce your policies, and deliver AI-native banking experiences at scale.
Automation that adapts, not breaks
Operating Procedures give teams the power to design and iterate on logic, while technical teams maintain full control over guardrails, integrations, and system access. The result: agents that think, plan, and act safely.
Powering Every Team Across Your Institution
Posh supports the people who run your financial institution, across service, operations, and growth.
Trusted by over 100+ Financial Institutions
Learn how Posh saves organizations time, reduces employee burnout, and simplifies customer processes.
We wanted to highlight some of our key products and services and arm people with the information to help them make the best decision for their current financial situation. As we progressed through our selection process, it was clear that Posh was the best partner for Ion Bank.
We wanted to highlight some of our key products and services and arm people with the information to help them make the best decision for their current financial situation. As we progressed through our selection process, it was clear that Posh was the best partner for Ion Bank.
John Jahne
EVP and CIO
Posh provides a tremendous opportunity to enhance the way we do business because of how many member interactions we have. And we’ve changed our onboarding practice almost entirely. They have been so impactful for the way we can do business and the impact it has on our members.
Posh provides a tremendous opportunity to enhance the way we do business because of how many member interactions we have. And we’ve changed our onboarding practice almost entirely. They have been so impactful for the way we can do business and the impact it has on our members.
Corey Kreuter
VP, Member Experience
We chose Posh for their proven track record of streamlining the member experience and the ability to customize our voice, so our members have seamless and consistent service no matter the channel. Not to mention, we continue to be impressed by the level of partnership we’ve received from Posh. Throughout the entire process, Posh has felt like an extension of our Citadel team.
We chose Posh for their proven track record of streamlining the member experience and the ability to customize our voice, so our members have seamless and consistent service no matter the channel. Not to mention, we continue to be impressed by the level of partnership we’ve received from Posh. Throughout the entire process, Posh has felt like an extension of our Citadel team.
Pam Krupansky
VP of Member Experience, Sales and Contact Centers
Agents are feeling happy chatbots are taking on the repetitive interactions. Our agents now enjoy more engaging conversations with members that go deeper. They’re using their skills and are more engaged, so our agents are more satisfied with the work they’re doing. Happy staff make happy members.
Agents are feeling happy chatbots are taking on the repetitive interactions. Our agents now enjoy more engaging conversations with members that go deeper. They’re using their skills and are more engaged, so our agents are more satisfied with the work they’re doing. Happy staff make happy members.
Steve Goodwine
Assistant Vice President of the Contact Center
We wanted to highlight some of our key products and services and arm people with the information to help them make the best decision for their current financial situation. As we progressed through our selection process, it was clear that Posh was the best partner for Ion Bank.
John Jahne
EVP and CIO
Posh provides a tremendous opportunity to enhance the way we do business because of how many member interactions we have. And we’ve changed our onboarding practice almost entirely. They have been so impactful for the way we can do business and the impact it has on our members.
Corey Kreuter
VP, Member Experience
We chose Posh for their proven track record of streamlining the member experience and the ability to customize our voice, so our members have seamless and consistent service no matter the channel. Not to mention, we continue to be impressed by the level of partnership we’ve received from Posh. Throughout the entire process, Posh has felt like an extension of our Citadel team.
Pam Krupansky
VP of Member Experience, Sales and Contact Centers
Agents are feeling happy chatbots are taking on the repetitive interactions. Our agents now enjoy more engaging...
Agents are feeling happy chatbots are taking on the repetitive interactions. Our agents now enjoy more engaging conversations with members that go deeper. They’re using their skills and are more engaged, so our agents are more satisfied with the work they’re doing. Happy staff make happy members.
Steve Goodwine
Assistant Vice President of the Contact Center
7 Strategic Moments to Deploy AI in Your Bank or Credit Union
Whether it’s a core conversion, digital revamp, M&A, new product launch, or an unplanned event, change is inevitable. But it doesn’t have to be chaotic. In fact, it’s the perfect time to implement AI.
