AGENTIC 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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How Posh AI 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 Agentic 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

The Power of One

One partner. Many products. With strong integration across products, one platform provides strong network effects, shared knowledge, simplified management, and intelligent insights.

Voice Assistant

Digital Assistant

Posh Answers

Posh Simulator

Posh Outreach

Knowledge Assistant

Posh CoachQA

Posh Translate

THE POSH PLATFORM

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 Agentic 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.

THE POSH PLATFORM

Powering Every Team Across Your Institution

Posh AI supports the people who run your financial institution, across service, operations, and growth.

Customer Experience

Information & Technology

Digital Experience

Call Centers

Learning & Development

Human Resources

Marketing

Innovation

Lending

CLIENT STORIES

Don't Just Take it From Us, Hear From Your Peers

Reimagining Customer
Connection in a Digital-First World

How Metro Credit Union used Posh to humanize digital banking, preserve personal relationships at scale, and achieve measurable impact across channels. Hear Traci Michel share the before-and-after transformation.

Modern AI That Works for
Customers and Employees

From strategic need to seamless daily use, Melodie Myers reveals how Camden National Bank selected Posh, the features they rely on most, and the unexpected wins that elevated both customer and employee experiences.

Real Efficiency. Real Results. Real ROI.

HVCU’s Steven Goodwine breaks down the tangible outcomes: call deflection, time savings, higher satisfaction, and the one problem Posh solves better than anything else. See how Posh became a fast-return, high-value investment.

A Partnership Built on Trust,  
Security, and Follow-Through

From onboarding to ongoing support, Tom Montilli shares how Harvard FCU found a true partner in Posh. One that shows up, solves hard problems, and builds secure AI you can rely on today and for the future.

Shaping the Future of  
Customer Experience with AI

Rob Keatts explains how Posh reshaped Chartway’s view of AI, disproving myths, surprising stakeholders, and opening new paths for innovation. Discover how they’re using AI to stay ahead of evolving expectations.

Beyond Self-Service: How Together
Built Knowledge That Scales

Tom Kraus on the problem Together Credit Union was actually trying to solve and why the answer turned out to be bigger than volume, staffing, or member experience alone.

One Foundation. Every Answer.
How First Heritage Unified Knowledge

How First Heritage's frontline staff actually use Knowledge Assistant day to day and what changed about their confidence when they knew the answer they were giving was right.

Training Is the Strategy:
Building an AI-Ready Organization

From new hire to high performer: how the Training Simulator compressed time-to-proficiency and raised the bar for what frontline excellence looks like at 4Front.

The 2am Question: How CPM
Never Misses a Member

What Gergen and Tharpe would tell any credit union leader still on the fence and why waiting is a more expensive decision than most realize.

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.

John Jahne

EVP and CIO

View Client Story

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

View Client Story

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

View Client Story

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.