The AI Platform Built to Grow Banks

Whether you’re focused on scaling business services, modernizing your call center, or winning digital-first customers, Posh helps banks move faster without compromising compliance, control, or service quality. Built for growth, engineered for governance, and trusted by forward-thinking banks nationwide.

Real Results, Proven in Banks Like Yours

4x

reduction in employee churn

93%

less time searching for answers

100%

compliance-ready

92%

decrease in answer times

Built for Today’s Banking Leaders

You’re leading a bank through digital change, margin pressure, and rising expectations. Posh helps you do more, with less friction, fewer handoffs, and better outcomes that drive growth.
What we help you solve
Faster Growth
Deepen relationships, improve satisfaction, and unlock new opportunities to engage and retain your customers.
Operational Efficiency
Reduce manual work, unify knowledge, and deliver consistent service to more customers without scaling your team.
Compliance Confidence
Be audit-ready at all times with full traceability and built-in governance.
Employee Enablement
Equip every team member with AI-powered tools that increase accuracy, ensure consistent service, and reduce ramp time.

Grow with AI, One Confident Step at a Time

Start small. Prove impact. Scale with confidence. Most banks we work with follow a proven approach to AI, ensuring early wins, building internal buy-in, and driving long-term transformation.
Quick Internal Wins
STEP 1

Start with low-risk, high-impact tools like:

  • Knowledge Assistant to cut search time and reduce SME dependency
  • Training Simulator to streamline onboarding and build employee confidence
Customer-Facing Expansion
STEP 2

Bring AI into external channels with:

  • Digital Assistants and Posh Answers to increase self-service, improve consistency, and reduce frontline volume
Voice & Workforce Redesign
STEP 3

Scale to high-impact channels:

  • Use Voice Assistants to handle 24/7 calls, replace legacy phone banking, and free up staff for high-value work
Every step is supported by Posh’s unified AI platform, purpose-built for banks, and designed to grow with you.

One Platform, Five Powerful Products

All connected through REALM™, our orchestration layer built specifically for banking-grade security, compliance, and knowledge management.
Knowledge Assistant
Training Simulator
Digital Assistant
Voice Assistant
Posh Answers
KNOWLEDGE ASSISTANT

Put every policy, procedure, and document at your team’s fingertips

Fast, accurate answers, customized by role, department, or channel.

  • Tailored responses for frontline, back-office, and leadership
  • Connects with your documents, SharePoint, and more
  • Complete audit logs and version control
  • Search time cut from hours to seconds
LEARN MORE
LEARN MORE
TRAINING SIMULATOR

AI-powered onboarding 
and upskilling

Train employees with personalized, real-world scenarios, on their schedule.

  • Role-specific training paths
  • Tacks progress, competency, and confidence
  • Speeds up onboarding without sacrificing quality
  • Reinforces knowledge retention over time
LEARN MORE
LEARN MORE
DIGITAL ASSISTANT

Self-service that actually satisfies

Deploy intelligent chat across your website, mobile app, or digital banking.

  • Seamless escalation to human agents
  • Authentication-ready for secure interactions
  • Collects insights that improve customer experience and operations
LEARN MORE
LEARN MORE
VOICE ASSISTANT

Modernize your call center 
without rebuilding it

Answer, resolve, and route calls with natural, conversational AI that connects seamlessly to your core systems.

  • Handles high-volume inquiries with ease
  • Integrates with your core to deliver real-time banking answers and personalized service
  • Intelligently routes complex calls to human support
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POSH ANSWERS

Turn your website into a 
conversion engine

Answer visitor questions in real-time, guide them to action, and reduce bounce rates.

  • Surfaces live content from your website and knowledge base
  • Increases application completions and lead captures
  • Personalized experiences that feel human, not canned
LEARN MORE
LEARN MORE
KNOWLEDGE ASSISTANT

Put every policy, procedure, and document at your team’s fingertips

Fast, accurate answers, customized by role, department, or channel.

  • Tailored responses for frontline, back-office, and leadership
  • Connects with your documents, SharePoint, and more
  • Complete audit logs and version control
  • Search time cut from hours to seconds
LEARN MORE
LEARN MORE
TRAINING SIMULATOR

AI-powered onboarding 
and upskilling

Train employees with personalized, real-world scenarios, on their schedule.

  • Role-specific training paths
  • Tacks progress, competency, and confidence
  • Speeds up onboarding without sacrificing quality
  • Reinforces knowledge retention over time
LEARN MORE
LEARN MORE
DIGITAL ASSISTANT

Self-service that actually satisfies

Deploy intelligent chat across your website, mobile app, or digital banking.

  • Seamless escalation to human agents
  • Authentication-ready for secure interactions
  • Collects insights that improve customer experience and operations
LEARN MORE
LEARN MORE
VOICE ASSISTANT

Modernize your call center 
without rebuilding it

Answer, resolve, and route calls with natural, conversational AI that connects seamlessly to your core systems.

  • Handles high-volume inquiries with ease
  • Integrates with your core to deliver real-time banking answers and personalized service
  • Intelligently routes complex calls to human support
Learn more
Learn more
POSH ANSWERS

Turn your website into a 
conversion engine

Answer visitor questions in real-time, guide them to action, and reduce bounce rates.

  • Surfaces live content from your website and knowledge base
  • Increases application completions and lead captures
  • Personalized experiences that feel human, not canned
Learn more
Learn more

Why Banks Choose Posh

Strategic value from day one. Measurable impact over time.
Enterprise-Grade Results
Faster resolutions, Faster onboarding
Unified Knowledge, Everywhere
Instant answers across digital, voice, and internal teams
Fast, Flexible Integrations
Launch in 8–10 weeks without core overhauls
Insights That Drive Action
Capture intent, improve service, and grow accounts

Used by 100+ Financial Institutions

And trusted by their leaders:
"I am so happy with it. I have been able to control my calls and move through calls more efficiently because of this tool."
Call Center Agent
"It has been great for lending questions."
Loan Officer
"This tool is incredibly useful and I'm glad I have the chance to work with it."
Customer Service Representative
"Absolutely love being able to search for a quick answer when I have a customer waiting."
Branch Teller

Trust & Security

Built for banks. Trusted by banks. Security, privacy, and compliance are foundational to everything we build. The Posh Trust Center provides full transparency into our certifications, infrastructure, and responsible AI practices.
Compliance & Certifications
  • SOC 2 Type II 
  • SOC 3
  • CSA STAR
  • AI Trustworthy Pledge
Product & Infrastructure Security
  • Role-based access control and audit logging
  • Encryption at rest and in transit
  • Secure integrations and continuous monitoring
  • Incident response, DR/BCP, and endpoint protection
Responsible AI
  • Model oversight and third-party diligence
  • Responsible AI policy and statement
  • Subprocessor transparency (e.g., Google, OpenAI, Twilio, Salesforce)
Explore the Trust Center for reports, certifications, security policies, and real-time system performance.
Learn More

Ready to See the Impact?

AI in banking isn’t a future vision, it’s happening now.

With Posh, you can start seeing results in weeks, not years.

Schedule your demo

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