Boston, MA — July 17, 2025 — BusinessWire | For years, employee training in financial institutions has followed a familiar formula: shadowing seasoned reps, flipping through static manuals, and completing LMS quizzes that feel like school all over again. Add in awkward role-plays, often sugarcoated and inconsistent, and it's clear that the traditional model leaves much to be desired.

Posh is changing that. Today, the company announces the launch of the AI Training Simulator, a new category of training built on one simple idea: employees don’t thrive in taking boring tests; they thrive with AI-powered role-playing.

Financial institutions like Simplicity and Chartway Credit Union are already seeing the difference. Employees are becoming more confident, professional, and connected to the people they serve, all by practicing conversations that feel genuine, not rehearsed.

A Smarter Way to Train: Built for Real Conversations, Not Check-the-Box Compliance

‍Today, Posh introduces a smarter, more scalable approach. The AI Training Simulator is a modern training companion built to supplement and elevate existing L&D efforts. With immersive, AI-powered simulations, employees and managers can build real-world readiness through realistic practice before ever speaking to a customer or direct report.

Whether it's onboarding a new hire, upskilling a loan officer, coaching frontline teams on sales conversations, or preparing managers for high-stakes discussions, the Simulator provides a safe and repeatable environment for growth. 

From Manual Coaching to Measurable Mastery

The biggest training challenge? Employees are often least prepared for the moments that matter most, such as handling upset customers, navigating policy gray areas, or explaining complex financial products. These scenarios are challenging to teach and even more difficult to scale.

The AI Training Simulator bridges that gap with customizable voice and text-based role-play that mirrors real conversations and institutional nuance. It’s not just for customer service. Clients are utilizing the platform for compliance refreshers, manager coaching, and sales enablement, enabling call center representatives to become more persuasive and confident in revenue-generating conversations.

Employees feel more at ease and open to development when the feedback is objective and nonjudgmental. With no manager watching and no peer evaluating, the AI creates a safe space for real improvement through clear, constructive input.

To make training even more engaging, the Simulator incorporates gamification elements, including earning badges and tracking high scores, which motivate learners and encourage continuous improvement.
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“We see incredible potential in a training tool like this, not just for our call center, but across the organization. Imagine giving new leaders a safe space to practice tough conversations with their team members. Posh’s training simulator gives our people more opportunities to build confidence and skills, which ultimately leads to better service for our members.” —Rob Keatts | EVP, Chief Strategy Officer, Chartway Federal Credit Union

Built for the Complexity of Banking

Unlike generic platforms, the AI Training Simulator is purpose-built for the workflows, regulatory demands, and customer sensitivities of financial institutions. It supports the full arc of employee development, from hiring assessments to ongoing performance coaching, with tools tailored to each institution’s tone, products, and policies.

Customizable scenarios and scoring systems allow institutions to align training with internal KPIs, while a robust analytics dashboard tracks individual and team progress. Voice and chat simulation modes support diverse learning preferences across branches, call centers, lending desks, and back-office teams.

The impact is clear: employees trained through simulation retain knowledge 2.5x more effectively than those using static LMS modules (Deloitte, PwC). A survey found that as much as 80% of employees would stay longer if their employer invested in learning and development (elearningindustry.com). And organizations using AI for training report an average 20% reduction in training time per employee (Gitnux, April 2025).

As part of the broader Posh platform, Training Sim is built to integrate seamlessly with Posh’s Knowledge Management System. Clients using Posh products will soon be able to generate simulations directly from their internal knowledge bases, instantly transforming policies, procedures, and documentation into interactive, scenario-based training with minimal manual effort.

Real Results from the Field

“The Training Simulator has made a real difference for us. It saves trainers a lot of time and makes it simple to build scenarios that actually feel like the conversations our team has with members. For employees, it’s easy to use and surprisingly effective. The feedback on tone and pacing has helped us come across more clearly and confidently. It’s a more modern way to train, but more than that, it’s helping us have better interactions with our members.”

— Sarah Arnoldy, Chief Experience Officer, Simplicity Credit Union

A Platform That Elevates Performance, Not Just Proficiency

Early adopters consistently highlight how easy the platform is to use, from building simulations and avatars to generating role-play scenarios using real-world transcripts. The experience feels more human, more flexible, and more aligned with how people actually learn.

At the core is situational memory, the idea that people retain knowledge 2.5x better by doing rather than observing. Simulation-based training enables employees to build confidence and fluency through realistic practice, not rote memorization.

Posh emphasizes one thing: AI isn’t here to replace your people. It’s here to make them better, faster, more confident, more effective. 

This type of experiential learning helps teams feel more prepared, more engaged, and more capable across both customer-facing and internal conversations. In an industry where execution is everything, practice doesn’t just improve performance, it transforms it.

The Future of Training Is Not a Workshop. It’s a Simulator.

The AI Training Simulator is now available to financial institutions ready to modernize and scale employee development. It doesn’t replace the critical work of L&D teams, it amplifies it. By turning training into a daily habit, not a quarterly event, it gives every employee the one thing they’ve always needed but rarely had: the chance to practice.

When leadership champions new technology and clearly communicates that AI is here to help, not replace, employees lean in, not back.

Don’t fall behind. The banks winning tomorrow are training with AI today. Request your demo: https://sim.posh.ai/

About Posh:

Posh empowers financial institutions to elevate member and employee experiences through intelligent AI solutions that combine conversational, generative, and agentic capabilities for deeper engagement, smarter service, and greater autonomy. With over 100 financial institution clients and over 200 products deployed, Posh’s purpose-built platform spans voice, digital, training and knowledge channels, delivering transformative self-service, employee enablement, and operational efficiency. Learn more at www.posh.ai