Why Financial Institutions Are Choosing Posh Knowledge Assistant Over Microsoft Copilot

If you're investing in AI to transform your knowledge workflows, don’t just buy fast. Buy smart. Because when your employees are stuck waiting for answers, the right tool isn’t the one that deploys quickly, it’s the one that actually works.

When your team is stuck searching across systems or waiting for answers, the right tool isn’t the one that simply checks a box. It’s the one that actually works:

• Works out of the box.
• Works the way your people talk.
• Works across every channel.
• Works for the reality of banking.

Here’s why banks and credit unions are choosing Posh Knowledge Assistant over general-purpose tools like Microsoft Copilot.

Enterprise-Ready From Day One

Posh Knowledge Assistant is built for financial institutions, not retrofitted after the fact. That means:

• Out-of-the-box simplicity: No scripting, no prompt engineering
• Fast time to value: Go live in a day, minimal IT lift
• Natural-language search: Ask like a human, get human-relevant answers

While Microsoft Copilot requires configuration and tuning to work across internal knowledge systems, Posh Knowledge Assistant is ready on day one. No scripting, no agent setup, and no complex permission mapping.

Unified Knowledge, All Channels

Unlike general-purpose tools, Posh enables true AI-channel alignment through a shared knowledge base that powers:

• Voice Assistant
• Digital Assistant
• Knowledge Assistant
• Posh Answers

That means consistent answers, whether a customer is chatting on your website, calling your contact center, or your staff is searching internally.

Bonus: A unified source also makes maintaining content easier and ensures updates take effect everywhere, immediately.

Smarter, More Actionable Insights

You can’t improve what you can’t measure. Posh provides:

• Query-level insights to reveal top user needs
• Deep analytics: usage trends, content health, query patterns, and more
• AI-driven checks to surface outdated, redundant, and missing knowledge
• Unified analytics across channels to see how both employees and customers are engaging, together, in one view

With Microsoft Copilot: Advanced insights require separate tools like Power BI or Microsoft Graph, which add licensing costs, IT configuration, and ongoing management. Even then, analytics are limited to employee activity and are not natively tied to Copilot’s knowledge content, leaving gaps in understanding what’s really working. 

FI-First, Not FI-Also

Posh was built from the ground up for financial institutions. We're not retrofitting a generic productivity tool with banking use cases, we’ve engineered every product with the specific needs of banks and credit unions in mind. That means:

• Purpose-built AI tailored to financial services
• Workflows designed around contact center and digital banking operations
• Real-world tuning from production deployments at credit unions and banks

Copilot excels at spreadsheets, not frontline banking. It wasn’t designed for the demands of financial services.

Designed for Real People and Real Impact

Posh Knowledge Assistant delivers immediate results. Based on a recent Posh survey of employees from more than 13 banks and credit unions:

• 79% of users saw value on Day 1
• 76% say it makes their job easier
• 70% report greater confidence in their role

Microsoft Copilot users report general productivity boosts (72%) and improved work quality (65%), but without the same clarity of impact on confidence or usability in frontline contexts.

Full Lifecycle Support and a Transparent Roadmap

Your team deserves more than a help desk. With Posh, you get:

• Dedicated Client Success Manager from day one
• Full lifecycle support - setup, implementation, content strategy, and ongoing optimization
• Proactive success planning to evolve alongside your business and user needs
• A knowledge-first product roadmap with regularly scheduled enhancements based on customer feedback and emerging trends in knowledge management
• Strategic visibility and input into what's next, no black box
• Direct access to roadmap feedback cycles and early-access pilots

By contrast, Microsoft offers a standardized support model with limited implementation guidance, and no transparent roadmap for Copilot’s knowledge capabilities, making long-term planning and alignment difficult for mission-critical teams.

Faster Time to Value, Lower Total Cost

Speed matters, but so does cost. With Posh:

• Go live in a day
• No need for consultants, prompt engineers, or custom tuning
• Low IT lift = low total cost of ownership

Microsoft Copilot often requires additional resourcing like developers, consultants, admins, just to reach basic usability.

What Financial Institutions Are Saying

“Our team has suggested giving Knowledge Assistant the Employee of the Year title… It has transformed the way we work. Whether providing clear, step-by-step guidance for everyday tasks or freeing up valuable time for employees to focus on complex challenges, it’s always there when we need it.”
— Elevations Credit Union

“Knowledge Assistant is one of the highest-ranked engagement tools by employees that we have.”
— Metro Credit Union

The Bottom Line: Buy for Impact, Not Just Speed

Procurement speed isn’t a measure of value. It’s a measure of how fast you can install software, not how fast your team gets answers, sees ROI, or feels supported.

If you want AI that improves how your people work, supports regulated workflows, and delivers real ROI fast, you won’t get there with a general-purpose productivity tool.

You’ll get there with a purpose-built, FI-first solution, one that works on day one, evolves with your needs, and comes with a real partner behind it.

Choose a partner, not just a product. Choose Posh.

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