Client Stories

Learn how Posh saves organizations time, reduces employee burnout,
and simplifies customer processes.
AUGUST 15, 2025
Client Story Name

Sound Credit Union partnered with Posh to launch 24/7 digital self-service across web, online, and mobile, reducing wait times and abandonment while saving $15K+ per month.

AUGUST 15, 2025
Client Story Name

Sound Credit Union partnered with Posh to launch 24/7 digital self-service across web, online, and mobile, reducing wait times and abandonment while saving $15K+ per month.

AUGUST 15, 2025
Client Story Name

Sound Credit Union partnered with Posh to launch 24/7 digital self-service across web, online, and mobile, reducing wait times and abandonment while saving $15K+ per month.

AUGUST 15, 2025
Client Story Name

Sound Credit Union partnered with Posh to launch 24/7 digital self-service across web, online, and mobile, reducing wait times and abandonment while saving $15K+ per month.

AUGUST 15, 2025
Client Story Name

Sound Credit Union partnered with Posh to launch 24/7 digital self-service across web, online, and mobile, reducing wait times and abandonment while saving $15K+ per month.

201%
return on investment
$163K
annual savings
2.5
headcount saved
2,476
additional calls handled
READ THE STORY
22K
hours saved in time to handle calls
90K
total inquiries via website
100K
total number of reduced transfer notes
4X
faster employee onboarding time
READ THE STORY
50%
call containment rate
60K
monthly calls routed through Chelsea
1,500+
knowledge searches
97%
Posh Answers answer success rate
READ THE STORY
3.4%
decrease in abandonment rate
1,800
chats per month handled
1
full-time employment headcount saved
86%
chat containment rate
READ THE STORY
1.6M+
calls handled
6
NPS points increased
$663K+
in annual savings
84%
chat containment rate
READ THE STORY
1.3M+
calls handled
67%
containment rate
$75K
saved per month
20%
reduction in calls
READ THE STORY

Hear from Our Customers

See how Posh helps banks and credit unions drive real efficiency gains - securely, compliantly, and without heavy lift for your teams.

Sound Credit Union

Sound Credit Union partnered with Posh to launch 24/7 digital self-service across web, online, and mobile, reducing wait times and abandonment while saving $15K+ per month.

August 28, 2025
Training Simulator

Reinventing Training: How Four Credit Unions Scaled Learning, Boosted Confidence, and Inspired Creativity with Posh's AI Training Simulator

August 20, 2025
First Heritage Federal Credit Union

Learn how First Heritage FCU uses Posh's Knowledge Assistant and Posh Answers to centralize information, improve service, and gain insights.

July 7, 2025
Pioneer Appalachia Federal Credit Union

Penny, Pioneer's AI Assistant, fuels efficiency, trims costs, and brings personalized service to members no matter how far they live from a branch.

June 30, 2025
Farmers Bank and Trust

Farmers Bank & Trust Empowers Staff with Instant Answers from Knowledge Assistant

June 9, 2025
Interra Credit Union

Interra CU partnered with Posh to implement AI-powered Digital, Voice, and Knowledge Assistants, resulting in reduced call volume, improved staff efficiency, and an enhanced member experience.

June 5, 2025
Ion Bank

Ion Bank uses Posh's AI Digital Assistant, Knowledge Assistant and Posh Answers to boost self-service, reduce calls, and streamline access to information for both customers and staff.

May 14, 2025
Metro Credit Union

Learn how Metro CU uses Posh's full platform to create seamless member journeys and equip employees with the tools they need to succeed.

May 14, 2025
Hudson Valley Credit Union

Hudson Valley Federal Credit Union's use of Posh's Digital Assistant and Knowledge Assistant offers 24/7 support to members, has saved over 200K minutes, and removes repetitive requests allowing employees to build better relationships.

January 10, 2025
Somerville's Credit Union

How Somerville's Credit Union Transformed Member Service With Posh Answers.

November 19, 2024
Harvard Federal Credit Union

How Harvard Federal Credit Union prepared for a successful AI implementation.

July 23, 2024
Vystar Credit Union

Vystar Credit Union saved 22,000 hours while accelerating new employee onboarding by four times.

October 17, 2023
Freedom First Credit Union

Freedom First's AI bot Ginny manages over 25,000 calls a month and saves the company over $225,000 in third-party costs every year.

October 11, 2023
Associated Credit Union of Texas

After launching Posh's full suite, ACU of Texas managed a 93% decrease in call abandon rates, 97% call center approval rating + more.

May 31, 2023
Florida Credit Union

Florida Credit Union needed an effective replacement for their end-of-life bank-by-phone system and ensure the new offering would enhance the overall member experience, ultimately choosing Posh's Voice and Digital Assistants.

March 16, 2023
Citadel Credit Union

Citadel CUs deployment of Posh's Digital and Voice Assistant has enabled the handling of 1M+ calls, $660k saved in a year, and an increase of 6 NPS points.

March 8, 2023
One Nevada Credit Union

The tech-focused One Nevada Credit Union found a way to serve members 24/7 with Posh's Conversational AI

September 1, 2022
FirstLight Federal Credit Union

Luna, Posh's Digital and Voice Assistant, is the first line of defense for FirstLight, answering all questions on their website and calls coming into the institution.

September 1, 2022

Hear from the CEO

Hear from Posh Co-founder & CEO, Karan Kashyap, on why we built an AI-native platform to level the playing field for banks and credit unions. Explore insights on responsible AI adoption, smart build-vs-buy strategies, and how financial institutions can start their AI journey with confidence.

0:52 sec
The Aha Moment
0:51 sec
Responsible Innovation
0:52 sec
What Makes Posh Different
0:55 sec
Build Vs. Buy
0:28 sec
The Hidden Cost
0:50 sec
Responsible AI
0:38 sec
The Future of AI in Banking
0:46 sec
Why Banks Need to Move Fast
0:50 sec
The Posh Partnership Model
0:38 sec
Customer Led Innovation
0:58 sec
The Ironman Analogy
0:29 sec
The Distributed AI Lab
0:51 sec
The Biggest AI Misconception
0:23 sec
AI is a Force for Good
0:22 sec
AI is Only As Good As...

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