Client Stories

Learn how Posh saves organizations time, reduces employee burnout, and simplifies customer processes.

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.

201%

return on investment

$163K

annual savings

2.5

headcount saved

2,476

additional calls handled

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22K

hours saved in time to handle calls

90K

total inquiries via website

100K

total number of reduced transfer notes

faster employee onboarding time

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50%

call containment rate

60K

monthly calls routed through Chelsea

1,500+

knowledge searches

97%

Posh Answers answer success rate

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3.4%

decrease in abandonment rate

1,800

chats per month handled

full-time employment headcount saved

86%

chat containment rate

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1.6M+

calls handled

NPS points increased

$663K+

in annual savings

84%

chat containment rate

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1.3M+

calls handled

67%

containment rate

$75K

saved per month

20%

reduction in calls

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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.

First Heritage Federal Credit Union

How First Heritage FCU uses Knowledge Assistant, Posh Answers, and Posh Simulator to centralize information, build frontline confidence, and empower their team to work smarter every day.

August 25, 2026

Freedom First Credit Union

How Freedom First Credit Union traded an aging phone system for an AI-powered contact center, and got more out of it than they even expected.

August 18, 2026

Pioneer Appalachia Federal Credit Union

How Pioneer Appalachia FCU handled 380,000+ calls with AI, cut its call center from three people to one, and gave 38 employees one source of truth.

July 30, 2026

Hudson Valley Credit Union

How Hudson Valley Credit Union built one connected member experience across the web, phone, and knowledge, and beat its year-one goals along the way.

July 29, 2026

Financial Partners Credit Union

Financial Partners Credit Union turned manual role plays into a measurable training engine with Posh, cutting ramp time from weeks to days.

June 17, 2026

Live Oak Bank

Learn how Live Oak Bank used Posh Simulator to cut training disruptions, accelerate agent ramp time, and build measurable confidence before the first live call.

May 18, 2026

4Front Credit Union

How 4Front Credit Union used Posh Voice, Answers, and Training Simulator to serve members better and uncover problems they didn't know they had.

April 20, 2026

Citadel Credit Union

Citadel CU's deployment of Posh's Voice, Digital, and Knowledge Assistant has enabled the handling of 1.5M+ calls, $663k saved in a year, and a 6-point NPS increase.

April 15, 2026

Together Credit Union

How Together Credit Union unified member answers across every channel, branch, phone, and chat, with Posh AI.

April 9, 2026

CPM Federal Credit Union

CPM Federal Credit Union replaced its legacy IVR with Posh and saw agent-handled calls drop significantly in six months, without ever trying to reduce them.

April 7, 2026

FVCbank

FVCbank deployed Posh's Knowledge Assistant and Workshop Mode in under 30 days giving 130 employees instant, accurate answers and a secure AI workspace built exclusively for banking.

March 17, 2026

PFCU Credit Union

Learn how PFCU Credit Union replaced a chaotic knowledge system with Posh Knowledge Assistant and saw faster onboarding and stabilized turnover within five months.

March 2, 2026

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

AI Simulator

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

August 20, 2025

Farmers Bank and Trust

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

June 9, 2025

Camden National Bank

Navigating Change and Eliminating Friction: Camden National Bank's AI-Powered Customer Experience

June 6, 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

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

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

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

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.