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Webinar: AI-Powered Role Playing: How Realistic Simulations are Transforming Employee Training for FIs
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AI Solutions

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AI for Contact Centers
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Create faster, more human-like phone experiences, with instant answers and intelligent handoffs.

AI for Customer Self-Service
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Empower customers to get things done on their own - anytime, from any device, no wait required.

AI for Every Channel
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Deliver consistent, intuitive support across voice, chat, and search all from one intelligent brain.

AI for Digital Support
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Make online and mobile banking feel effortless, responsive, and always on.

AI for Smarter Search
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Turn every question, internal or external, into an instant, accurate, and confidence-building answer.

AI Products

AI Products

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Voice Assistant
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A 24/7 talking AI assistant to answer FAQs, route calls and automate banking transactions.

Digital Assistant
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24/7 customer service, guiding your customers through the digital wonderland, day and night!

Posh Answers
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Transform your website search, turning every page into an AI-powered help center.

Portal
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The leading portal for AI management.

Employee-Facing

Training Simulator
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Realistic, AI-driven training scenarios tailored to every role.

Knowledge Assistant
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Provide employees with quick and efficient access to information.

Portal
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The leading portal for AI management.

Who We Help

Who We Help

AI for Banks
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Empower Employees and Customers with AI-Enhanced Service

AI for Credit Unions
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AI-Enhanced Member and Employee Experiences

Who We Are

Who We Are

Learn About Posh
Why Posh
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We help financial institutions bring customer experience to life one conversation at a time.

Meet the Posh Team
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We're a team of 100+ with a common passion for creating better digital experiences in banking.

Mission & Values
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Get to know who Posh is—the things that guide us and fuel our work.

Partners
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We partner with industry leaders, platforms, and financial service advocates to bring AI to every corner of the institution.

Careers
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Check out our latest career opportunities, we hope you join us!

Platform

Platform

Posh Portal
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The leading no-code portal for AI management.

Integrations
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Seamless integrations into your existing solutions.

Trust at Posh
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Security, privacy, and compliance.

Posh Platform is AI for Banking
Posh Platform
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The first-and-only AI platform built for Financial Institutions by financial and AI experts.

Resources

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Industry insights from the experts at Posh on all things AI and banking.

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Articles and announcements celebrating Posh's accomplishments, our team, and our products.

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Stay up to date on all of the Posh.ai events and webinars.

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Explore our latest infographics for captivating visual narratives.

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In-depth guides and research to help financial institutions harness AI with confidence.

Client Stories
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Learn how Posh has helped 100+ banks and credit unions just like yours.

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Events

Stay up to date with all the Posh.ai Events and Webinars

ICBA LIVE

Highlights from ICBA LIVE, where community bankers and innovators connected to share strategies on growth, technology, and member service.

ICBA LIVE

Highlights from ICBA LIVE, where community bankers and innovators connected to share strategies on growth, technology, and member service.

AI for Small Credit Unions – Accessible, Affordable, and Built for You

Discover how AI solutions designed for small credit unions make advanced tools accessible, affordable, and tailored to unique member needs.

AI for Small Credit Unions – Accessible, Affordable, and Built for You

Discover how AI solutions designed for small credit unions make advanced tools accessible, affordable, and tailored to unique member needs.

The Future of Banking: How AI is Reshaping Customer & Employee Experience

Explore how AI is reshaping banking by transforming both customer and employee experiences with smarter, faster, and more personalized service.

The Future of Banking: How AI is Reshaping Customer & Employee Experience

Explore how AI is reshaping banking by transforming both customer and employee experiences with smarter, faster, and more personalized service.

Meet the Posh Team at GAC

Get to know the Posh team at CUNA GAC, where we shared insights on AI innovation, member engagement, and the future of financial services.

Meet the Posh Team at GAC

Get to know the Posh team at CUNA GAC, where we shared insights on AI innovation, member engagement, and the future of financial services.

SymCentral 2025 Users Conference

Highlights from SymCentral 2025, where users and credit union leaders connected to explore new innovations, technology, and service strategies.

SymCentral 2025 Users Conference

Highlights from SymCentral 2025, where users and credit union leaders connected to explore new innovations, technology, and service strategies.

Transforming Call Centers: How AI and Agents Work Together to Deliver Exceptional Customer Experiences

Learn how AI and human agents work together to transform call centers, delivering exceptional service and seamless customer experiences.

Transforming Call Centers: How AI and Agents Work Together to Deliver Exceptional Customer Experiences

Learn how AI and human agents work together to transform call centers, delivering exceptional service and seamless customer experiences.

Conference for Community Bankers

Conference for Community Bankers

Carolinas' LAUNCH 2025

Explore Carolinas Launch 2025, where credit union leaders came together to share insights on innovation, growth, and member-focused strategies.

Carolinas' LAUNCH 2025

Explore Carolinas Launch 2025, where credit union leaders came together to share insights on innovation, growth, and member-focused strategies.

ICBA ThinkTECH Accelerator

Explore how Posh participated in the ICBA ThinkTECH Accelerator, showcasing AI-driven solutions that help community banks innovate and grow.

ICBA ThinkTECH Accelerator

Explore how Posh participated in the ICBA ThinkTECH Accelerator, showcasing AI-driven solutions that help community banks innovate and grow.

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Don't Fall Behind: Are You Prepared to Embrace the Transformative Power of AI Within Your Financial Institution?
Events

Don't Fall Behind: Are You Prepared to Embrace the Transformative Power of AI Within Your Financial Institution?

Explore how financial institutions can embrace AI to stay competitive, improve efficiency, and deliver transformative member experiences.

Corelation Conference
Events

Corelation Conference

Explore discussions from the Corelation Conference, focused on credit union innovation, member experience, and the power of AI-driven tools.

Deploying Generative AI in Financial Services: From Internal Knowledge Assistants to Customer-Facing Solutions
Events

Deploying Generative AI in Financial Services: From Internal Knowledge Assistants to Customer-Facing Solutions

Learn how financial institutions are deploying generative AI, from knowledge assistants to customer-facing tools, to transform banking operations.

Inclusiv Conference 50
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Inclusiv Conference 50

Recap of Inclusiv Conference 50, celebrating 50 years of advancing financial inclusion with insights on credit union innovation and community impact.

Mastering Telephony Migration with AI: Leveraging Experience for Maximum Value
Events

Mastering Telephony Migration with AI: Leveraging Experience for Maximum Value

Learn how Posh leverages AI expertise to simplify telephony migration, ensuring financial institutions maximize value and minimize disruption.

SymEast Conference 2024
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SymEast Conference 2024

Recap of SymEast 2024, where credit union leaders gathered to explore innovation, collaboration, and the future of member-focused technology.

inVest 48
Events

inVest 48

Key takeaways from Invest48, where credit union leaders explored new opportunities, financial strategies, and the role of technology in growth.

CUNA Councils Marketing & Business Development Council Conference
Events

CUNA Councils Marketing & Business Development Council Conference

Insights from the CUNA Councils Conference, where marketing and business leaders explored new strategies for credit union growth and engagement.

AI Transformation for CUs: Leap into the Future with Rodney Hood
Events

AI Transformation for CUs: Leap into the Future with Rodney Hood

Insights from Rodney Hood on how credit unions can embrace AI transformation to strengthen operations, improve service, and prepare for the future.

ABA's Conference for Community Bankers
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ABA's Conference for Community Bankers

Takeaways from the ABAs Conference for Community Bankers, where leaders shared strategies on innovation, digital banking, and customer engagement.

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Recommended

Why Financial Institutions Are Choosing Posh Knowledge Assistant Over Microsoft Copilot

Discover why banks and credit unions choose Posh Knowledge Assistant over Microsoft Copilot, FI-first AI that works on day one and delivers real ROI.

Client Stories

Client Story: 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.

Events

Jack Henry Connect 2025

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