Blog

AI Executive Order: Insights and Takeaways for Financial Services

Thinking specifically about the impact on the financial sector, we have noticed a few key takeaways that leaders at financial institutions should pay close attention to.

3 Fundamental Practices of Responsible AI

We discuss how the future of AI in banking and beyond depends on the actions of AI engineers, policy-makers, and similar leaders to ensure a safe, responsible coexistence with AI.

How to Attract Younger Customers to Your Financial Institution

A focus on attracting and retaining Millennial and Gen Z customers will set financial institutions up for growth and success—but they'll have to get creative and harness technology to do it.

Generative Al and Large Language Models: Applications Shaping the Banking Industry

Explore the transformative power of generative AI and large language models (LLMs) in the banking industry.

How Posh Mitigates Risk for Our Banking Partners

Discover how Posh is addressing some of the most common risks in AI solutions to protect and secure our banking partners.

Navigating the AI Seas: How Community Banks Can Stay Competitive

Learn how community banks can overcome resource constraints, make informed decisions, and leverage a purpose-built AI partners to compete with larger banks in the rapidly evolving AI-driven banking landscape.

Beyond Keywords: Searching for Information Using Generative AI

Explore the potential of generative AI in financial services. Discover how they differ from traditional keyword-based search engines.

Chatting AI with Rishi Sharma

A candid conversation with our Senior Director of AI, Rishi Sharma.

From Frontline Worker to Posh Sales Team

Follow Eric's Journey from a six year tenure in the banking industry to AI, and how he is helping to address the challenges he used to face.

Overcoming Barriers to Entry: AI for Community Banking

AI is completely transforming the banking industry in many ways - here's what we know.

Employee Spotlight: Calvin Chen

Meet Employee Spotlight: Calvin Chen; Senior Director, Revenue Operations at Posh!

Why Financial Institutions Need to Prioritize Risk Mitigation when Choosing an AI Partner 

Early-stage commercialization of ChatGPT and LLMs poses challenges.

Streamlining Frontline Operations Through the Power of AI

By harnessing the power of AI, FIs can improve systems and streamline processes, making knowledge more accessible, allowing staff to service customers efficiently and effectively the first time.

Chatbots: What They Can and Can’t Do

Chatbots are everywhere. They are the mascot for conversational AI for a good reason.

Happy 5th Birthday, Posh!

Celebrating Posh and all of our accomplishments as we hit 5 years!

Addressing Common Misconceptions about Fintech for Small Banking

As it stands, there are approximately 130+ million individuals who bank with credit unions. It is our goal to empower credit unions to reach every single one of those members. 

Why Every Financial Institution Needs 24/7 Service 

For banks and financial institutions, not being able to meet customers where they are, at the times that they need it, can be a huge hindrance to customer retention and overall sentiment. 

Automated vs Live Chats: What will the Future of Customer Service Look Like?

At Posh, we’ve leveraged Conversational AI to transform customer service, starting at financial institutions. We work with dozens of banks and credit unions to automate their customer interactions 24/7, enhancing their overall customer experience while saving their contact centers time and money.

Conversational AI IVR

The addition of conversational AI IVR helps to reduce call center volume and increases customer satisfaction, saving your organization time and money. 

Voices of Posh: Celia Chen, Ph.D., Staff Software Engineer, Tech Lead

Meet Celia Chen and learn about her time here at Posh!

AI Team Spotlight

Meet the AI team here at Posh! Consisting of engineers and researchers that power our bots with machine learning to understand user's problems so that they can help solve them. 

Posh’s Partnership for Life

Partnership for Life Promise: a commitment and collaboration that goes beyond the generic requirement of customer service.

Employee Spotlight: Katie Krajovic; Research Scientist II

A.I. and ChatGPT

Being purpose-driven ensures we remain dedicated to solving the specific issues raised to us by our CU and financial industry partners.

Conversational AI is a Purpose-Built Platform, Not an Add-on

Choosing an AI partner can be difficult in today’s current landscape. Ensuring that you go live with a full set of engagements either digitally or by voice is critical.

ChatGPT for Credit Unions: Promises and Pitfalls of Large Language Models

Thank you for joining our webinar discussing ChatGPT for Credit Unions: Promises and Pitfalls of Large Language Models (LLMs)!

How Posh is Empowering Credit Unions to Boost Member Engagement with Conversational AI

Conversational AI is the present and the future, and can no longer be ignored. Learn more about how Posh is empowering credit unions to understand the value of AI for their members.

What Do Our Clients Say About ChatGPT?

Dave Bergstein, the Director of Product at Posh, discusses ChatGPT and Posh.

Maximizing Your Financial Institution's Telephony Move to the Cloud

Don't compromise moving to the cloud and adding conversational AI to your telephony systems. With Posh on your side, you can do both.

Employee Spotlight: Matt McEachern, Co-founder and CTO

A Year in Review: Posh 2022

From CUSO funding, to the inaugural offsite, Posh has been busy making moves and changing the game.

Posh's Inaugural Offsite

Take a trip to Scottsdale, AZ with us as we recap the first-ever Posh Offsite!

Employee Spotlight: Cheyanne Baird, NLP Research Scientist

From a rural Maine childhood to New York City to Boston, meet Cheyenne Baird!

Helpful Banking Moments: Posh's North Star Metric to Define Conversational AI Success

Introducing Helpful Banking Moments, a brand new metric we’ve developed to determine if our AI is doing right by the party that matters most: the end user.

Support for Equitable Healthcare

A statement from Posh Technologies.

When Is the Right Time for Conversational AI?

And how do you know which vendor is the best for your financial institution?

Happy Birthday, Posh!

On this fourth birthday, we celebrate where we’ve been and where we’re going.

Voices of Posh

Hear what Poshies have to say about working at Posh!

Meet Tom Breese, Principal Software Engineer at Posh

“I wasn’t thinking so much about the titles I wanted. I just wanted to do what I enjoy and I’m not as interested in being in the rat race. It comes down to doing what I enjoy”

Posh Secures $27.5 M in Series A Funding

Funding to Drive Accelerated Growth of its Conversational AI Platform for the Financial Industry Through Increased Product R&D and Expanded Recruitment and Hiring Initiatives

Meet Tenzin Peyang Lama, Business Development Representative at Posh

Tenzin Peyang Lama was born to Tibetan hotelier parents in Nepal. Her life has led her across the globe, learning from those around her and the cultures she’s submersed herself within. 

Posh Technologies and Illuma Honored with NACUSO “Next Big Idea” Competition Award

Voice authentication and conversational AI/IVR integration awarded first prize at “Shark Tank” style event

Meet Derek Caneja, Head of Engineering at Posh

Posh’s Head of Engineering Derek Caneja builds solid products out of nebulous visions and if the rules get in the way of getting it done, he’s more than willing to break them. Sounds pretty intense, right?

Meet Kathy Sianis, Senior Director of Client Success and Strategy at Posh

Kathy lives in a world of adventure, compassion and doing things because she can. 

Meet Jack McGrath, Client Engineer II at Posh

"Interacting with the people here at Posh, nothing feels like drudgery. We’re all working on this really, really cool project together.”

Evolution of Chatbots

Given how technologically advanced chatbots have become, many of us perceive them as a contemporary concept. However, these digital helpers have been around for more than half a century!

What to Consider When Purchasing a Chatbot

Most people have used a chatbot before and probably think of it as “that bubble that pops up when I’m purchasing a flight or having trouble processing a return.” What really is a chatbot, though?

Credit Unions vs. Banks: The Same But Different

At a time when Americans have many options for financial institutions, many opt for their local credit union for basic financial services.

Are CSRF Tokens Necessary?

CSRF, which stands for Cross-Site Request Forgery, is a common attack vector for vulnerable web applications with potentially catastrophic consequences.

My *Posh* Internship Experience

As I am wrapping up my 14-week internship with Posh Technologies, I have been able to reflect on my experiences and takeaways from this incredible opportunity.

AI Academy: Intro to AI and Machine Learning

Welcome to Posh’s AI Academy Series!

AI Academy: Introduction to Natural Language Processing

Welcome back to Posh’s AI Academy series.

Employee Spotlight: Rishi Sharma, Senior Director, AI

Part 1 of 3 of the Meet Posh’s NLP team series. Language is at the center of communication

Employee Spotlight: Michelle Fullwood, Principal Research Scientist

Part 2 of 3 of the Meet Posh’s NLP team series. Even though I’ve lived in the Northeast for the past decade and a half, Michelle Fullwood — Principal Research Scientist at Posh — spots a tell-tale vowel pattern in my accent that tells her I grew up outside the region.

All Things Interactive Voice Response

Have you ever had to navigate through a series of options through the touchpad of your phone?

Employee Spotlight: Dhairya Dalal, Senior Research Scientist

Part 3 of 3 of the Meet Posh’s NLP team Series.

Meet Chelsea Albers

How Posh’s first sales hire went from playing over the net to selling software on the cloud.

Meet Yusuf Khaled

How a Software Engineer at Posh turned sci-fi dreams into fin-tech reality.

Meet Rajesh Kuni

How the power of free study transformed a shy aspiring writer into Posh’s biggest cultural cheerleader.

Banking Bot: 4 Reasons Every Financial Institution Needs One

What is a banking bot? Basically, imagine Siri but for banking. We say “Hey Siri” and get our answers within a few seconds.

Meet Yuyu Li

How a Software Engineer leapt out of her comfort zone and landed at Posh.

Credit Union National Association

CUSOs keep innovation moving

Conversational IVR: What is it and why is it awesome?

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