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

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Customer-Facing

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

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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!

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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.

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Blog
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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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Blog

Posh general blog news, updates and more.

2023 Year in Review

2023 was a remarkable year of growth and success in the AI industry and at Posh AI, where our partners and clients enhanced customer experiences and operational efficiency through AI adoption.

2023 Year in Review

2023 was a remarkable year of growth and success in the AI industry and at Posh AI, where our partners and clients enhanced customer experiences and operational efficiency through AI adoption.

A Lookback on AI Through the Years

AI has the potential to follow a similar pattern as other major technology shifts. In order to best see what may be yet to come, it’s important to look back and see how AI has evolved thus far.

A Lookback on AI Through the Years

AI has the potential to follow a similar pattern as other major technology shifts. In order to best see what may be yet to come, it’s important to look back and see how AI has evolved thus far.

How Posh Secures Critical Documentation in Knowledge Assistant

To maintain security of critical documentation, financial institutions need to partner with companies that keep cybersecurity practices in tandem with AI practices top of mind.

How Posh Secures Critical Documentation in Knowledge Assistant

To maintain security of critical documentation, financial institutions need to partner with companies that keep cybersecurity practices in tandem with AI practices top of mind.

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.

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.

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

Learn how banks and credit unions can attract and retain younger customers by leveraging digital tools, AI assistants, and smart engagement strategies.

How to Attract Younger Customers to Your Financial Institution

Learn how banks and credit unions can attract and retain younger customers by leveraging digital tools, AI assistants, and smart engagement strategies.

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.

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.

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.

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.

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Future-Proof Your Financial Institution by Investing in AI
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Future-Proof Your Financial Institution by Investing in AI

The conversation around artificial intelligence has evolved, and for financial institutions, it’s no longer a question of “if” but “when” and “how” to invest in AI. 

Embrace the Future: Achieving AI Readiness
Blog

Embrace the Future: Achieving AI Readiness

Ensure your financial institution is AI-ready. Learn how to assess, implement and future-proof your AI initiatives with Posh.

How the “Time is Money” Initiative Impacts Financial Institutions
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How the “Time is Money” Initiative Impacts Financial Institutions

Recently, the White House dropped the Time is Money initiative. Learn how it affects financial institutions big and small—and how AI will keep you at the forefront of personalized customer experiences.

Don't Wait to Innovate: Rodney Hood on the Risks of Delaying AI Adoption
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Don't Wait to Innovate: Rodney Hood on the Risks of Delaying AI Adoption

Join former NCUA chairman Rodney Hood for a look at why and how financial institutions should adopt AI as soon as possible.

Simplify AI Management With the Posh Portal
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Simplify AI Management With the Posh Portal

Simplify AI management with the Posh Portal, your all-in-one platform for streamlined implementation, intelligence, and effortless management.

Why Voice Technology Is Essential for the Future of Banking
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Why Voice Technology Is Essential for the Future of Banking

Voice technology is essential for the future of banking, enabling more flexible, accessible experiences. Here’s how to leverage it effectively in your call center.

To Build or To Buy an AI Solution
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To Build or To Buy an AI Solution

Building a custom generative AI solution is tempting but complex. Rapidly evolving tech, high costs, and the need for expertise make it challenging. Partnering with Posh ensures responsible AI, innovation, and ROI.

AI and Knowledge Management: Elevating Efficiency and Customer Satisfaction
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AI and Knowledge Management: Elevating Efficiency and Customer Satisfaction

Discover how AI and knowledge management systems work together to streamline operational efficiency at your financial institution.

Integrating Conversational AI and IVR To Elevate the Customer Experience
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Integrating Conversational AI and IVR To Elevate the Customer Experience

Discover how integrating conversational AI into IVR can revolutionize your FI contact center by reducing volume and increasing customer satisfaction.

Driving Success Together: Posh's Consultative Approach to AI Adoption
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Driving Success Together: Posh's Consultative Approach to AI Adoption

Adopting AI fosters value-driven experiences for customers and employees. Partners should be innovative, reputable, and provide ongoing guidance.

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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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