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

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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.

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Make online and mobile banking feel effortless, responsive, and always on.

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

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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.

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

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The leading portal for AI management.

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

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Provide employees with quick and efficient access to information.

Portal
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The leading portal for AI management.

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Who We Help

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

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AI-Enhanced Member and Employee Experiences

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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.

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

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Seamless integrations into your existing solutions.

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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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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.

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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.

4 Tips for Successful AI Change Management

Learn how to handle AI change management in your financial institution with practical tips for communication, training, and successful team adoption.

4 Tips for Successful AI Change Management

Learn how to handle AI change management in your financial institution with practical tips for communication, training, and successful team adoption.

Unlocking the Synergies of Internal and External AI in Banking

Discover how AI solutions can help your financial institution unlock greater efficiencies, from customer-facing chatbots to internal knowledge assistants.

Unlocking the Synergies of Internal and External AI in Banking

Discover how AI solutions can help your financial institution unlock greater efficiencies, from customer-facing chatbots to internal knowledge assistants.

How To Leverage AI in Lending

Take an inside look at AI in lending: where it’s been, where it’s going and how to leverage each development confidently and efficiently.

How To Leverage AI in Lending

Take an inside look at AI in lending: where it’s been, where it’s going and how to leverage each development confidently and efficiently.

Elevate Your Banking Workflows With AI for Productivity

Looking to leverage the revolutionary power of AI in banking? Here’s everything you need to know about using AI for productivity in your call centers.

Elevate Your Banking Workflows With AI for Productivity

Looking to leverage the revolutionary power of AI in banking? Here’s everything you need to know about using AI for productivity in your call centers.

Unlocking the Potential of Generative AI for Financial Institutions

The recent advances in AI over the last year have changed expectations. A healthy adoption of generative AI in the banking industry creates more purposeful, value-driven experiences.

Unlocking the Potential of Generative AI for Financial Institutions

The recent advances in AI over the last year have changed expectations. A healthy adoption of generative AI in the banking industry creates more purposeful, value-driven experiences.

10 Questions to Ask an AI Provider

Looking for an AI company to help power your bank’s future? Discover the 10 questions that will tell you everything you need to know about an AI partner.

10 Questions to Ask an AI Provider

Looking for an AI company to help power your bank’s future? Discover the 10 questions that will tell you everything you need to know about an AI partner.

Harness the Power of AI for Call Centers

Discover how AI is transforming financial call centers with smarter workflows, better service, and lower costs — without replacing human agents.

Harness the Power of AI for Call Centers

Discover how AI is transforming financial call centers with smarter workflows, better service, and lower costs — without replacing human agents.

5 Biggest AI Trends for Banking in 2024

Get ready for the new year with insights into key AI trends in banking. Together, we’ll explore what's shaping the future of technology.

5 Biggest AI Trends for Banking in 2024

Get ready for the new year with insights into key AI trends in banking. Together, we’ll explore what's shaping the future of technology.

Balancing Budgets in 2024

If you’re looking to cut overdraft fees and are feeling the pressure from budget constraints while also still looking for ways to stay competitive against big banks, AI can help you stay budget-neutral and budget-positive in 2024.

Balancing Budgets in 2024

If you’re looking to cut overdraft fees and are feeling the pressure from budget constraints while also still looking for ways to stay competitive against big banks, AI can help you stay budget-neutral and budget-positive in 2024.

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Happy 5th Birthday, Posh!
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Happy 5th Birthday, Posh!

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

Addressing Common Misconceptions about Fintech for Small Banking
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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 
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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?
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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.

The Power of Conversational AI IVR
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The Power of Conversational AI IVR

Discover how conversational AI IVR is transforming member support for credit unions, reducing call volume, and improving customer satisfaction.

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

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

Posh’s Partnership for Life
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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
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Employee Spotlight: Katie Krajovic; Research Scientist II

A.I. and ChatGPT
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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.

The Hidden Costs of Convenience: Choosing an AI Platform That Grows With You
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The Hidden Costs of Convenience: Choosing an AI Platform That Grows With You

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.

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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.

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Jack Henry Connect 2025

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