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Webinar: AI-Powered Role Playing: How Realistic Simulations are Transforming Employee Training for FIs
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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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24/7 customer service, guiding your customers through the digital wonderland, day and night!

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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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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.

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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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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.

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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.

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.

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

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

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

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

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.

How Natural Sounding AI Enhances Personalization in Banking

We've launched new features that leverage generative AI in exciting ways that create new personalized experiences aligned to your brand and allow you to deploy solutions more efficiently.

How Natural Sounding AI Enhances Personalization in Banking

We've launched new features that leverage generative AI in exciting ways that create new personalized experiences aligned to your brand and allow you to deploy solutions more efficiently.

The C-Suite’s Guide to AI in Financial Institutions

Unlock the potential of AI with our C-Suite Guide. From exploring its applications to assessing readiness and finding the right partner, gain crucial insights and practical advice.

The C-Suite’s Guide to AI in Financial Institutions

Unlock the potential of AI with our C-Suite Guide. From exploring its applications to assessing readiness and finding the right partner, gain crucial insights and practical advice.

Goodbye, AI Agent Assist. Hello, Next-Gen Knowledge Assistant!

Unlock the power of Knowledge Assistant, a single source of truth for employee questions, and why it’s better than AI agent assist tools.

Goodbye, AI Agent Assist. Hello, Next-Gen Knowledge Assistant!

Unlock the power of Knowledge Assistant, a single source of truth for employee questions, and why it’s better than AI agent assist tools.

The Future of Financial Cybersecurity: Protecting Consumer Data in the Age of AI

We’ll take a look at the state of cybersecurity for FIs leveraging AI, diving into the challenges they face, best practices and key features to look for in an AI provider.

The Future of Financial Cybersecurity: Protecting Consumer Data in the Age of AI

We’ll take a look at the state of cybersecurity for FIs leveraging AI, diving into the challenges they face, best practices and key features to look for in an AI provider.

How to Build a Business Case for AI

FIs using AI to solve business challenges will excel. Let’s look at what’s holding back your execs from AI implementation and how you can successfully talk about AI.

How to Build a Business Case for AI

FIs using AI to solve business challenges will excel. Let’s look at what’s holding back your execs from AI implementation and how you can successfully talk about AI.

How AI Helps You Improve Contact Center Agent Satisfaction

AI not only helps you improve customer experiences, but it empowers your call center agents and improves satisfaction.

How AI Helps You Improve Contact Center Agent Satisfaction

AI not only helps you improve customer experiences, but it empowers your call center agents and improves satisfaction.

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Human-Centered Banking Technology: Top 10 FinTech Trends for 2026 and Beyond
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Human-Centered Banking Technology: Top 10 FinTech Trends for 2026 and Beyond

Discover the top 10 banking technology trends shaping 2026 — from AI chatbots to core banking modernization — and how they enable human-first financial services.

How AI Is Driving the Next Wave of Banking Transformation
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How AI Is Driving the Next Wave of Banking Transformation

Discover how AI is transforming digital banking — streamlining operations, enhancing customer experience, and enabling scalable growth for modern financial institutions.

How AI Is Transforming Financial Services CX
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How AI Is Transforming Financial Services CX

Discover how AI is revolutionizing financial services — from self-service and fraud prevention to knowledge management — while ensuring compliance and ROI.

How Call Center AI Is Transforming Banking
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How Call Center AI Is Transforming Banking

Discover how call center AI transforms banking customer service with faster answers, lower costs and improved customer satisfaction.

The Customer Experience Gaps Banks and Credit Unions Can’t Ignore
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The Customer Experience Gaps Banks and Credit Unions Can’t Ignore

What the CX20 Report reveals about customer expectations in 2025, and why closing the right gaps matters more than ever.

AI Trends in Banking
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AI Trends in Banking

Explore nine essential AI trends in banking and how your organization can leverage them to its advantage.

7 Strategic Moments to Deploy AI in Your Bank or Credit Union
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7 Strategic Moments to Deploy AI in Your Bank or Credit Union

In our eBook 7 Strategic Moments to Deploy AI in Your Bank or Credit Union, we outline the three categories of change and seven key moments when AI implementation makes the biggest impact.

The Road to 2030: Building a Smarter Bank with AI
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The Road to 2030: Building a Smarter Bank with AI

Becoming a Smarter Bank by 2030 demands more than surface-level tech adoption. It requires a fundamental shift in how financial institutions operate, make decisions, and deliver value.

AI Use Cases in Banking: 7 High-Impact Opportunities for Transformation
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AI Use Cases in Banking: 7 High-Impact Opportunities for Transformation

Discover 7 transformative AI use cases in banking that reduce risk, improve customer experience, and drive digital innovation across financial institutions.

Generative AI vs Agentic AI in Banking: What Sets Them Apart?
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Generative AI vs Agentic AI in Banking: What Sets Them Apart?

Learn how generative and agentic AI differ, and why combining them unlocks smarter, more autonomous customer experiences in banking.

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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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