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

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

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

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Posh Platform
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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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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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