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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.

AI for Digital Support
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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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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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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.

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.

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

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

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

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

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

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

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

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

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

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

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

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.

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

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.

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

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

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.

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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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