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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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Provide employees with quick and efficient access to information.

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The leading portal for AI management.

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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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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.

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Check out our latest career opportunities, we hope you join us!

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The leading no-code portal for AI management.

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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

Posh general blog news, updates and more.

AI Adoption in Banking: Why Financial Institutions Can’t Afford to Wait

Discover why AI in banking is no longer optional. Industry leaders reveal how financial institutions can overcome barriers and start winning today.

AI Adoption in Banking: Why Financial Institutions Can’t Afford to Wait

Discover why AI in banking is no longer optional. Industry leaders reveal how financial institutions can overcome barriers and start winning today.

Balancing Innovation and Compliance: How To Innovate Responsibly with AI

Balancing innovation with compliance is crucial for financial institutions. Discover insights from industry experts on how AI can help FIs innovate while staying compliant.

Balancing Innovation and Compliance: How To Innovate Responsibly with AI

Balancing innovation with compliance is crucial for financial institutions. Discover insights from industry experts on how AI can help FIs innovate while staying compliant.

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. 

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

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

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

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.

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

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

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

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

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

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.

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

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.

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.

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Unlocking the Potential of Generative AI for Financial Institutions
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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
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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
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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
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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
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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.

2023 Year in Review
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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
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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
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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
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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
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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.

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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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