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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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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.

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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

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.

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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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How to Attract Younger Customers to Your Financial Institution
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How to Attract Younger Customers to Your Financial Institution

Learn how banks and credit unions can attract and retain younger customers by leveraging digital tools, AI assistants, and smart engagement strategies.

Generative Al and Large Language Models: Applications Shaping the Banking Industry
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Generative Al and Large Language Models: Applications Shaping the Banking Industry

Explore the transformative power of generative AI and large language models (LLMs) in the banking industry.

How Posh Mitigates Risk for Our Banking Partners
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How Posh Mitigates Risk for Our Banking Partners

Discover how Posh is addressing some of the most common risks in AI solutions to protect and secure our banking partners.

Navigating the AI Seas: How Community Banks Can Stay Competitive
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Navigating the AI Seas: How Community Banks Can Stay Competitive

Learn how community banks can overcome resource constraints, make informed decisions, and leverage a purpose-built AI partners to compete with larger banks in the rapidly evolving AI-driven banking landscape.

Beyond Keywords: Searching for Information Using Generative AI
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Beyond Keywords: Searching for Information Using Generative AI

Explore the potential of generative AI in financial services. Discover how they differ from traditional keyword-based search engines.

Overcoming Barriers to Entry: AI for Community Banking
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Overcoming Barriers to Entry: AI for Community Banking

AI is completely transforming the banking industry in many ways - here's what we know.

Employee Spotlight: Calvin Chen
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Employee Spotlight: Calvin Chen

Meet Employee Spotlight: Calvin Chen; Senior Director, Revenue Operations at Posh!

Why Financial Institutions Need to Prioritize Risk Mitigation when Choosing an AI Partner 
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Why Financial Institutions Need to Prioritize Risk Mitigation when Choosing an AI Partner 

Early-stage commercialization of ChatGPT and LLMs poses challenges.

Streamlining Frontline Operations Through the Power of AI
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Streamlining Frontline Operations Through the Power of AI

By harnessing the power of AI, FIs can improve systems and streamline processes, making knowledge more accessible, allowing staff to service customers efficiently and effectively the first time.

Chatbots: What They Can and Can’t Do
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Chatbots: What They Can and Can’t Do

Chatbots are everywhere. They are the mascot for conversational AI for a good reason.

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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.

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Jack Henry Connect 2025

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