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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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Transform your website search, turning every page into an AI-powered help center.

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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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Empower Employees and Customers with AI-Enhanced Service

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AI-Enhanced Member and Employee Experiences

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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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Posh Portal
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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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ChatGPT for Credit Unions: Promises and Pitfalls of Large Language Models
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ChatGPT for Credit Unions: Promises and Pitfalls of Large Language Models

Thank you for joining our webinar discussing ChatGPT for Credit Unions: Promises and Pitfalls of Large Language Models (LLMs)!

How Posh is Empowering Credit Unions to Boost Member Engagement with Conversational AI
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How Posh is Empowering Credit Unions to Boost Member Engagement with Conversational AI

Conversational AI is the present and the future, and can no longer be ignored. Learn more about how Posh is empowering credit unions to understand the value of AI for their members.

What Do Our Clients Say About ChatGPT?
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What Do Our Clients Say About ChatGPT?

Dave Bergstein, the Director of Product at Posh, discusses ChatGPT and Posh.

Implementing AI during Your Telephony Move to the Cloud
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Implementing AI during Your Telephony Move to the Cloud

Don't compromise moving to the cloud and adding conversational AI to your telephony systems. With Posh on your side, you can do both.

Employee Spotlight: Matt McEachern, Co-founder and CTO
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Employee Spotlight: Matt McEachern, Co-founder and CTO

A Year in Review: Posh 2022
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A Year in Review: Posh 2022

From CUSO funding, to the inaugural offsite, Posh has been busy making moves and changing the game.

Posh's Inaugural Offsite
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Posh's Inaugural Offsite

Take a trip to Scottsdale, AZ with us as we recap the first-ever Posh Offsite!

Support for Equitable Healthcare
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Support for Equitable Healthcare

A statement from Posh Technologies.

When Is the Right Time for Conversational AI?
Blog

When Is the Right Time for Conversational AI?

And how do you know which vendor is the best for your financial institution?

Happy Birthday, Posh!
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Happy Birthday, Posh!

On this fourth birthday, we celebrate where we’ve been and where we’re going.

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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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