Posh Introduces Outreach: Proactive AI Agents for Banks and Credit Unions

Explore Now

AI Solutions

AI for Contact Centers

Create faster, more human-like phone experiences, with instant answers and intelligent handoffs.

AI for Customer Self-Service

Empower customers to get things done on their own - anytime, from any device, no wait required.

AI for Every Channel

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

AI for Digital Support

Make online and mobile banking feel effortless, responsive, and always on.

AI for Smarter Search

Turn every question, internal or external, into an instant, accurate, and confidence-building answer.

AI Products

Customer-Facing

Voice Assistant

A 24/7 talking AI assistant to answer FAQs, route calls and automate banking transactions.

Digital Assistant

24/7 customer service, guiding your customers through the digital wonderland, day and night!

Posh Answers

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

Posh Outreach

Proactive AI agents that reach your customers first, before the opportunity disappears.

Portal

The leading portal for AI management.

Employee-Facing

Posh Simulator

Realistic, AI-driven training scenarios tailored to every role.

Knowledge Assistant

Provide employees with quick and efficient access to information.

Posh CoachQA

Evaluate 100% of conversations to ensure compliance and improve team performance.

Portal

The leading portal for AI management.

Who We Help

By Institution

Banks

Empower Employees and Customers with AI-Enhanced Service

Credit Unions

AI-Enhanced Member and Employee Experiences

By Role or Team

Customer Experience

Information & Technology

Digital Experience

Call Centers

Learning & Development

Who We Are

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

Meet the Posh Team

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

Mission & Values

Get to know who Posh is—the things that guide us and fuel our work.

Partners

We partner with industry leaders, platforms, and financial service advocates to bring AI to every corner of the institution.

Careers

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

Platform

Posh Portal

The leading no-code portal for AI management.

Integrations

Seamless integrations into your existing solutions.

Trust at Posh

Security, privacy, and compliance.

Posh Platform

The first-and-only AI platform built for Financial Institutions by financial and AI experts.

Knowledge Management Studio

Where knowledge is created, governed and delivered seamlessly across all Posh products.

Resources

Resources Hub

Blog

Industry insights from the experts at Posh on all things AI and banking.

News & Press

Articles and announcements celebrating Posh's accomplishments, our team, and our products.

Events

Stay up to date on all of the Posh.ai events and webinars.

Infographics

Explore our latest infographics for captivating visual narratives.

Ebooks

In-depth guides and research to help financial institutions harness AI with confidence.

Client Stories

Learn how Posh has helped 100+ banks and credit unions just like yours.

Request a Demo

IN-PERSON EVENT

2026 CU:Realm Live!

March 30, 2026 -

Atlanta, GA

Meet with us

Attendees from Posh

Calvin Chen

VP, Operations

Cathleen Anderson

Learning and Development Partner at Elevations Credit Union

The #1 AI solution for Financial Institutions

Meet the team behind the industry’s most advanced agentic AI platform for community financial institutions. We’re helping 125+ financial institutions deploy an agentic workforce across service, lending and operations, and we’d love to show you how.

See All Posh Solutions

AI Built for Banking