Posh Outreach in Action: Proactive AI Campaigns for Loans, Deposits, Account Retention, and Beyond

Nobody joined a bank to watch opportunities slip away.

A loan that didn't close because no one followed up. A new account that went dormant in the first 30 days. A customer who moved their savings elsewhere because no one reached out before their CD matured.

In this session, Karan Kashyap, CEO and co-founder of Posh AI, will show how banks are using Posh Outreach to reach customers first, with proactive AI agents that initiate real, humanlike conversations through whatever mix of channels makes sense for that campaign, so the right message reaches the right customer at the right moment.

We'll walk through the campaigns purpose-built for financial institutions: onboarding new relationships, growing wallet share, handling servicing and recovery with care, and staying ahead of lifecycle and renewal events before they become missed opportunities - all delivered through intelligent, configurable, multi-step journeys across voice, SMS, email, push, and personalized microsites that branch based on how each customer responds.

Key Takeaways:

• How proactive AI outreach drives measurable results across loans, deposits, and non-interest income without adding headcount
• Why flexible, multi-channel journeys outperform single-touch campaigns and how to design them around what customers actually do
• What it takes to go from concept to live campaign in minutes, and how financial institutions are putting Outreach to work today