Putting AI to Work: What’s New from Posh for Corelation KeyStone Credit Unions

AI in financial services is moving fast from “answering questions” to getting work done across member service and internal teams. In this session, Karan Kashyap (Co-Founder & CEO, Posh) will share what’s changing in AI right now, then walk through what’s new across the Posh product line built specifically for credit unions.

You’ll see how Posh Voice + Operating Procedures brings governed, measurable AI to the phone channel handling real conversations, resolving requests, and supporting secure, core-powered outcomes while giving leaders the operational visibility they need to continuously improve performance. We’ll also highlight Posh’s proven integration experience with Corelation.

Finally, Karan will introduce new and expanded capabilities designed to strengthen your frontline and accelerate adoption: AI Training Simulator (immersive voice/chat role-play with scoring and analytics), Coach (agent call and chat performance insights), and Outreach (new ways to operationalize proactive engagement). Attendees will leave with a clear view of how AI is driving faster, more consistent member service and freeing employees for higher-value work grounded in proven results from credit unions.