The AI Journey: Understanding Agentic AI and What It Means for Financial Institutions

Demystifying Agentic AI: Exploring What's Possible  — and How One Financial Institution is Driving Impact Today

Join Posh Co-Founders Karan Kashyap and Matt McEachern, for a behind-the-scenes look at how Agentic AI is reshaping customer service for banks and credit unions. In this session, we'll demystify what Agentic AI means, explore how Posh's REALM™ engine makes AI more capable and compliant, and showcase live demos of what's possible when AI moves beyond simple scripted conversations to intelligent, action-oriented experiences.

Hear from Kathy Sianis, VP at Posh, and Traci Michel, COO at Metro Credit Union, as they share Metro's journey of scaling AI across their service experience.  Building on their early adoption of innovative chatbots and voice assistants, Metro's AI strategy has grown alongside Posh's expanding platform, evolving to take advantage of new generative and agentic AI capabilities across digital, voice, and employee-facing experiences. Their story offers a real-world look at how financial institutions can expand AI's role to drive better experiences, greater efficiency, and measurable impact.

Whether you're just starting with AI or looking to expand its impact, this webinar will offer a candid look at both the technology and the operational realities of delivering modern member service with AI.