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The AI Platform Designed to Delight Credit Union Members
Whether you’re focused on scaling business services, modernizing your call center, or winning digital-first customers, Posh helps banks move faster without compromising compliance, control, or service quality. Built for growth, engineered for governance, and trusted by forward-thinking banks nationwide.
Trusted by Credit Unions Like Yours
92%
decrease in answer times
4x
reduction in employee churn
93%
less time searching for answers
100%
compliance-ready
Made for Credit Union Leaders Who Put Members First
You're not just managing operations, you’re nurturing a community. Posh helps credit unions deliver the personal, responsive service members expect, while freeing staff to focus on what matters most: building trust and strengthening relationships.
Deliver Always-On,
Empathetic Member Service
Provide 24/7 support for routine questions and ensure first-call resolution through smart routing. Give members fast, accurate answers across all channels, without losing the personal touch.
Empower Staff with
AI-Driven Efficiency
Accelerate onboarding with personalized, role-based training and equip every team member with instant access to policies and procedures, freeing them to focus on building deeper member relationships.
Drive Operational Excellence
Without Overhead
Reduce reliance on third-party call centers, lower average handle times, and reduce abandonment.
Ensure Compliance Without Complexity
Stay audit-ready at all times with full transparency, built-in governance, and secure AI systems designed for credit unions.
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One Platform, Six Products That Work in Harmony
All connected through REALM™, our orchestration layer built specifically for banking-grade security, compliance, and knowledge management.
KNOWLEDGE ASSISTANT
Put every policy, procedure, and update at your team's fingertips
- Tailored responses by department, role, or channel
- Seamless integrations with documents, SharePoint, and more
- Search time cut from hours to seconds
- Full version control and audit trails
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POSH SIMULATOR
Modern onboarding and upskilling— at scale and on demand.
- Role-based learning paths
- Confidence tracking and knowledge reinforcement
- Reduces onboarding time without sacrificing quality
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DIGITAL ASSISTANT
Conversational self-service that extends your team
- Deploy on web, mobile, or digital banking
- Escalates seamlessly to staff
- Captures insights to improve member experience
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VOICE ASSISTANT
A smarter front line for your call center
- Handles routine calls with natural conversation
- Connects to your core for real-time answers
- Frees up staff to focus on complex needs
POSH ANSWERS
Turn your website into a member engagement tool
- Responds in real time with your website and knowledge base content
- Capture more form completions, applications, and increase time on site
- Feels human, not robotic
POSH COACHQA
Turn every conversation into a coaching opportunity
Evaluate 100% of calls and chats against your SOPs, surface compliance gaps, and improve team performance.
- Deep analysis of substance and style, not just keywords
- Surfaces fraud attempts, missed revenue, and escalation patterns
- Audit-ready insights grounded in your actual procedures
KNOWLEDGE ASSISTANT
Put every policy, procedure, and update at your team's fingertips
- Tailored responses by department, role, or channel
- Seamless integrations with documents, SharePoint, and more
- Cut search time from hours to seconds
- Full version control and audit trails
POSH SIMULATOR
Modern onboarding and upskilling— at scale and on demand.
Train employees with personalized, real-world scenarios, on their schedule.
- Role-based learning paths
- Confidence tracking and knowledge reinforcement
- Reduces onboarding time without sacrificing quality
DIGITAL ASSISTANT
Conversational self-service that extends your team
- Deploy on web, mobile, or digital banking
- Escalates seamlessly to staff
- Captures insights to improve member experience
VOICE ASSISTANT
A smarter front line for your call center
- Handles routine calls with natural conversation
- Connects to your core for real-time answers
- Frees up staff to focus on complex needs
POSH ANSWERS
Turn your website into a member engagement tool
- Responds in real time with live site and knowledge base content
- Increases form completions, applications, and time on site
- Feels human, not robotic
POSH COACHQA
Turn every conversation into a coaching opportunity
Evaluate 100% of calls and chats against your SOPs, surface compliance gaps, and improve team performance.
- Deep analysis of substance and style, not just keywords
- Surfaces fraud attempts, missed revenue, and escalation patterns
- Audit-ready insights grounded in your actual procedures
Why Credit Unions Choose Posh
With 100+ deployments and counting, credit unions across the country are transforming member service with Posh. Whether it’s reducing call center load, improving NPS, or helping members get answers after hours, Posh delivers real outcomes for real communities.
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66%
member conversations contained
210k
chats handled
$163K
annual savings
180K+
minutes saved
35%
of chats handled
after hours
201%
ROI
77%
Containment rate
79%+
Reduction in
wait time
73%
Reduction in
abandonment
$15K
Per month saved
10%
Improvement in NPS score
3.4%
decrease in abandonment rate
1,800
chats handled per month
86%
chat containment rate
1.5M+
calls handled
2M+
chats handled
$663K
annual savings
83%
containment rate
Trust & Security
Built for credit unions. Committed to trust.
Security, privacy, and compliance are at the core of everything we do. The Posh Trust Center offers transparency into our infrastructure, certifications, and responsible AI policies.
Learn more
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See What Posh Can Do for
Your Members
Serving your members better doesn't have to mean doing more with less—it means doing the right things, smarter.
Schedule your demo