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Proactive AI Agents That Start the Right Conversation Before the Moment Passes
Posh Outreach enables banks and credit unions to automatically start real, two-way conversations across voice, SMS, email, push, and personalized microsites, right when it matters most.
Increase conversion. Retain deposits. Eliminate manual follow-up.
Outreach in banking has always broken down at the moment it matters most.
Most institutions do reach out, just not in a way that works. Batch emails. Robocalls that don't adapt. One-way messages that can't respond. By the time follow-up happens, the moment is already gone.
Your data already knows when to act. What's been missing is a system that does.
Your data already knows when to act. What's been missing is a system that does.
OLD WAY
New Way
Static one-way campaigns that can't adapt
Agentic AI that starts real, two-way conversations via phone, SMS, email, websites, microsites
Missed follow-ups that cost you funded loans
Automatic, multi-channel outreach triggered from your systems
Robocalls and pre-recorded voicemails
Voice agents that respond, adapt, and take action in real time
Brochures and mailers with declining returns
Campaigns that cost less than a brochure and actually respond
Customers churn before you even reach them
Proactive engagement before the opportunity is lost
OLD WAY
Static one-way campaigns that can't adapt
Missed follow-ups that cost you funded loans
Robocalls and pre-recorded voicemails
Brochures and mailers with declining returns
Customers churn before you even reach them
New WAY
Agentic AI that starts real, two-way conversations via phone, SMS, email, websites
Automatic, multi-channel outreach triggered from your systems
Voice agents that respond, adapt, and take action in real time
Campaigns that cost less than a brochure and actually respond
Proactive engagement before the opportunity is lost
WHY THIS IS NOW POSSIBLE
Why proactive outreach finally works
This isn’t just better campaigns, it’s a new system of execution.
- Real-time triggers from your core and CRM
- AI agents that can actually hold conversations, not follow scripts
- Cross-channel orchestration in a single flow
- Built-in compliance controls for regulated outreach
What used to require teams, tools, and timing… now happens automatically.
JOURNEY BUILDER
Revenue-driving campaigns
built for banking
Purpose-built outreach for the moments where financial institutions consistently lose business.
USE CASE
Indirect Loan Onboarding
When a dealer submits an indirect auto loan, the relationship is fragile. Posh reaches out immediately via call or chat, guides onboarding, and converts borrowers into full checking relationships before momentum is lost.
INDIRECT LOAN ONBOARDING
Dealer submits indirect auto loan
Automatically reach out call or text, same day
Borrower onboards guided via microsite
Full relationship checking account opened
Outcome: Increase checking conversion and lifetime value from day one
USE CASE
CD Maturity & Deposit Retention
When CDs mature, silence leads to attrition. Posh proactively engages customers by phone, SMS, or email, presents renewal options, and keeps deposits where they belong.
CD MATURITY & DEPOSIT RETENTION
CD almost hits maturity date
Automatically call or text customer
Customer sees renewal options on a microsite
CD renewed
Outcome: Retain deposits that would otherwise walk
USE CASE
Loan Pipeline Follow-Up
Incomplete applications stall revenue. Posh follows up across channels, keeps the conversation active, and moves loans forward without manual effort.
LOAN PIPELINE FOLLOW-UP
Incomplete application sitting idle
Automatically follow-up across channels
Borrower completes the missing step
Loan moves forward
Outcome: Recover applications that would have gone cold
USE CASE
Pre-Approved Offer Conversion
When customers qualify for new products, timing matters. Posh initiates a voice or text conversation, delivers a personalized microsite, and drives action before the offer expires.
PRE-APPROVED OFFER CONVERSION
Customer qualifies for a new credit card
Automatically initiate call or text
Personalized microsite appears on their phone
One-click action taken before offer expires
Outcome: Increase conversion on qualified opportunities
One conversation. Every channel. Fully orchestrated.
Design and execute AI-powered outreach across voice, SMS, email, push, and personalized microsites all from a single platform.
AI Voice Agent
Not a robocall. A real conversation. Your agent talks, listens, and acts, sending SMS links, triggering emails, and updating systems before the call ends.
Composable Campaigns
Arrange channels in any order. Every touchpoint links to a personalized microsite with one-click actions and an AI agent ready to close the loop.
Smart Gates & Real-Time Execution
Skip contacts who've acted, adjust messaging by account context, and determine the right next step. No duplicate outreach. No wasted touches.
Seamless Escalation
When a human touch is needed, Posh connects to a live agent or surfaces a prioritized follow-up ticket so nothing critical gets missed.
From concept to campaign in minutes
No technical expertise required.
STEP 01
Upload Your Contacts
Import contacts via CSV or enroll them in real-time through our API. Define custom data fields that personalize every touchpoint.
STEP 02
Build Your Cadence
Design multi-step sequences mixing voice, SMS, email, and push. Add smart gates, set delays between steps, and link every touchpoint to personalized microsites.
STEP 03
Launch & Optimize
Execute with intelligent scheduling and rate limits. Monitor real-time performance, track outcomes across channels, and let AI surface actionable follow-ups automatically.
THE OUTREACH DIFFERENCE
Built for regulated outreach from day one
Every Posh Outreach campaign runs on Posh's Operating Procedures framework combining large language model intelligence with the compliance controls that financial services demands. Built around the realities of CFPB, TCPA, FDCPA / Reg F, and NCUA expectations.
- Two-party recording notices built into every call
- Customizable dialing windows and blackout dates
- Complete audit logs and call transcripts
- Enterprise-grade data retention controls
- Built-in QA self-reflection after every interaction
