AI for Customer Experience Teams

AI that IT can trust 
and control.

Purpose-built for financial institutions, Posh delivers secure, explainable AI across voice, 
chat, and knowledge, all governed from a single platform. No black boxes. No surprises. Full control from day one.
Trusted by 100+ 
financial Institutions
Trusted by 100+ 
financial Institutions

Why Strategic AI Starts with IT

You’re expected to drive innovation without compromising security or compliance. With Posh, you don’t have to choose.

Posh helps you deliver immediate value with full transparency and control, from deployment to optimization.

Built for Enterprise Control & Compliance

Unified AI Platform
Voice, chat, knowledge, and staff tools connected and configurable.
SOC 2 Compliance
+ Audit Trails
Designed for regulatory environments.
Self-Managed 
Knowledge Portal
Governed, versioned, and fully trackable.
Explainable by Design
Transparent logic, trainable behaviors, no hallucinations.

Why Your Stack Deserves Strategic AI

You need speed to value, not risk. With Posh, your team stays in control, from deployment to day-to-day optimization.

Secure Architecture

SOC 2 compliance, audit-ready from day one.

Secure Architecture

SOC 2 compliance, audit-ready from day one.

Full Visibility & Control

Govern every response and update in real time.

Full Visibility & Control

Govern every response and update in real time.

Faster Time to Value

Seamless integrations accelerate deployment and ROI.

Faster Time to Value

Seamless integrations accelerate deployment and ROI.

No Black Boxes

Outputs you can use to explain to compliance and leadership.

No Black Boxes

Outputs you can use to explain to compliance and leadership.

Real Results. Real Control.

91%
of voice requests handled by AI
—no live agent needed
<30
days to deployment for most 
implementations
100+
financial institutions powered by
Posh’s secure AI platform

Trusted by the Most Security-Conscious Teams

“We needed a company whose culture and vision of member service matched ours. We chose Posh because their company and product solved every challenge we had with our old system.”
Jesse Shearin, VP of Information Technology, One Nevada CU
Our partnership with Posh has been a crucial part of our digital strategy. The strategic sessions have given our executive team a perspective that otherwise we may not have uncovered on our own. Posh has exceeded our expectations in support and the strategic sessions set us on the right path for our AI strategy.
Kevin Starkey, CTO, Red River Credit Union
We chose to partner with Posh because they felt like an extension of our team. The sales process was educational, friendly and didn’t include any pressure or gimmicks. Posh continues to evolve and grow and that is what we expect, to ensure the best product for our customers. Posh’s competence and commitment made the selection easier than expected!
Joshua Nash, SVP/Director Information Technology, Camden National Bank

Trusted by 100+ banks 
and credit unions

Trusted by 100+ banks 
and credit unions

SOC 2 compliance, audit-ready from day one.

Built exclusively for
financial services

Built exclusively for
financial services

SOC 2 compliance, audit-ready from day one.

Loved by Tech, Risk, and Compliance

Loved by Tech, Risk, and Compliance

SOC 2 compliance, audit-ready from day one.

Join the Leaders in Customer Experience Innovation

From community banks to major credit unions, forward-thinking financial institutions are choosing Posh to deliver exceptional customer experiences at scale.

Community Banks

Competing with national banks on experience

Credit Unions

Deepen member relationships and trust

Regional Banks

Scaling personalized service