The Agentic AI Platform Financial Institutions Trust
by Operating Procedures
One platform for reasoning, knowledge, and control, so AI can plan and act safely in every customer and employee moment.
300+ deployments
Rigid Scripts vs. Operating Procedures
Rigid Scripts
Operating Procedures
What Operating Procedures Deliver
In every customer interaction, Operating Procedures unlock the capabilities institutions have struggled to achieve with scripts, intents, and traditional automation.
Safely execute authenticated, high-stakes actions
Handle sensitive tasks, password resets, card controls, payments, profile updates, and loan actions, while enforcing identity verification, business rules, and escalation policies.
Replace scripts and intents with adaptive reasoning
OPs eliminate brittle flows. The agent uses natural language understanding and your institutional knowledge to choose the right step, even when customers change direction or ask unexpected questions.
Handle interruptions and complex workflows with ease
Real customer conversations rarely follow a script. OPs let the agent skip ahead, loop back, or pivot mid-workflow without losing context, something static intent trees can’t do.
Maintain perfect auditability & compliance
Every interaction follows your rules. Deterministic scripts, disclosures, and regulatory language can be embedded within any procedure to ensure absolute consistency and audit-ready outputs.
Scale across every workflow, existing and future
Any workflow you’d document as an SOP for a human can be an Operating Procedure for a Posh AI agent. Start with high-volume customer requests. Expand to lending, fraud, back office, operations, and internal employee workflows. New Procedures can be added in minutes, enabling institution-wide coverage with no added complexity.
The Posh AI Platform:
From Knowledge to Action
REALM™: The Intelligence Engine Behind Trusted AI
REALM™ is Posh's proprietary reasoning engine, the intelligence layer that powers every Operating Procedure. It combines contextual understanding, policy adherence, and compliance into a single reasoning framework that scales across voice, digital, and back-office operations.
When a customer speaks, REALM™ follows a governed reasoning flow:
1. Priority Workflows
Priority Workflows kick off the right process, so critical tasks are handled first and handled consistently.
2. Knowledge Responses
Knowledge responses use governed RAG search to pull answers from verified institutional knowledge, not guesswork or the open web.
3. Conversational Fallbacks
Conversational fallbacks keep the interaction safe and on track, or smoothly hand off to a human when needed.
One Platform. Five Pillars of Intelligent Operation.
Built for financial institutions from the ground up, Posh's platform unifies intelligence, governance, and control across five pillars, delivering trustworthy, high-performing AI at scale.
Built for Every Channel and Team
Voice
Handle calls with AI voice agents that authenticate, resolve, and complete secure actions in real time powered by Operating Procedures that ensure every step follows your policies. Deploy a single specialized agent for tasks like password resets or orchestrate coordinated agents for complex workflows, all alongside your existing contact center systems.
Digital
Bring the same reasoning, compliance, and Operating Procedure intelligence to your chat and messaging interfaces. Guide customers through inquiries and escalations with accuracy, empathy, and policy-aligned execution across every workflow.
Knowledge Assistant
Instant, compliant answers for employees in a simple conversational interface. Pulls directly from the same institutional knowledge as customer-facing AI.
Posh Simulator
An AI-powered platform for onboarding and upskilling employees. Simulate real-world customer interactions, practice workflows, and build confidence.
Posh Translate
Too many customers get turned away or underserved because nobody on the floor speaks their language. Deploy live AI interpretation that joins the conversation instantly, so every customer gets understood and served in the moment that decides whether they stay, borrow, or walk.
Posh Answers
Transform your website into an AI-powered help center and growth engine. Website search surfaces accurate, compliant answers and reveals cross-sell opportunities.
Posh Outreach
Most outreach in banking happens too late. Deploy proactive AI agents that reach your customers first, initiating real conversations in the moments that determine whether a loan closes, a deposit stays, or a relationship deepens.
Posh CoachQA
From scores to coaching, CoachQA is the intelligent, auditable platform where quality assurance gets done. Your team can evaluate, improve, and protect all in one place.
Security, Privacy & Compliance Built In
Posh's security architecture is built for financial institutions, not adapted for them. Trust is built into every layer of the platform, from knowledge management to reasoning to response.
From Conversations to Complete Operations
The Posh platform turns AI from a talking interface into a trusted operational partner, helping financial institutions deliver faster service, lower costs, and stronger relationships through intelligent automation that reasons, acts, and stays within bounds.
Traditional AI answers questions. Operating Procedures complete processes.