The Agentic AI Platform Financial Institutions Trust
Every Posh agent, on every channel, runs on one platform and one shared knowledge base. Customers and members get the same right answer everywhere, and every action your agents take stays inside your policies.
300+ deployments
One Brain Behind Every Channel
Customers ask a question on your website. They get the same answer they'd hear from your chatbot, call center, or branch staff.
Your team makes a policy change in the Posh Portal. It’s live everywhere, instantly.
Analytics from digital, voice, and internal search flow into one dashboard. No gaps. No duplication.
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.
How Agents Stay in Control
Traditional automation follows rigid scripts that break the moment a customer goes off the path. Posh agents reason through each conversation instead, while following your rules exactly: your policies, your disclosures, your escalation paths.
Rigid Scripts vs. Operating Procedures
Rigid Scripts
Operating Procedures
What that means for your institution:
Real actions, safely.
Agents complete authenticated, high-stakes tasks like password resets, card controls, payments, and loan actions, with identity verification and escalation built in.
Real conversations.
Customers can skip ahead, loop back, or change direction, and the agent keeps the context.
Always audit-ready.
Required scripts, disclosures, and regulatory language are built into every workflow.
Every workflow, existing and future.
Anything you'd write as an SOP for a person can become a workflow for a Posh agent, from high-volume requests to lending, fraud, and back office.
Business teams design and update workflows in the no-code Posh Portal, while technical teams keep full control over guardrails, integrations, and system access.
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.
Built for Every Channel and Team
Voice
Handle calls with AI voice agents that authenticate, resolve, and complete secure actions in real time, with every step following 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 policy controls to your chat and messaging interfaces. Guide customers through inquiries and escalations with accuracy, empathy, and policy-aligned execution across every workflow.
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 Agents
Purpose-built AI agents, each owning one high-value job, start to finish, on inbound calls or proactive outreach. Buy only the jobs you need, on their own or as an add-on to Voice Assistant, and set up in weeks.
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.
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 AI agents that reason, act, and stay within bounds.
Traditional AI answers questions. Posh agents get work done.