FOR IMMEDIATE RELEASE

Posh Introduces Outreach: Proactive AI Agents That Help Financial Institutions Capture Revenue and Enhance Service

New platform enables real-time outreach across voice, SMS, email, push, and personalized microsites, triggered directly from existing systems

[Boston, April 16, 2026] — Posh AI today introduced Posh Outreach, a proactive AI agent platform designed to help financial institutions initiate customer conversations at the exact moments that determine growth, retention, and revenue. The launch marks a fundamental shift in how Posh serves banks and credit unions moving from reactive service, where AI answers when customers initiate inbound, to proactive outbound engagement, where AI reaches out before opportunity is lost.

Most outreach in banking happens too late. A customer disengages. A loan stalls. Deposits move. Loans are paid off early. When institutions do reach out, it is often one-way: Batch emails. Brochures in the mail. Dialers that do not adapt. SMS text blasts. These are all static campaigns.

Meanwhile, financial institutions are sitting on enormous amounts of customer data: transaction history, product usage, life-stage signals, and behavioral patterns, though they have historically struggled to activate it for proactive engagement. The intelligence exists. The will exists. What has been missing is a system that acts on it automatically, via the right channel, at the right moment. Posh Outreach was built to close that gap.

At the center of Posh Outreach is an AI agent that starts real conversations with customers, via voice calls or chatbot-style messaging. Not scripts. Not robocalls. Conversations that respond, adapt, and move the interaction forward. SMS, email, push notifications, and personalized microsites support that conversation in real time.

Turning Missed Moments Into Measurable Growth

Most institutions have accepted print and mail as the default for outreach but the costs add up, and the returns rarely justify them. A multi-step Posh Outreach campaign spanning voice, SMS, email, and personalized microsites, all orchestrated by agentic AI, costs less than a brochure and a stamp. And unlike that brochure, it actually responds.

Posh Outreach focuses on the moments where financial institutions consistently lose business:

Indirect Loan Onboarding
When a dealer submits an indirect auto loan, the relationship is fragile. Posh Outreach immediately reaches out via call or chat, guides onboarding, and converts borrowers into full checking relationships before momentum is lost.

CD Maturity and Deposit Retention
When CDs mature, silence leads to attrition. Posh Outreach proactively engages customers, by phone, SMS, or email, presents renewal options, and keeps deposits where they belong.

Loan Pipeline Follow-Up
Incomplete applications stall revenue. Posh Outreach follows up across channels, keeps the conversation active, and moves loans forward without manual effort.

Pre-Approved Offer ConversionWhen customers qualify for new products, timing matters. Posh Outreach initiates a voice or text conversation, delivers a personalized microsite or chat experience, and drives immediate action before the opportunity expires.

Every outreach is configurable, so you can choose who, when, and how to engage, from voice to SMS to digital experiences.

“Outreach in banking has always broken down at the moment it matters most,” said Karan Kashyap, CEO of Posh. “The real challenge isn’t volume, it’s timing and execution. Opportunities don’t wait for business hours, and too often, the right moment to reach a customer is when no one is available to follow through. It’s not about sending more messages. It’s about starting the right conversation and finishing it before the opportunity disappears. Posh already lives inside the customer relationship. We understand the institution’s policies, we speak in the right voice, and we handle millions of inbound conversations every month. Outreach is the natural next step, not just a new product, but the completion of the loop.”

Posh’s position is unique. Where generic outbound platforms start cold, Posh Outreach starts with context, drawing on signals already captured through inbound voice and digital interactions. When a customer calls to ask about a maturing CD, Posh hears that. When a customer asks the digital assistant about auto loan rates, Posh captures that intent. Posh Outreach turns those signals into timely follow-up, powered by the same governed knowledge and Operating Procedures that already run the institution’s inbound channels. The result is outreach that feels less like a campaign and more like a conversation that was already underway.

One Conversation. Every Channel.

Posh Outreach enables institutions to design AI-powered outreach sequences across voice, SMS, email, push notifications, and personalized microsites so every interaction drives toward action.

Each step is configurable and informed by real-time data. The system automatically skips customers who have already completed an action, adjusts messaging based on customer context, and determines the right next step in the conversation.

At the center is the AI voice agent. During a live conversation, the agent doesn’t just talk, it takes action. It can send an SMS linking to a personalized microsite, trigger a follow-up email, update internal systems, and guide the customer to completion while the conversation is still happening.

When a human touch is needed, Posh escalates seamlessly, connecting to a live agent or creating a prioritized follow-up ticket for your team. Urgent cases are surfaced first, so nothing critical gets missed, even outside business hours.

Built for the Reality and Regulation of Banking

Every Posh Outreach campaign runs on Posh’s Operating Procedures framework, combining large language model intelligence with the control and compliance required in financial services.

The platform includes:

• Two-party recording notices
• Customizable outreach windows (including blackout dates)
• Complete audit logs and a built-in QA reflection
• Enterprise-grade data retention policies

Available Now

Posh Outreach is available today. After each interaction, the agent evaluates its own performance and identifies ways to do better in the next attempt. The result is a “self-learning” system that helps drive its own improvements over time.

“CD renewals have always been a manual, time-intensive effort... and member onboarding from indirect channels isn't far behind,” said Tom Kraus, Chief Experience Officer at Together Credit Union. “Posh Outreach puts both on a path to automation. Posh continues to evolve, and having a partner that's constantly looking at what's next alongside you is a real benefit.”

To learn more or request a demo, visit posh.ai/outreach.

About Posh
Posh is an AI platform built exclusively for banks and credit unions. From Knowledge Assistant and CoachQA to AI Training Simulator, Digital Assistant, Voice Assistant, Posh Answers and now Posh Outreach, Posh delivers purpose-built AI that helps financial institutions grow revenue, retain talent, and stay compliant. Learn more at posh.ai/outreach.