Self-Service That Feels Like High-Touch Support
Your customers want more than just fast answers. They expect personalized banking support, on their terms, across channels, and without waiting. With Posh, your institution delivers 24/7 service through AI assistants that resolve questions, complete transactions, and guide users from start to finish, no live agent required.
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Built for How Customers Actually Bank
You don’t need more apps. You need intelligent tools that meet customers where they are and know what they need.
Unified Knowledge Base
Every product runs on a shared, banking-trained unified knowledge base — so answers stay aligned, accurate, and always up to date, no matter where a question is asked.
Turn Every Channel Into a Competitive Advantage
When your self-service experience is smart, fast, and unified, everything changes:
Customers complete more actions on their own
Call and chat volumes drop
Digital engagement increases
Service teams shift focus to complex, high-value issues
Every channel feels seamless and connected
Opportunities to open accounts, capture deposits, and originate loans increase
Why Forward-Thinking Institutions Choose Posh
Self-service isn’t about deflection; it’s about precision. It’s about giving people the right help, right away.
With Posh
Always-on support across voice, web, and mobile
One knowledge foundation across all AI assistants
Faster task completion and fewer escalations
A better customer journey from start to finish
A platform built for banks and credit unions
70%+ containment rate for customer conversations
25% of Posh Answers searches lead to a “Next Step”
Without Posh
Gaps in availability and slow response times
Conflicting content and fragmented updates
Manual handoffs and long call queues
Missed opportunities and member frustration
Generic tools with weak financial fluency
Agents handling routine questions that could be automated
Static website search that ends in frustration, drop off, or a support call
Built to Work With What You Already Use
Posh fits into your tech stack, not disrupts it. Our advanced banking integrations don't just connect systems. They unlock real functionality. From balance checks to transfers, our AI Agents don't just answer questions. They take action.
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One Platform
Unified Intelligence.
Full Control.
At the core of Posh’s AI platform is the Posh Portal, your single command center for managing every AI agent across every channel. Say goodbye to creating tickets and waiting days for every minor change.
Update once, everywhere
One centralized knowledge base for voice, chat, and web. With Posh’s simple, intuitive interface, creating and updating responses takes only minutes. Accurate, consistent, on-brand answers, everywhere your customers need them.
See what’s working (and what’s not)
Connect chat, voice, and search data to give you unified insights into customer behavior—so you can spot trends, close gaps, and make your AI smarter.
Stay in control
Role-based permissions, audit trails, and version history keep your institution compliant and secure.
Scale with confidence
Whether you're rolling out one assistant or five, the same platform grows with you, no silos, no surprises.
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Deliver White-Glove Service with AI-Powered Self-Service
The next generation of banking isn’t just digital. It’s intelligent, connected, and always available. With Posh, you don’t just keep up. You lead.
