Banking

Ion Bank uses Posh's AI Digital Assistant, Knowledge Assistant and Posh Answers to boost self-service, reduce calls, and streamline access to information for both customers and staff.

Learn how Metro CU uses Posh's full platform to create seamless member journeys and equip employees with the tools they need to succeed.

Posh AI today announced a strategic referral partnership with Corelation.

Posh has been awarded the Banker's Choice Award at this year's ICBA ThinkTECH Showcase in Nashville. Selected by community banking leaders, the award recognizes the most promising fintech solution presented at the event.

Posh AI, a leader in advanced AI solutions for the banking industry, today announced the launch of Posh Answers.

Take a look at our newest Forbes article, written by our co-founder and CEO, discussing how to operationalize internal expertise.

We're pleased to announce that 50 of our clients are operational with a collective total of over 80 Posh solutions.

Posh Technologies fuels call center automation with $27.5M funding

A banking AI platform runs every AI agent on one foundation. Here's what boards ask about it, from security and governance to integration and ROI.

How AI role-play training helps bank and credit union contact center teams build service readiness, coach consistently, and handle compliance conversations with confidence.

Posh's Jack Henry Symitar integration lets AI handle balance, transaction, payment requests and more. See results from 5 credit unions and what to ask vendors.

Time to proficiency runs longer than most institutions measure, and the cost lands every day an agent is still getting up to speed. What slows training down, and what changes when practice stops depending on a trainer's calendar.

Contact center attrition runs 30-45% a year and most agents leave within 12 months. What actually drives it, and the five things AI changes about the job.

Four risks that matter when deploying AI at a bank or credit union, the controls that mitigate each, and how to compare vendors when feature lists look identical.

Your customers and employees ask the same questions. Why unifying the knowledge layer beats running two AI projects, with data from 125+ institutions.

Deploy AI ahead of your next moment of change, not after. The seven transitions where timing matters most, with lead times and results from 9 institutions.

Gen Z and millennials report the same satisfaction as older customers and switch far more. What actually drives retention, with 2026 research and production data.

Most banks don't need to go all-in on AI. Here's how to start small, build confidence, and scale what works.

Community banks and credit unions can't afford their own AI research teams so Posh built one for all of them.

Every bank and credit union thinking about AI strategy eventually lands on the same question: Should we build or buy?

Learn how generative and agentic AI differ, and why combining them unlocks smarter, more autonomous customer experiences in banking.

Discover how AI voice assistants like Posh are revolutionizing banking customer service with 24/7 support, automation and personalized experiences.

Discover how 24/7 banking support powered by AI voice assistants transforms customer service with instant, scalable and cost-effective solutions.

Discover the ROI of voice AI in banking. Learn how Posh Voice Assistant saves costs, improves efficiency and enhances customer satisfaction.

The key to surviving and thriving in this technological revolution isn't just about innovation — it's about responsible innovation that builds long-term trust while navigating market pressures.

The conversation around artificial intelligence has evolved, and for financial institutions, it's no longer a question of "if" but "when" and "how" to invest in AI.

Join former NCUA chairman Rodney Hood for a look at why and how financial institutions should adopt AI as soon as possible.

Voice technology is essential for the future of banking, enabling more flexible, accessible experiences. Here's how to leverage it effectively in your call center.

Discover how AI and knowledge management systems work together to streamline operational efficiency at your financial institution.

Choosing an AI partner can be difficult in today's current landscape. Ensuring that you go live with a full set of engagements either digitally or by voice is critical.

Don't compromise moving to the cloud and adding conversational AI to your telephony systems. With Posh on your side, you can do both.

Looking to leverage the revolutionary power of AI in banking? Here's everything you need to know about using AI for productivity in your call centers.

The recent advances in AI over the last year have changed expectations. A healthy adoption of generative AI in the banking industry creates more purposeful, value-driven experiences.

Discover how AI is transforming financial call centers with smarter workflows, better service, and lower costs — without replacing human agents.

2023 was a remarkable year of growth and success in the AI industry and at Posh AI, where our partners and clients enhanced customer experiences and operational efficiency through AI adoption.

Thinking specifically about the impact on the financial sector, we have noticed a few key takeaways that leaders at financial institutions should pay close attention to.

Discover how Posh is addressing some of the most common risks in AI solutions to protect and secure our banking partners.

Learn how community banks can overcome resource constraints, make informed decisions, and leverage a purpose-built AI partners to compete with larger banks in the rapidly evolving AI-driven banking landscape.

Discover how conversational AI IVR is transforming member support for credit unions, reducing call volume, and improving customer satisfaction.

As it stands, there are approximately 130+ million individuals who bank with credit unions. It is our goal to empower credit unions to reach every single one of those members.

For banks and financial institutions, not being able to meet customers where they are, at the times that they need it, can be a huge hindrance to customer retention and overall sentiment.

At Posh, we've leveraged Conversational AI to transform customer service, starting at financial institutions. We work with dozens of banks and credit unions to automate their customer interactions 24/7, enhancing their overall customer experience while saving their contact centers time and money.

From CUSO funding, to the inaugural offsite, Posh has been busy making moves and changing the game.

What is a banking bot? Basically, imagine Siri but for banking. We say "Hey Siri" and get our answers within a few seconds.