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Delight Every Caller With our Voice Agent
Transform wait times into wow moments with AI that actually understands banking.
Posh Voice delivers 24/7, human-like conversations that resolve issues, not just answer questions. It understands intent, adapts to context, and takes action, just like your best-trained agent.
Mini-agents for Specific Needs, or the Full Voice Agent
Not every institution needs a full Voice Agent on day one. Start with mini-agents: focused, policy-driven workflows you can deploy in your voice channel for the tasks that matter most.
Powered by Operating Procedures, mini-agents are governed and measurable - fast to launch, easy to scale, and built for ROI from day one.
The difference between mini-agents and the full Voice Agent is scope, not capability. Every mini-agent meets the same security, compliance, and quality standards.
Branch Info + FAQs
Rocio contacts her financial institution in Spanish to inquire about the Orlando branch hours and is offered a text message with the details.
Seamless Routing to a Mortgage Specialist
Jenn explores her financial institution’s mortgage loan options and connects seamlessly to a specialist with full context for assistance.
Secure Balance and Loan Payments
Izzy checks his account balance and transfers funds to pay off a loan by securely logging in with a one-time password.
Explore our
Mini-Agents in Action
Explore our
mini-agents in action
See how individual mini-agents handle real banking tasks, from product guidance to payments to secure transfers, with natural, human-like conversations that adapt on the fly.
CLIENT STORIES
The Results Speak for Themselves
Customers don’t compare you to other financial institutions, they compare you to Amazon. They expect instant answers, zero friction, and a personal touch. Posh enables you to exceed those expectations and foster lifelong loyalty.
Solve 91% of requests without a live agent
Reduce the cost of overflow calls by 63%
Cut employee onboarding time by 4x
Save 225K in third-party costs each year
Cut employee turnover by 3x
Reduce abandon rates by 93%
How a 24/7 AI phone agent handles credit union and community bank calls
More than a bot. Your Voice Agent listens, adapts, and delivers outcomes, even after business hours. Customers don’t always stay on the perfectly scripted “happy path.” Our Voice Agent handles interruptions, mid-sentence changes, background noise, and off-topic comments, without breaking, freezing, or looping.
Fastest Time-to-Value in the Industry
Other voice AI solutions take 6-12 months to launch. Posh Voice goes live in weeks.
- Ingests your website, documents, and policies to power responses instantly
- Proven implementation playbooks built specifically for banking
- US-based deployment team that speaks your language
- Works with all major contact center platforms: NICE CXone, Genesys Cloud, RingCentral, Five9, and more
- Integrates with your core system: Symitar, Fiserv, Corelation, Jack Henry, and others
Your Voice Agent plugs into your phone system. No vendor lock-in. No starting from scratch.
Full Control, No Developers Needed
Once live, you stay in control. Our platform is built for flexibility and self-service so you can adapt to your institution’s evolving needs.
- Easily update responses, call flows, hours, and routing rules anytime
- Configure service hours, holidays, and exceptions with intuitive scheduling tools
- Build new customer journeys tailored to your institution’s goals
Conversations That Adapt Like Your Best Agent
Here's what separates Posh Voice from rigid IVR systems and basic chatbots: it doesn't break when customers go off-script. Real people interrupt. They change their mind mid-sentence. They have noisy backgrounds. They ask tangential questions. Your Voice Agent handles all of it without freezing, looping, or forcing customers back to a main menu.
- Natural, human-like dialogue
- Recalculates the next step instantly
- Stays on-policy for every interaction
- Adjusts tone and responses based on context
This is more than a bot. It’s a compliant, conversational AI employee.
Execute Secure Banking Tasks Seamlessly
Offer real self-service without compromising security, compliance, or trust. Each workflow is powered by mini-agents that run individually or as part of your complete Voice Agent.
- Balance checks, loan payoffs, transfers, stop payments
- Card controls, travel notices, profile updates
- MFA, OTP, and PIN-based authentication
- Strict, deterministic flows for regulated or sensitive tasks
- Smart exception handling and human handoff with full context
Transparency That Drives Action
Turn conversations into strategy, and unlock smarter service decisions. See what’s happening, improve what matters.
- Every interaction is logged and searchable
- Monitor call volume, containment, drop-off trends, and topic engagement
- Identify where flows succeed, and where to optimize
- Turn live customer data into better journeys, policies, and outcomes
What customer requests the AI can resolve on its own.
All Core Banking Functions. A Single Voice Agent.
The Posh Voice Agent handles the full spectrum of your institution's needs. Deploy mini-agents individually for specific workflows, or orchestrate them all together as your complete solution.
The Posh Voice Agent handles the full spectrum of your institution's needs. Deploy mini-agents individually for specific workflows, or orchestrate them all together as your complete solution.
Holistic Account Management
The problem: Customers wait on hold for simple balance inquiries, pending transactions, or recent activity.
The solution: Your Voice Agent provides instant access to all account details—balances, transaction histories, pending activity, interest information, and holds.
The result: Customers get answers in seconds, even at 9 PM on a Sunday. Your staff focuses on complex requests.
Automated Services
The problem: High-touch service tasks like stop payments and check verifications tie up your team.
The solution: AI automates check stop payments, check withdrawals, and merchant-facing check verifications.
The result: Faster service, fewer errors, and agents freed up for relationship-building.
End-to-End Lending
The problem: Customers can't get loan information outside business hours, leading to frustration and delays.
The solution: Your Voice Agent handles the entire loan lifecycle—payoff quotes, payment processing, transaction history, and maturity dates.
The result: Loans move faster. Customers feel supported. Your team closes more business.
Bank-Grade Infrastructure From Day One
Designed to work with your systems, not against them.
Core & Contact Center Integrations
Works with NICE CXone, Genesys Cloud, RingCentral, Symitar, Fiserv, Corelation, and more.
Dynamic Knowledge Ingestion
Our Voice Agent uses your website, docs, and PDFs as live sources to keep answers current and accurate.
Proactive Gap Detection
Our system flags content gaps so you’re always covered, without hunting through transcripts.
Real-Time Updates via Posh Portal
Change flows, edit responses, and add new knowledge instantly, no dev tickets required.
Powered by REALM™:
Responsible AI Built for Banking
Unlike rigid IVR systems that hard-code the "happy path," REALM™ is our governed orchestration layer that adapts to reality. Your AI follows your rules. Every time. No exceptions.
Compliance-First
All responses follow your guidelines, traceable, controllable, and audit-ready.
Compliance-First
All responses follow your guidelines, traceable, controllable, and audit-ready.
Knowledge-Driven
Built from your real content: rates, policies, FAQs, and more.
Knowledge-Driven
Built from your real content: rates, policies, FAQs, and more.
Agentic Execution
AI that interprets, adapts, and executes with context awareness and institutional memory.
Agentic Execution
AI that interprets, adapts, and executes with context awareness and institutional memory.
Frequently Asked Questions
How does the Posh Voice Assistant integrate with core banking and telephony systems?
Posh Voice Assistant connects directly to major core banking systems, including Symitar, Fiserv, Corelation, and Jack Henry, and integrates with contact center platforms like NICE CXone, Genesys Cloud, RingCentral, and Five9. This lets the AI pull live account data and complete real transactions, not just answer static FAQs.
Can an AI voice assistant eliminate the need for a traditional IVR menu?
Yes. Posh Voice Assistant replaces rigid, touch-tone IVR menus with a natural conversation. Instead of pressing 1 for account balance, customers simply say what they need and the AI understands intent, takes action, and routes complex calls with full context, without forcing callers back to a main menu.
Does Posh Voice Assistant support multiple languages?
Yes. Posh Voice Assistant supports multiple languages, including Spanish, allowing customers to be served in their preferred language fully automated without a human interpreter.
Can an AI phone agent handle calls 24/7 for community banks and credit unions?
Yes. Posh Voice Assistant resolves routine requests around the clock: balance checks, loan payments, transfers, card controls, without a human agent. Florida Credit Union resolved 91% of requests without a live agent, and Ion Bank uses the Voice Assistant alongside Digital Assistant for self-service and call reduction.