Digital Assistant

Empowering Banking Conversations with Posh’s Digital Assistant

How long does it take your customers to complete key banking tasks or find answers online? Too long. Posh’s Digital Assistant solves that. Built specifically for financial institutions, our AI chatbot delivers seamless customer support by answering routine questions, resolving requests, and handing off to human agents when needed.

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Customers Ask. Your Chatbot Delivers.

Digital banking success depends on fast, reliable self-service. If you want to streamline operations, boost satisfaction, and ensure every question gets answered, you need a conversational AI chatbot built for the banking world. Posh’s Digital Assistant uses natural language understanding to deliver always-on support, reduce call volume, and create more efficient digital experiences.

Here’s how it works:

Customers Ask Questions. They launch your Digital Assistant via your website or app and ask things like:
a. “How do I open an account?”
b. “Are you open on Labor Day?”
c. “Where is your closest branch?”

Digital Assistant Responds. Our AI chatbot provides real-time, accurate answers or directs them to human support if needed.

Conversations Continue Seamlessly. If escalation is necessary, the chat transcript and context transfer with the customer.

Your Team Gains Intelligence. Every interaction is stored in Posh Portal, giving your team visibility into customer behavior, top questions, and escalation patterns — fueling smarter service design, optimized flows, and continuous improvement.

Bring Banking Services to Life with Intelligent AI Chat

Today’s customers want more than static FAQs — they want personalized, real-time support. That’s why Posh’s Digital Assistant delivers dynamic, human-like experiences across your digital channels.

24/7 Availability Anywhere

Deploy on your site or within mobile and online banking platforms to provide support anytime, anywhere.

Routine Task Handling

Answer hundreds of common banking questions to reduce agent workload and improve response speed.

Personalized Conversations

Customize flows, tone, and even media to match your brand and guide users to fast resolutions.

Actionable Insights

Capture intent, escalation trends, and interaction data to continuously improve support with Posh Portal analytics.

Fast, Tailored Setup

Feed the bot your website, docs, and tone, while our Scripted Response Generator handles the rest. Add Generative AI for more natural language and customization.

Proven Results with AI Chatbots in Banking

Our customers have seen measurable impact with Digital Assistant:

Customer Conversation Volume and Efficiency
  • Contain over 65% of your customer conversations.
  • Handle millions of chats without a customer service agent.
Time and Cost Savings
  • Save thousands of hours and dollars.
Always-On Coverage
  • Handle 100% of after-hours chats.
  • Scale support without adding headcount.

Digital Assistant Use Cases

AI chatbots transform every aspect of digital banking, from task completion to customer insight.

Boost Efficiency with Automation

Shrink wait times and get instant responses with a chatbot that supports customers and feeds insights to your team.

Enhance Every Interaction

Handle questions like hours, fees, and application steps in real time. Let your live agents focus on complex, high-value needs.

Fuel Revenue Growth

Unlock new customer journeys by linking directly to key pages, product info, or applications, right from the chat window.

Swift Implementation, Built to Fit

We offer a flexible 12-week implementation process that fits your systems, timelines, and goals.

1

Planning

We learn how your institution works and what website, online and mobile banking platforms or APIs may already be in place.
2

Integration Strategy

Our team collaborates with yours and your vendors to configure your chatbot effectively.
3

QA & Testing

We review bot behavior, response quality, and functionality across channels.
4

Security Review

From penetration testing to SOC 2 compliance, we support your review process end to end.
5

Go Live!

With over 200 successful deployments, our team ensures a smooth launch and clear communication.
6

Ongoing Partnership

Our “Partnership for Life” model means you get continuous product improvements, insights, and dedicated support long after launch.

What Our Banking Clients Say

Posh was a no brainer! They have been an awesome partner to work with. Luna is now available to assist members 24/7, giving our members exceptional, fast, and convenient service around the clock.

The system is incredibly easy to use. Without having to hire additional people, we serve our members faster and at all hours. Our self-service solutions have been more successful as our members now have a guide to take them step-by-step through what they want to do.

[Conversational AI] is very helpful. We kind of tongue in cheek say that Ava is our newest employee for the contact center. And I absolutely, 100% would recommend anybody who is thinking about adding AI to definitely do it.

Interactive Demo

Transform Customer Engagement with AI Chatbots for Banking