AI That Works Like a Banker. Performs Like a Team.

Your customers don’t care if it’s a bot, a rep, or a search box, they just want to get things done, fast. Imagine a model where answers are instant, actions are completed in real time, updates sync everywhere, and AI doesn’t just assist, it orchestrates.

The Posh AI Banking Platform unifies voice, chat, search, and internal knowledge so customers get faster service, employees get better support, and your institution gets stronger at every touchpoint.

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AI That Works Together.
So You Can Work Smarter.

Built for banks and credit unions from the start, Posh unifies every channel, every assistant, and every team, all powered by the same intelligent core.
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.

A single instrument plays a melody. Together, they make a symphony.

This is the magic of true orchestration, not patchwork. One platform. One knowledge base. One experience across all channels.

Customers ask a question on your website. They get the same answer they'd hear from your chatbot, call center, or branch staff.

Your team makes a policy change in the Posh Portal. It’s live everywhere - instantly.

Analytics from digital, voice, and internal search flow into one dashboard. No gaps. No duplication.

The result? Better outcomes. Fewer tickets. Faster updates. Happier people.

Why Leading Institutions Go All In With Posh

Smart banks don’t solve one problem, they solve them all together.

With Posh

Unified AI across phone, web, mobile & internal tools
One source of truth for customers and staff
24/7 automated service with secure AI
Seamless self-service for transactions, with fewer escalations
Instant updates and control through a no-code interface
Full platform visibility through the Posh Portal

Without Posh

Disconnected vendors and duplicate workflows
Conflicting answers and version control issues
After-hours gaps and agent overload
Long handle times and first-call failures
Change requests lost in tickets, business-day delays, and imprecise outcomes
Blind spots in customer and team behavior
“We partnered with Posh because their products are clear leaders in the conversational AI space. The implementation experience exceeded expectations — their team provided thoughtful guidance at every stage. We’re excited to leverage the platform’s insights and evolve our approach to better serve our members.”
Joseph Brazgel
CIO, Educators Credit Union
“We chose Posh because they felt like a true extension of our team. From day one, the sales process was transparent, collaborative, and educational. As Posh continues to grow and innovate, we’re confident we’ve found a partner committed to delivering the best possible experience for our customers. Their expertise and alignment made the decision easy.”
Joshua Nash
SVP/Director of Information Technology, Camden National Bank
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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.

Core Banking Systems

And more

Contact Center Platforms

And more

Online & Mobile Banking Providers

And more

Knowledge sources

And more

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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Power Every Channel With One AI Brain

Your customers don’t care if they’re talking to a bot, a rep, or a search box. They just want the right answer, right now.

With Posh, every channel is connected. Every update is synchronized. Every interaction gets better. It’s not just smarter support. It’s a new standard for how service works.