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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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
“Our Help Desk receives hundreds of calls a day, many from members asking routine questions.  Having an AI assistant available to help field frequently asked questions just makes sense.  It not only puts answers at member’s fingertips, but also frees up representatives to assist with account related questions.”
Vanessa Hernandez
Chief Retail Delivery Officer, MIDFLORIDA Credit Union
“Nova, our website AI bot, has improved the member experience through faster response times and created a channel for members to receive service outside of traditional business hours. We look forward to the evolution of Nova’s ability to serve our members!”
Darren Herrmann
 COO, Financial Partners Credit Union

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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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.