The AI Platform Built to Grow Banks
Whether you’re focused on scaling business services, modernizing your call center, or winning digital-first customers, Posh AI helps banks move faster without compromising compliance, control, or service quality. Built for growth, engineered for governance, and trusted by forward-thinking banks nationwide.
Real Results, Proven in Banks Like Yours
4x
reduction in employee churn
93%
less time searching for answers
100%
compliance-ready
92%
decrease in answer times
Built for Today’s Banking Leaders
You’re leading a bank through digital change, margin pressure, and rising expectations. Posh helps you do more, with less friction, fewer handoffs, and better outcomes that drive growth.
What we help you solve
Faster Growth
Deepen relationships, improve satisfaction, and unlock new opportunities to engage and retain your customers.
Operational Efficiency
Reduce manual work, unify knowledge, and deliver consistent service to more customers without scaling your team.
Compliance Confidence
Be audit-ready at all times with full traceability and built-in governance.
Employee Enablement
Equip every team member with AI-powered tools that increase accuracy, ensure consistent service, and reduce ramp time.
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Grow with AI, One Confident Step at a Time
Start small. Prove impact. Scale with confidence. Most banks we work with follow a proven approach to AI, ensuring early wins, building internal buy-in, and driving long-term transformation.
Crawl
STEP 1
Quick Internal Wins
Start with low-risk, high-impact tools like:
- Knowledge Assistant to cut search time and reduce SME dependency
- Simulator to streamline onboarding and build employee confidence
- CoachQA to score interactions, surface coaching moments, and protect service standards across a remote workforce
Walk
STEP 2
Customer-Facing Expansion
Bring AI into external channels with:
- Digital Assistants and Posh Answers to increase self-service, improve consistency, and reduce frontline volume
- Posh Translate to serve customers in their own language across chat and branch, without adding multilingual headcount
Run
STEP 3
Voice & Workforce Redesign
Scale to high-impact channels:
- Use Voice Assistants to handle 24/7 calls, replace legacy phone banking, and free up staff for high-value work
- Posh Outreach to turn the voice channel outbound, converting pre-approved offers, CD maturities, and onboarding at scale
Every step is supported by Posh’s unified AI platform, purpose-built for banks, and designed to grow with you.
One Platform,
Eight Powerful Products
All connected through REALM™, our orchestration layer built specifically for banking-grade security, compliance, and knowledge management.
KNOWLEDGE ASSISTANT
Put every policy, procedure, and document at your team’s fingertips
Fast, accurate answers, customized by role, department, or channel.
- Tailored responses for frontline, back-office, and leadership
- Connects with your documents, SharePoint, and more
- Complete audit logs and version control
- Search time cut from hours to seconds
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POSH SIMULATOR
AI-powered onboarding and upskilling
Train employees with personalized, real-world scenarios, on their schedule.
- Role-specific training paths
- Tracks progress, competency, and confidence
- Speeds up onboarding without sacrificing quality
- Reinforces knowledge retention over time
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DIGITAL ASSISTANT
Self-service that actually satisfies
Deploy intelligent chat across your website, mobile app, or digital banking.
- Seamless escalation to human agents
- Authentication-ready for secure interactions
- Collects insights that improve customer experience and operations
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VOICE ASSISTANT
Modernize your call center without rebuilding it
Answer, resolve, and route calls with natural, conversational AI that connects seamlessly to your core systems.
- Handles high-volume inquiries with ease
- Integrates with your core to deliver real-time banking answers and personalized service
- Intelligently routes complex calls to human support
POSH ANSWERS
Turn your website into a conversion engine
Answer visitor questions in real-time, guide them to action, and reduce bounce rates.
- Surfaces live content from your website and knowledge base
- Increases application completions and lead captures
- Personalized experiences that feel human, not canned
POSH OUTREACH
Reach Customers First. Turn Missed Moments Into Measurable Growth.
- Proactive AI agents that initiate real conversations, not robocalls, not scripts
- Deployed across voice, SMS, email, push, and personalized microsites
- Every campaign triggered in real time from the systems you already run
- Built-in compliance controls designed for financial services
POSH COACHQA
Turn every conversation into a coaching opportunity
Evaluate 100% of calls and chats against your SOPs, surface compliance gaps, and improve team performance.
- Deep analysis of substance and style, not just keywords
- Surfaces fraud attempts, missed revenue, and escalation patterns
- Audit-ready insights grounded in your actual procedures
POSH TRANSLATE
Speak every customers language, the moment they walk in or call
Live spoken interpretation, built for the conversations that matter most.
- Real-time voice interpretation across 100+ languages
- Works on inbound calls, outbound calls, and in-branch
- Full transcripts and audit logs for every conversation
- No scheduling, no third-party interpreter delays
KNOWLEDGE ASSISTANT
Put every policy, procedure, and document at your team’s fingertips
Fast, accurate answers, customized by role, department, or channel.
- Tailored responses for frontline, back-office, and leadership
- Connects with your documents, SharePoint, and more
- Complete audit logs and version control
- Search time cut from hours to seconds
POSH SIMULATOR
AI-powered onboarding and upskilling
Train employees with personalized, real-world scenarios, on their schedule.
- Role-specific training paths
- Tracks progress, competency, and confidence
- Speeds up onboarding without sacrificing quality
- Reinforces knowledge retention over time
DIGITAL ASSISTANT
Self-service that actually satisfies
Deploy intelligent chat across your website, mobile app, or digital banking.
- Seamless escalation to human agents
- Authentication-ready for secure interactions
- Collects insights that improve customer experience and operations
VOICE ASSISTANT
Modernize your call center without rebuilding it
Answer, resolve, and route calls with natural, conversational AI that connects seamlessly to your core systems.
- Handles high-volume inquiries with ease
- Integrates with your core to deliver real-time banking answers and personalized service
- Intelligently routes complex calls to human support
POSH ANSWERS
Turn your website into a conversion engine
Answer visitor questions in real-time, guide them to action, and reduce bounce rates.
- Surfaces live content from your website and knowledge base
- Increases application completions and lead captures
- Personalized experiences that feel human, not canned
POSH OUTREACH
Reach Customers First. Turn Missed Moments Into Measurable Growth.
- Proactive AI agents that initiate real conversations, not robocalls, not scripts
- Deployed across voice, SMS, email, push, and personalized microsites
- Every campaign triggered in real time from the systems you already run
- Built-in compliance controls designed for financial services
POSH COACHQA
Turn every conversation into a coaching opportunity
Evaluate 100% of calls and chats against your SOPs, surface compliance gaps, and improve team performance.
- Deep analysis of substance and style, not just keywords
- Surfaces fraud attempts, missed revenue, and escalation patterns
- Audit-ready insights grounded in your actual procedures
POSH TRANSLATE
Speak every customers language, the moment they walk in or call
Live spoken interpretation, built for the conversations that matter most.
- Real-time voice interpretation across 100+ languages
- Works on inbound calls, outbound calls, and in-branch
- Full transcripts and audit logs for every conversation
- No scheduling, no third-party interpreter delays
Why Banks Choose Posh AI
Strategic value from day one. Measurable impact over time.
Enterprise-Grade Results
Faster resolutions, Faster onboarding
Unified Knowledge, Everywhere
Instant answers across digital, voice, and internal teams
Fast, Flexible Integrations
Launch in 8–10 weeks without core overhauls
Insights That Drive Action
Capture intent, improve service, and grow accounts
Used by 100+ Financial Institutions
And trusted by their leaders:
Trust & Security
Built for banks. Trusted by banks. Security, privacy, and compliance are foundational to everything we build. The Posh Trust Center provides full transparency into our certifications, infrastructure, and responsible AI practices.
Compliance & Certifications
- SOC 2 Type II
- SOC 3
- CSA STAR
- AI Trustworthy Pledge
Product & Infrastructure Security
- Role-based access control and audit logging
- Encryption at rest and in transit
- Secure integrations and continuous monitoring
- Incident response, DR/BCP, and endpoint protection
Responsible AI
- Model oversight and third-party diligence
- Responsible AI policy and statement
- Subprocessor transparency (e.g., Google, OpenAI, Twilio, Salesforce)
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Ready to See the Impact?
AI in banking isn’t a future vision, it’s happening now.
With Posh, you can start seeing results in weeks, not years.
Schedule your demo