Blog

AI-Powered Search: The Key to Modern Banking

Transform your search experience with AI-powered search tools. Discover how Posh helps you deliver fast, relevant and secure search functionality.

Innovation With Integrity: Disruption, Reactive Markets and AI Strategy

The key to surviving and thriving in this technological revolution isn’t just about innovation — it’s about responsible innovation that builds long-term trust while navigating market pressures.

Seize the Moment: Why AI Adoption Can’t Wait in Banking

AI is no longer optional; it’s essential for survival in the fast-changing financial landscape.

Balancing Innovation and Compliance: How To Innovate Responsibly with AI

Balancing innovation with compliance is crucial for financial institutions. Discover insights from industry experts on how AI can help FIs innovate while staying compliant.

Future-Proof Your Financial Institution by Investing in AI

The conversation around artificial intelligence has evolved, and for financial institutions, it’s no longer a question of “if” but “when” and “how” to invest in AI. 

Embrace the Future: Achieving AI Readiness

Ensure your financial institution is AI-ready. Learn how to assess, implement and future-proof your AI initiatives with Posh.

How the “Time is Money” Initiative Impacts Financial Institutions

Recently, the White House dropped the Time is Money initiative. Learn how it affects financial institutions big and small—and how AI will keep you at the forefront of personalized customer experiences.

Don't Wait to Innovate: Rodney Hood on the Risks of Delaying AI Adoption

Join former NCUA chairman Rodney Hood for a look at why and how financial institutions should adopt AI as soon as possible.

Simplify AI Management With the Posh Portal

Simplify AI management with the Posh Portal, your all-in-one platform for streamlined implementation, intelligence, and effortless management.

Why Voice Technology Is Essential for the Future of Banking

Voice technology is essential for the future of banking, enabling more flexible, accessible experiences. Here’s how to leverage it effectively in your call center.

To Build or To Buy an AI Solution

Building a custom generative AI solution is tempting but complex. Rapidly evolving tech, high costs, and the need for expertise make it challenging. Partnering with Posh ensures responsible AI, innovation, and ROI.

AI and Knowledge Management: Elevating Efficiency and Customer Satisfaction

Discover how AI and knowledge management systems work together to streamline operational efficiency at your financial institution.

Integrating Conversational AI and IVR To Elevate the Customer Experience

Discover how integrating conversational AI into IVR can revolutionize your FI contact center by reducing volume and increasing customer satisfaction.

Driving Success Together: Posh's Consultative Approach to AI Adoption

Adopting AI fosters value-driven experiences for customers and employees. Partners should be innovative, reputable, and provide ongoing guidance.

The C-Suite’s Guide to AI in Financial Institutions

Unlock the potential of AI with our C-Suite Guide. From exploring its applications to assessing readiness and finding the right partner, gain crucial insights and practical advice.

Meet Daniel Bulli, Director of Engineering at Posh

Introducing Posh's newest Director of Engineering! Daniel Bulli leads the charge in revolutionizing customer service for financial institutions through innovative AI solutions.

How Natural Sounding AI Enhances Personalization in Banking

We've launched new features that leverage generative AI in exciting ways that create new personalized experiences aligned to your brand and allow you to deploy solutions more efficiently.

Goodbye, AI Agent Assist. Hello, Next-Gen Knowledge Assistant!

Unlock the power of Knowledge Assistant, a single source of truth for employee questions, and why it’s better than AI agent assist tools.

The Hidden Costs of Convenience: Choosing an AI Platform That Grows With You

Choosing an AI partner can be difficult in today’s current landscape. Ensuring that you go live with a full set of engagements either digitally or by voice is critical.

The Future of Financial Cybersecurity: Protecting Consumer Data in the Age of AI

We’ll take a look at the state of cybersecurity for FIs leveraging AI, diving into the challenges they face, best practices and key features to look for in an AI provider.

How to Build a Business Case for AI

FIs using AI to solve business challenges will excel. Let’s look at what’s holding back your execs from AI implementation and how you can successfully talk about AI.

How AI Helps You Improve Contact Center Agent Satisfaction

AI not only helps you improve customer experiences, but it empowers your call center agents and improves satisfaction.

A Buyer’s Guide to Chatbots in Banking

Explore the transformative role of chatbots in banking and discover key questions to consider before you buy.

4 Tips for Successful Change Management in AI Implementation

Inspire your team to embrace new technology with effective leadership strategies. Discover tips on creating processes and coaching for smooth adoption.

Implementing AI during Your Telephony Move to the Cloud

Don't compromise moving to the cloud and adding conversational AI to your telephony systems. With Posh on your side, you can do both.

Unlocking the Synergies of Internal and External AI in Banking

Discover how AI solutions can help your financial institution unlock greater efficiencies, from customer-facing chatbots to internal knowledge assistants.

How To Leverage AI in Lending

Take an inside look at AI in lending: where it’s been, where it’s going and how to leverage each development confidently and efficiently.

Elevate Your Banking Workflows With AI for Productivity

Looking to leverage the revolutionary power of AI in banking? Here’s everything you need to know about using AI for productivity in your call centers.

Unlocking the Potential of Generative AI for Financial Institutions

The recent advances in AI over the last year have changed expectations. A healthy adoption of generative AI in the banking industry creates more purposeful, value-driven experiences.

10 Questions to Ask an AI Provider

Looking for an AI company to help power your bank’s future? Discover the 10 questions that will tell you everything you need to know about an AI partner.

Harness the Power of AI for Call Centers

Discover the impact of AI for call centers: Enhance customer experiences, optimize call routing and benefit from real-time response suggestions.

5 Biggest AI Trends for Banking in 2024

Get ready for the new year with insights into key AI trends in banking. Together, we’ll explore what's shaping the future of technology.

Balancing Budgets in 2024

If you’re looking to cut overdraft fees and are feeling the pressure from budget constraints while also still looking for ways to stay competitive against big banks, AI can help you stay budget-neutral and budget-positive in 2024.

2023 Year in Review

2023 was a remarkable year of growth and success in the AI industry and at Posh AI, where our partners and clients enhanced customer experiences and operational efficiency through AI adoption.

A Lookback on AI Through the Years

AI has the potential to follow a similar pattern as other major technology shifts. In order to best see what may be yet to come, it’s important to look back and see how AI has evolved thus far.

How Posh Secures Critical Documentation in Knowledge Assistant

To maintain security of critical documentation, financial institutions need to partner with companies that keep cybersecurity practices in tandem with AI practices top of mind.

AI Executive Order: Insights and Takeaways for Financial Services

Thinking specifically about the impact on the financial sector, we have noticed a few key takeaways that leaders at financial institutions should pay close attention to.

3 Fundamental Practices of Responsible AI

We discuss how the future of AI in banking and beyond depends on the actions of AI engineers, policy-makers, and similar leaders to ensure a safe, responsible coexistence with AI.

How to Attract Younger Customers to Your Financial Institution

A focus on attracting and retaining Millennial and Gen Z customers will set financial institutions up for growth and success—but they'll have to get creative and harness technology to do it.

Generative Al and Large Language Models: Applications Shaping the Banking Industry

Explore the transformative power of generative AI and large language models (LLMs) in the banking industry.

How Posh Mitigates Risk for Our Banking Partners

Discover how Posh is addressing some of the most common risks in AI solutions to protect and secure our banking partners.

Navigating the AI Seas: How Community Banks Can Stay Competitive

Learn how community banks can overcome resource constraints, make informed decisions, and leverage a purpose-built AI partners to compete with larger banks in the rapidly evolving AI-driven banking landscape.

Beyond Keywords: Searching for Information Using Generative AI

Explore the potential of generative AI in financial services. Discover how they differ from traditional keyword-based search engines.

Chatting AI with Rishi Sharma

A candid conversation with our Senior Director of AI, Rishi Sharma.

From Frontline Worker to Posh Sales Team

Follow Eric's Journey from a six year tenure in the banking industry to AI, and how he is helping to address the challenges he used to face.

Overcoming Barriers to Entry: AI for Community Banking

AI is completely transforming the banking industry in many ways - here's what we know.

Employee Spotlight: Calvin Chen

Meet Employee Spotlight: Calvin Chen; Senior Director, Revenue Operations at Posh!

Why Financial Institutions Need to Prioritize Risk Mitigation when Choosing an AI Partner 

Early-stage commercialization of ChatGPT and LLMs poses challenges.

Streamlining Frontline Operations Through the Power of AI

By harnessing the power of AI, FIs can improve systems and streamline processes, making knowledge more accessible, allowing staff to service customers efficiently and effectively the first time.

Chatbots: What They Can and Can’t Do

Chatbots are everywhere. They are the mascot for conversational AI for a good reason.

Happy 5th Birthday, Posh!

Celebrating Posh and all of our accomplishments as we hit 5 years!

Addressing Common Misconceptions about Fintech for Small Banking

As it stands, there are approximately 130+ million individuals who bank with credit unions. It is our goal to empower credit unions to reach every single one of those members. 

Why Every Financial Institution Needs 24/7 Service 

For banks and financial institutions, not being able to meet customers where they are, at the times that they need it, can be a huge hindrance to customer retention and overall sentiment. 

Automated vs Live Chats: What will the Future of Customer Service Look Like?

At Posh, we’ve leveraged Conversational AI to transform customer service, starting at financial institutions. We work with dozens of banks and credit unions to automate their customer interactions 24/7, enhancing their overall customer experience while saving their contact centers time and money.

Conversational AI IVR

The addition of conversational AI IVR helps to reduce call center volume and increases customer satisfaction, saving your organization time and money. 

Voices of Posh: Celia Chen, Ph.D., Staff Software Engineer, Tech Lead

Meet Celia Chen and learn about her time here at Posh!

Posh’s Partnership for Life

Partnership for Life Promise: a commitment and collaboration that goes beyond the generic requirement of customer service.

Employee Spotlight: Katie Krajovic; Research Scientist II

A.I. and ChatGPT

Being purpose-driven ensures we remain dedicated to solving the specific issues raised to us by our CU and financial industry partners.

ChatGPT for Credit Unions: Promises and Pitfalls of Large Language Models

Thank you for joining our webinar discussing ChatGPT for Credit Unions: Promises and Pitfalls of Large Language Models (LLMs)!

How Posh is Empowering Credit Unions to Boost Member Engagement with Conversational AI

Conversational AI is the present and the future, and can no longer be ignored. Learn more about how Posh is empowering credit unions to understand the value of AI for their members.

What Do Our Clients Say About ChatGPT?

Dave Bergstein, the Director of Product at Posh, discusses ChatGPT and Posh.

Employee Spotlight: Matt McEachern, Co-founder and CTO

A Year in Review: Posh 2022

From CUSO funding, to the inaugural offsite, Posh has been busy making moves and changing the game.

Posh's Inaugural Offsite

Take a trip to Scottsdale, AZ with us as we recap the first-ever Posh Offsite!

Helpful Banking Moments: Posh's North Star Metric to Define Conversational AI Success

Introducing Helpful Banking Moments, a brand new metric we’ve developed to determine if our AI is doing right by the party that matters most: the end user.

Support for Equitable Healthcare

A statement from Posh Technologies.

When Is the Right Time for Conversational AI?

And how do you know which vendor is the best for your financial institution?

Happy Birthday, Posh!

On this fourth birthday, we celebrate where we’ve been and where we’re going.

Voices of Posh

Hear what Poshies have to say about working at Posh!

Meet Tom Breese, Principal Software Engineer at Posh

“I wasn’t thinking so much about the titles I wanted. I just wanted to do what I enjoy and I’m not as interested in being in the rat race. It comes down to doing what I enjoy”

Posh Secures $27.5 M in Series A Funding

Funding to Drive Accelerated Growth of its Conversational AI Platform for the Financial Industry Through Increased Product R&D and Expanded Recruitment and Hiring Initiatives

Posh Technologies and Illuma Honored with NACUSO “Next Big Idea” Competition Award

Voice authentication and conversational AI/IVR integration awarded first prize at “Shark Tank” style event

Meet Kathy Sianis, Senior Director of Client Success and Strategy at Posh

Kathy lives in a world of adventure, compassion and doing things because she can. 

Evolution of Chatbots

Given how technologically advanced chatbots have become, many of us perceive them as a contemporary concept. However, these digital helpers have been around for more than half a century!

Are CSRF Tokens Necessary?

CSRF, which stands for Cross-Site Request Forgery, is a common attack vector for vulnerable web applications with potentially catastrophic consequences.

AI Academy: Intro to AI and Machine Learning

Welcome to Posh’s AI Academy Series!

AI Academy: Introduction to Natural Language Processing

Welcome back to Posh’s AI Academy series.

Employee Spotlight: Michelle Fullwood, Principal Research Scientist

Part 2 of 3 of the Meet Posh’s NLP team series. Even though I’ve lived in the Northeast for the past decade and a half, Michelle Fullwood — Principal Research Scientist at Posh — spots a tell-tale vowel pattern in my accent that tells her I grew up outside the region.

All Things Interactive Voice Response

Have you ever had to navigate through a series of options through the touchpad of your phone?

Meet Chelsea Albers

How Posh’s first sales hire went from playing over the net to selling software on the cloud.

Meet Rajesh Kuni

How the power of free study transformed a shy aspiring writer into Posh’s biggest cultural cheerleader.

Banking Bot: 4 Reasons Every Financial Institution Needs One

What is a banking bot? Basically, imagine Siri but for banking. We say “Hey Siri” and get our answers within a few seconds.

Meet Yuyu Li

How a Software Engineer leapt out of her comfort zone and landed at Posh.

Credit Union National Association

CUSOs keep innovation moving

Conversational IVR: What is it and why is it awesome?

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