Proactive AI Agents That Start the Right Conversation Before the Moment Passes
Posh Outreach enables banks and credit unions to automatically start real, two-way conversations across voice, SMS, email, push, and personalized microsites, right when it matters most.
Increase conversion. Retain deposits. Eliminate manual follow-up.
See Outreach in action
Outreach in banking has always broken down at the moment it matters most.
Your data already knows when to act. What's been missing is a system that does.
Why proactive outreach finally works
This isn’t just better campaigns, it’s a new system of execution.
- Real-time triggers from your core and CRM
- AI agents that can actually hold conversations, not follow scripts
- Cross-channel orchestration in a single flow
- Built-in compliance controls for regulated outreach
What used to require teams, tools, and timing… now happens automatically.
Revenue-driving campaigns
built for banking
Indirect Loan Onboarding
CD Maturity & Deposit Retention
Loan Pipeline Follow-Up
Pre-Approved Offer Conversion
One conversation. Every channel. Fully orchestrated.
AI Voice Agent
Composable Campaigns
Smart Gates & Real-Time Execution
Seamless Escalation
From concept to campaign in minutes
Upload Your Contacts
Build Your Cadence
Launch & Optimize
Built for regulated outreach from day one
Every Posh Outreach campaign runs on Posh's Operating Procedures framework combining large language model intelligence with the compliance controls that financial services demands. Built around the realities of CFPB, TCPA, FDCPA / Reg F, and NCUA expectations.
- Two-party recording notices built into every call
- Customizable dialing windows and blackout dates
- Complete audit logs and call transcripts
- Enterprise-grade data retention controls
- Built-in QA self-reflection after every interaction
Frequently Asked Questions
What outbound use cases does Posh Outreach support?
Posh Outreach handles proactive AI-driven campaigns including indirect loan onboarding, CD maturity and deposit retention, incomplete loan application follow-up, and pre-approved offer conversion. Each campaign runs across voice, SMS, email, push notifications, and personalized microsites, triggered automatically from your core system or CRM.
What channels does Posh Outreach use to reach customers?
Posh Outreach reaches customers across voice, text (SMS), email, and push notifications. Campaigns can also link to personalized microsites, allowing customers to take action, like completing a loan application or confirming a promise-to-pay, directly from the outreach.
How does Posh Outreach handle compliance for outbound communications at banks and credit unions?
Posh Outreach is built around CFPB, TCPA, FDCPA/Reg F, and NCUA requirements. Every campaign includes two-party recording notices, customizable dialing windows and blackout dates, complete audit logs and call transcripts, DNC list management, and built-in QA self-reflection after every interaction.
How does Posh Outreach differ from a traditional robocall or batch email campaign?
Traditional outreach is one-way and can't adapt. Posh Outreach deploys AI voice agents that hold real, two-way conversations: they respond, adapt, send SMS links mid-call, trigger follow-up emails, and update your systems before the call ends. It replaces static campaigns with agentic AI that acts in real time.