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One AI Platform Built For
Efficiency
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Customers
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Financial Institutions
Operational Excellence
The first—and only—AI platform built for financial institutions by industry experts. Unlock the power of generative and conversational AI across your organization with a solution specifically designed for the complexities of the banking sector.
See It In Action
Trusted by 100+ Financial Institutions
AI Platform Built for Financial Institutions
Posh REALM™
REALM™ (Reasoning Engine leveraging AI & Language Models) is Posh’s proprietary AI engine, designed for financial institutions and built on patented technology. REALM™ combines client-defined rules with advanced AI to power intelligent conversations, handling tasks like information gathering, decision-making, and workflow automation. It ensures full control over choices and responses while maintaining auditability, compliance, and responsible AI use through precise LLM orchestration.
Configuration
Personalize bots to align with your institution’s identity. Choose from next-gen voices, add avatars, and select brand colors for a fully customizable experience. Ensure your AI interactions reflect your institution’s tone and values.
Trust
We prioritize data security, user privacy, and fairness. Our Responsible AI commitment includes stringent controls, guardrails, and regular audits to uphold ethical standards and deliver trusted AI solutions.
Insights
Access comprehensive performance metrics and detailed chat and call data in one centralized location. Leverage AI-driven tools to enhance performance and optimize user experiences, increasing value for your institution.
Integrations
Integrate effortlessly with existing banking systems, knowledge bases, telephony, and online platforms. These seamless integrations ensure faster deployment, enhanced interactions, and refined AI performance.
Posh Platform Features
One platform for all your conversational and generative AI needs.
Knowledge Explorer
This shared intelligence system stores and streamlines product management by ensuring that any change or update you make is instantly reflected across all of your AI assistants, integrating seamlessly with your knowledge sources to enhance efficiency and consistency.
No Code Management
Rapidly create and deploy topics, intents, and responses, and effortlessly design and update chatbot workflows and escalations.
Data API & Insights
Export data into your own tools to build dashboards and visualizations or use our out-of-the-box Posh Portal so you can explore user journeys, track AI performance, develop reports, and see ROI.
Risk Management
Posh’s security standards are built on a foundation of assessments, secure coding practices, risk assessments, penetration testing, and adherence to the latest regulatory and compliance standards.
Your Security at the Forefront
Posh’s security, privacy and compliance approach is based on a robust, resilient, and proactive strategy.
Trust Center
Keeping data secure and private
We ensure data safety through multi-layered security measures, including MDA, strict access controls, regular reviews, continuous monitoring, and secure network protocols.
Building secure systems
We ensure secure software by layering in security throughout all stages of the software lifecycle.
Staying prepared for threats
We routinely test our defenses and enhance our response plans to address any security threats through continuous monitoring, alerting and response.
Auditing
We maintain a complete audit of all calls and track who made changes and when.
Transparency
We offer clear explanations of why our AI made specific decisions and delivered particular responses.
Compliance
We adhere to all SOC2 Type II and CSA STAR Levels 1 and 2 compliance.
Check out Posh’s pre-built solutions to get up and running quickly
Voice Assistant
Field customer calls with automatic speech recognition to answer
questions about hundreds of topics, authenticate users, and gather insights from every customer interaction.
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Posh Answers
Transform your website search by turning it into an AI-powered help center and powerful growth tool. Posh Answers provides accurate, intuitive answers to customer questions and creates opportunities for audiences to discover products and services.
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Digital Assistant
A conversational AI assistant to answer questions, guide the customer experience, and seamlessly redirect to human agents when necessary.
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Knowledge Assistant
Answer any employee question in seconds in a simple, conversational interface, pulling from your knowledge base.
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Training Simulator
A powerful, all-in-one AI-powered training platform. Streamline onboarding, sharpen skills, and empower every employee from new hires to seasoned staff across branches, call centers, lending, collections, sales, and leadership.
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