One AI Platform Built For

Efficiency

Growth

Productivity

Customers

Employees

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
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Hudson Valley Credit Union
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AI Platform Built for Financial Institutions

Posh Platform is AI for Banking

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
Security

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.

Privacy

Building secure systems

We ensure secure software by layering in security throughout all stages of the software lifecycle.

Compliance

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.