Posh

Posh is an AI platform built specifically for the banking industry. It creates what it calls an 'operational AI layer' for financial institutions, using what are termed 'Agentic AI Agents' to handle tasks across customer service, employee support, and growth initiatives. These agents work across voice channels, digital platforms, and internal workflows, all governed by a system of 'Operating Procedures' that enforce company policy and ensure consistent, compliant responses.

The platform distinguishes itself through its banking-specific focus and its unified approach. Instead of separate tools for different functions, Posh provides one system that powers customer-facing voice assistants, digital chat support, employee knowledge bases, training simulations, and proactive outreach campaigns. The core technology combines large language models with structured banking procedures, allowing the AI to adapt to natural conversations while staying within strict compliance boundaries. Client results cited include significant reductions in call abandonment rates, substantial cost savings, and improved containment rates for customer inquiries.

This tool is designed for banks and credit unions looking to modernize their operations. Customer experience teams can use it to handle routine inquiries, while call centers benefit from AI that can manage initial customer interactions. Marketing and lending teams can leverage the outreach capabilities for growth campaigns, and human resources departments can use the simulator for employee training. The platform aims to let human employees focus on complex tasks while the AI handles repetitive work.