Posh

Posh is an AI-powered conversational platform designed specifically for banks and credit unions to modernize customer service across voice and digital channels. It enables financial institutions to automate routine inquiries, streamline support workflows, and provide always-on assistance while maintaining compliance and brand consistency. The platform’s primary purpose is to reduce call center load and improve customer experience through intelligent, context-aware interactions tailored to banking needs.

Posh offers virtual agents for phone, web, and mobile that can handle common tasks such as balance inquiries, card management, branch and ATM lookup, password resets, and basic transaction questions. Its natural language understanding is trained on financial services terminology, allowing it to interpret complex customer requests and route more complex issues to human agents with full context. The platform integrates with core banking systems, CRMs, and authentication tools so customers can complete secure, account-specific actions without leaving the automated experience. Posh also provides analytics dashboards, conversation insights, and configuration tools so institutions can refine intents, update workflows, and monitor performance over time.