Posh

Posh is an AI-powered customer support tool built for banking that provides agentic AI solutions for customer service, self-service, and employee productivity. It offers voice and digital assistants, knowledge management, and proactive outreach.

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At a glance

Pricing

Likely Not Free

Free tier

API

Skill level

Mixed

About

What is Posh?

Posh is an operational AI layer specifically designed for financial institutions, offering a unified platform to enhance customer experience and employee productivity. It provides AI solutions for contact centers, customer self-service, and digital support, ensuring consistent and intuitive assistance across voice, chat, and search channels. Key products include a 24/7 Voice Assistant and Digital Assistant for customer-facing interactions, Posh Answers for AI-powered website search, and Posh Outreach for proactive customer engagement. For employees, Posh offers a Simulator for training, a Knowledge Assistant for quick information access, and CoachQA to evaluate conversations for compliance and performance. The platform is built on 'Operating Procedures' that combine LLM intelligence with precise control, ensuring policy-aligned, safe, and accurate AI interactions.

Best used for

Ideal for financial institutions and banks who need to automate customer support across voice and digital channels, improve employee training with AI simulations, and ensure compliance in customer interactions. Especially valuable for organizations seeking to deliver consistent, policy-aligned AI-driven service and boost operational efficiency.

Common actions

automate customer service

enhance employee productivity

manage customer interactions

train employees with AI

ensure compliance

Capabilities

Key features

AI Voice Assistant
AI Digital Assistant
AI Customer Self-Service
Employee Knowledge Assistant
AI Training Simulator
Conversation Evaluation (CoachQA)
Proactive AI Agents (Outreach)

Target Audience

accountantproduct managerstartup founder

Integrations

Not yet documented

Pricing & Plans

Likely Not Free

Not publicly disclosed. Check posh.ai for current pricing.

FAQs

What kind of financial institutions can benefit from Posh AI?

Posh AI is designed for both banks and credit unions, offering tailored solutions to empower employees and enhance customer/member experiences. It supports various roles and teams within these institutions, including customer experience, IT, digital experience, call centers, and human resources.

How does Posh ensure AI interactions are safe and compliant?

Posh utilizes 'Operating Procedures' which are reasoning frameworks that enforce policies, maintain control, and ensure every AI response is safe, accurate, and consistent. This system combines the intelligence of LLMs with the precision of code to adapt in real-time while adhering to institutional guidelines.

Can Posh AI integrate with existing banking systems?

Yes, Posh is built to integrate seamlessly into existing solutions. The platform is described as an operational AI layer for financial institutions, designed to work with your current infrastructure to provide a unified, governed agentic platform.

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AI Chatbots Voice & Call Center Email & Chat Support Customer Feedback Community Management Customer Success

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