Posh.ai: Transforming Financial Institutions with Conversational AI

Posh.ai is a purpose-built AI platform designed specifically for banks and credit unions, developed by financial and AI experts to enhance both customer and employee experiences across voice, chat, and search channels. With its proprietary REALM™ reasoning engine and RAG-based knowledge search, Posh.ai delivers intelligent, secure, and compliant AI solutions that reduce agent workload, accelerate onboarding, and improve response accuracy. The platform’s no-code Posh Portal enables seamless management and configuration of AI assistants, while its suite of products—including Voice Assistant, Digital Assistant, Posh Answers, Knowledge Assistant, and AI Training Simulator—supports end-to-end automation in contact centers and digital support systems. Trusted by over 200 deployments and more than 100 financial institutions, Posh.ai ensures enterprise-grade security with SOC2 Type II and CSA STAR Level 1 & 2 certifications, plus full transparency via its Trust Center. It’s a powerful, ethical, and resilient AI solution that drives efficiency, reduces costs, and empowers financial organizations with smarter, faster, and more reliable digital interactions.

Key Features:

• REALM™ AI Engine: A proprietary, LLM-native reasoning engine optimized for banking use cases.
• Voice Assistant: AI-powered voice support for customer service and self-service interactions.
• Digital Assistant: Conversational AI for chat and digital channels, enabling 24/7 customer engagement.
• Posh Answers: AI-driven website search transformation into an intelligent help center.
• Knowledge Assistant: Employee-facing AI tool that reduces search time by 93% and speeds up onboarding by 65%.
• Training Simulator: AI-powered role-playing environment for realistic employee training scenarios.
• Posh Portal: Leading no-code management portal for unified control of AI assistants across voice, chat, and search.
• RAG-Based Knowledge Search: Foundation for accurate, context-aware responses using internal knowledge bases.
• Custom Behaviors: Configurable AI logic without coding, based on conversation topics or user attributes.
• Knowledge Studio: Centralized hub to update knowledge that syncs instantly across all AI assistants.
• Unified Analytics: Transparent insights across chat, voice, and search transcripts for performance tracking.
• Seamless Integrations: Works effortlessly with core banking systems, phone platforms, and chat solutions.
• Enterprise Security & Compliance: SOC2 Type II and CSA STAR Level 1 & 2 certified; includes MFA, access control, monitoring, and audit trails.
• Trust at Posh Initiative: Commitment to ethical, responsible, and proactive AI deployment in regulated environments.
• Client Stories & Resources Hub: Access to success stories, webinars, blogs, infographics, and downloadable guides.
• Demo Request & Events: Offers interactive demos and educational webinars on AI in banking.

Pricing: Posh.ai operates on a subscription model, offering flexible plans tailored to financial institutions with a strong emphasis on enterprise-grade value and scalability.

Conclusion: Posh.ai is a trusted, secure, and highly effective AI platform for financial institutions, combining deep industry expertise with advanced no-code tools to deliver smarter, faster, and more reliable customer and employee experiences across every digital touchpoint.