Posh

Posh AI provides a unified suite of conversational AI assistants designed specifically for financial institutions. We solve the dual challenge of meeting modern customer expectations for 24/7 self-service while empowering your frontline staff with instant, accurate information. Our platform is built from the ground up to handle the unique language, security, and operational needs of the banking industry.

Key Features

📞 Automate Voice Support 24/7 Our Voice Assistant acts as an AI-powered banking concierge over the phone. It authenticates callers, answers frequently asked questions, processes transactions like fund transfers, and intelligently routes complex issues to the right agent. This frees up your team to focus on high-value, relationship-building interactions.

💬 Enhance Digital Self-Service The Digital Assistant provides immediate, consistent support across your website and mobile app. Trained on hundreds of banking-specific topics from day one, it guides users through their digital journey, resolves common inquiries, and ensures a responsive experience without frustrating wait times.

🧠 Empower Staff with Instant Knowledge The Knowledge Assistant puts your entire institutional knowledge base at your team's fingertips. It dramatically reduces internal search time—by up to 93%—by providing frontline staff with fast, verified answers to procedural and product questions, streamlining workflows and accelerating new employee onboarding.

📊 Unify Control with a Single Dashboard Manage, configure, and analyze all your AI assistants from the Posh Portal. This central hub gives you complete control to ingest new knowledge, customize conversational flows, and gain valuable insights from customer interactions, all through a user-friendly, no-code interface.

Use Cases

• Reduce After-Hours Call Volume: A customer needs to check their account balance and transfer funds at 10 PM on a Sunday. Instead of waiting for business hours, they call your main line and the Posh Voice Assistant securely authenticates them and completes the transaction, improving customer satisfaction and reducing Monday morning call surges.

• Accelerate Employee Proficiency: A new teller is faced with a complex, multi-step wire transfer request. Using the Knowledge Assistant, they instantly pull up the correct, step-by-step procedure and compliance checklist, allowing them to serve the customer confidently and accurately without needing to ask a manager.

• Optimize Your Digital Experience: Your management team notices a high volume of website users dropping off on the mortgage application page. By analyzing the Digital Assistant logs in the Posh Portal, you discover the most common questions and points of confusion, allowing you to proactively add clarifying information to the page and improve conversion rates.

Unique Advantages of Posh AI

Posh AI was engineered from the start to solve the specific challenges of financial institutions. Here’s what sets our platform apart:

• Finance-Native AI Training: Unlike generic AI tools, our models are trained on millions of real-world banking conversations. This means our assistants understand the specific terminology, intent, and context of your customers and employees from the very first day, leading to higher accuracy and resolution rates.

• A Truly Unified Platform: While other approaches require you to patch together separate solutions for voice, chat, and internal knowledge, Posh provides a single, integrated platform. This creates powerful network effects where knowledge updated in one place is available to all assistants, simplifying management and providing holistic insights.

• Designed for Banking Security & Compliance: We provide peace of mind with enterprise-grade security demonstrated by our SOC 2 Type 2 and CSA STAR certifications. Our entire platform is built with the data privacy and regulatory requirements of the financial industry at its core.

• Empowerment Through No-Code Control: Our platform is designed for your team to own and manage. The Posh Portal allows you to easily customize content, conversational flows, and AI personas without writing a single line of code, ensuring the assistants perfectly reflect your institution's brand and policies.

Conclusion:

Posh AI delivers more than just AI tools; we provide a comprehensive, secure, and finance-native platform designed to elevate your customer service and operational efficiency. By automating up to 94% of routine requests and empowering your team with instant knowledge, you can focus on building stronger customer relationships and driving growth.

Explore how the Posh AI platform can help you meet the demands of modern banking.