AI FOR BANKS & CREDIT UNIONS

Your Support Agents Work 9-to-5, But Your Customers Live in a 24/7 World

When the doors close, the questions don’t stop. Hiring around-the-clock teams? Expensive. Expecting agents to cover late shifts? Burnout guaranteed.

Switch to Posh AI’s 24/7 voice and chat agents.

Request a Demo

Why financial institutions choose Posh AI

Join 100+ credit unions and community banks transforming customer experience, streamlining operations, and scaling support with Posh AI.

Since launching Posh, we’ve enjoyed up to 75% automation. This has enabled us to serve our members 24/7 and also free up time for our staff to engage in more meaningful conversations. The team at Posh is well aligned with our values and is awesome to work with!”

Steve O’Donnell

EVP & CFO
OneNevada Credit Union

When we adopted Posh, the difference was night and day. We are a true success story. We stopped hundreds of callers from needing to speak to us. The call never even needed to be transferred after the intent.

Melodie Myers

VP Customer Care Center Manager
Camden National Bank

Turn every hour into business hours with Posh AI

Posh empowers your financial institution with AI voice and chat agents that:

Handle
70%+

of routine customer queries instantly — without human intervention

Resolve
issues

with sleepless AI agents who speak multiple languages

Free up
your team

to focus on high-value conversations during working hours

Deliver personalized service

anytime, anywhere

Transform your customer and employee experience

Request a Demo

Transform
customer service
with Voice AI

Posh’s 24/7 Voice Agent provides human-like interactions, managing routine tasks so your agents can focus on building valuable customer relationships.

Empower conversations with Digital Agent

Our conversational AI chatbot guides the customer experience by handling common questions and redirecting to a human agent when needed.

Unlock operations with AI-powered Knowledge Management

Empower your teams with rapid and effective information access. Cut through information overload and deliver precise answers in seconds. Reduce onboarding time, boost efficiency and improve ROI leading to a better employee and customer experience.

Your customers have questions, we have Answers

Deliver instant, accurate responses on every page of your site with Answers, providing visitors the exact information they need—no confusing search results, just clear answers in plain text.

AI agents for every level of complexity

Customer-facing AI agents handle routine questions:

Voice I Digital I Answers

Employee-facing AI agent handles the harder questions:

Knowledge

Use case complexity
Intelligent handoff to live agent with full context

Built to work with your core

...and more

Client Story

Outcomes for Citadel Credit Union

1.5M+
Calls handled

21K
Hours saved

6
NPS points increased

83%
Chat containment rate

$663K+
In annual savings

2M+
Chats handled

We chose Posh for their proven track record of streamlining the member experience and the ability to customize our voice, so our members have seamless and consistent service no matter the channel.

Pam Krupansky

Vice President of Member Experience
Sales and Contact Centers

Don’t miss out on the AI banking transformation

Cut search time by 93%

Speed up onboarding time by 65%

Decrease speed to answer by 92%

Decrease employee churn by 4x

Solve up to 94% of customer requests without a live agent

We're passionate about earning your trust

Delivering excellence for our 100+ financial institution clients.

Security

We invest heavily in security to keep our platform secure and aware of potential threats.

Privacy

Our Privacy By Design process evaluates every major product release to ensure proper implementation of the best privacy practices.

Compliance

For banks and credit unions, compliance is an essential consideration—and compliance shouldn’t be optional for service providers.

Deliver 24/7,
elevated customer  service with Posh AI

Achieve first call resolution
Improve customer satisfaction score
Reduce the cost of overflow calls by hundreds of thousands