<img height="1" width="1" style="display:none;" alt="" src="https://px.ads.linkedin.com/collect/?pid=4349242&amp;fmt=gif">
Posh
Posh logo 350x250

THE FUTURE OF TRAINING IN FINANCIAL SERVICES

Train your employees for the toughest conversations before they happen

Shadowing. Static PDFs. LMS quizzes. That era is over. Posh’s AI Training Simulator helps your teams master customer conversations through immersive, voice and chat role-play. No managers required.

Ready to try AI-powered role playing?

Financial institutions are so excited to transform their training with AI that we can't keep up. Please provide some extra details, so we can prioritize organizations who are ready to empower their employees.
posh-ai-training-hero-graphic

Financial services training hasn’t changed in decades.
It’s time.

Old Way
New Way

Train for the conversations your team actually has

From everyday account inquiries to complex loan discussions, the AI Training Simulator prepares your team for the exact scenarios they face on the job, across voice and chat.

Handling an overdraft fee dispute: A customer is upset about multiple overdraft charges and threatens to close their account. Train for empathy, policy navigation, and de-escalation.
Delivering constructive feedback to a struggling team: member Train managers on how to give actionable feedback without damaging morale.
Explaining a HELOC vs personal loan: Simulate how lending reps guide members through choosing between credit options - clarity, compliance, and member education are key.
Having a career development conversation with a disengaged employee: Practice reframing disengagement into motivation and setting growth-oriented goals.
Responding to a suspected fraud report: Simulate a member calling about unauthorized charges. Test ability to stay calm, follow procedures, and reassure the member.
Assisting with a deceased account holder’s estate: Highly sensitive and emotionally charged; requires compassion, accuracy, and legal clarity.
Handling a misdirected angry call (wrong department or number): Agents must de-escalate, redirect gracefully, and preserve the customer experience - even if it’s not their issue.

Ready to try AI-powered role playing?

See what training leaders are saying

The Training Simulator has made a real difference for us.

It saves trainers a lot of time and makes it simple to build scenarios that actually feel like the conversations our team has with members. For employees, it’s easy to use and surprisingly effective. The feedback on tone and pacing has helped us come across more clearly and confidently. It’s a more modern way to train, but more than that, it’s helping us have better interactions with our members.
testimonial-simplicity-credit-union

Sarah Arnoldy

Chief Experience Officer
Simplicity Credit Union

Turn every employee into a high performer with modern, AI-powered training

Simulate real banking scenarios with AI, from loan requests to fraud-related frustrations.

icon-purple-speechboxes

Voice &
Text Mode

Train the way your team communicates with realistic chat or spoken conversations.

icon-purple-boxes

Scenario
Customization

Build simulations from your own scripts, FAQs, and policy docs.

icon-purple-handheart

Scoring
Customization

Prioritize the skills that matter: Empathy, compliance, accuracy, and more.

icon-purple-handle

Performance
Dashboard

Track individual and team-level progress with detailed analytics.

icon-purple-multimap

Multi-Department
Support

Train branches, call centers, lending, collections, and compliance teams from one unified platform.

icon-purple-gears

Role &
User Management

Control access and authoring by role: Admins, Team Leads, and Users.

icon-purple-boost

Practice &
Assignment Modes

Offer self-paced practice or assign simulations with deadlines.

icon-purple-free-up

Custom
Avatars

Create member or customer personas based on real demographics for more authentic training.

Ready to try AI-powered role playing?

Why this is 10x better than anything you’ve tried before

posh-ai-training-10xbetter
  • Train Faster Without Managers
    Build skills from Day 1. No shadowing, no bottlenecks. Every context, every scenario, one platform.
  • Prepare for High-Stakes Conversations
    From fraud alerts to loan denials, agents can practice difficult conversations without the risk.
  • Proven to Improve Retention 2.5x Faster
    Realistic, situational simulations build muscle memory. AI gives feedback without judgment, enabling more reps and better recall.
  • Actually Fun, Seriously
    Gamified experiences, custom avatars (yes, even Lord Voldemort), and scores that keep your team engaged and improving.

THE SCIENCE BEHIND IT

2.5x more knowledge retention than PDFs or videos

Employees trained through realistic simulation environments retain more knowledge. It’s called situational memory, and it’s how people learn best under pressure.

Knowledge Retention

Built for these teams

icon-purple-speechboxes2

Contact Center Teams

icon-purple-money

Lending & Collections

icon-purple-arrowsun

Compliance & Risk

icon-purple-personcheck

L&D and Training Teams

icon-purple-checkmark

CX and Member Experience Leaders

Ready to see how it works?

Try a simulation. Explore the scenarios. Experience the future of financial training.