Posh
Give my team superpowersHelp me pitch this to my CFO
Posh

Every employee'spersonal assistant.

Your people didn't start a career in banking to answer “What's my balance?” 34 times a day. Here are the 3 AI applications that make your team super.

Watch the Super Employee Flywheel
Trusted by 125+ banks & credit unions
Hudson Valley Credit UnionVyStar Credit UnionMetro Credit UnionHarvard Federal Credit UnionCitadel Credit UnionOne Nevada Credit UnionFirst Heritage Federal Credit UnionFreedom First Credit UnionPioneer Appalachia Federal Credit UnionFinancial Partners Credit Union4Front Credit UnionSound Credit UnionCamden National BankInterra Credit UnionIon BankFarmers Bank and Trust

The old employee empowerment model.

Knowledge management

The answer is written down and buried.

A keyword hunt returns a policy document, not something a customer can understand.

Training & onboarding

It costs your veterans their week.

Hours of shadowing and role plays - and the modules meant to scale what they know are the ones nobody remembers a month later.

29%

Institutional knowledge is disappearing at a rapid pace.

29% of US institutions are gone since 2016, and the most experienced generation is retiring at the same time.

Empower

Every employee's personal assistant.

Three AI applications - purpose-built for banks and credit unions - that train, answer and coach your people every day.

TENURE AS THE OLD CEILINGVETERAN, FROM MONTH ONE
Posh Simulator role-play with live feedback
S
AI app · Hiring & onboarding

AI Training Simulator

An AI role-play app that trains new hires on realistic customer scenarios before they ever take a live call, so day-one readiness stops taking six weeks.

See it in action →
Knowledge Assistant answering an employee question
K
AI app · Daily operations

Knowledge Assistant

An AI search app that surfaces the right answer from policies, procedures and product docs in seconds. The answer always existed - now everyone can find it.

See it in action →
CoachQA grading a call against policy
Q
AI app · Ongoing development

CoachQA

An AI quality-assurance app that reviews every call and turns each one into personalised coaching - so the gaps it finds become the scenarios Simulator builds next.

See it in action →
GAPS BECOME NEW SCENARIOS

A new hire serves like your veteran. The veteran's expertise stops retiring when they do.

Proof from the field
Knowledge Assistant halved our ramp-up time - new hires went from six months to three before they could originate loans.

That head start is worth more than $500K in loan dollars per new hire in their first year.

Hudson Valley Credit Union
Read the story →
An agentic workforce

One team, powered by the same brain.

Great service was never one person doing everything. It was a team - each doing their job, all knowing the same customer.

Shared Memory
Recognises the same person across every interaction.
Shared Knowledge
One source of truth, always up to date.
Shared Configuration
Guardrails, policies and preferences set once, applied everywhere.
Deploy one agent, get value. Run the flywheel, get compounding productivity.
PoshPlatformONE BRAINCoachQAKnowledgeAssistantSimulatorVoiceAssistantDigitalAssistantAnswersOutreachPoshAgentsEMPOWEREvery employee's personal assistantSERVEEvery customer's personal banker

Build the AI business case for finance

5 steps to a business case your CFO will actually fund.

Help me build the business case
No demo required - 5 steps, one short session

The bar keeps rising.
Now you rise with it.

Financial services runs on trust, and trust is built one interaction at a time.

Every interaction makes the institution smarter,

the customer more loyal,

and the employee more confident.

That's Posh.
Give my team superpowersHelp me pitch this to my CFO
Posh
A community banking employee