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Posh

AI that works like a teammate

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Posh is an operational AI platform built specifically for financial institutions. It provides a unified, governed agentic platform that uses a financial institution's knowledge and Posh Operating Procedures to deploy policy-aligned AI agents across voice, digital, and internal workflows. The platform includes customer-facing products like a Voice Assistant, Digital Assistant, Posh Answers (AI-powered website search), and Posh Outreach (proactive AI agents). Employee-facing products include Knowledge Assistant, Posh Simulator (AI-driven training), and Posh CoachQA (conversation evaluation and compliance). All AI assistants are managed, configured, and analyzed through the Posh Portal, a no-code portal. Posh emphasizes security with SOC2 Type II and CSA STAR Level 1 compliance, multi-layered security, and transparency in AI decision-making with cited sources.

Key Benefits

  • Built specifically for financial institutions
  • Unified platform for voice, digital, and knowledge management
  • No-code portal for AI management and configuration
  • SOC2 Type II and CSA STAR Level 1 compliant
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