Posh offers a conversational AI platform specifically designed for financial institutions, utilizing its proprietary REALM™ AI model orchestration to facilitate human-like interactions. The platform addresses the need for efficient customer service by providing 24/7 self-service capabilities, enabling institutions to handle up to 94% of customer inquiries without live agents.
Funding
$45M raised to dateRaised to date based on public sources. This may differ from the amount the company actually raised and is based only on what is publicly available on the internet.



Founders
Product
Problem
Financial institutions face challenges in providing efficient and always-available customer service, often struggling with long wait times and the high costs associated with traditional call centers. Many customer inquiries are repetitive and could be handled through automated systems, freeing up human agents for more complex issues.
Solution
Posh provides a conversational AI platform tailored for financial institutions, enabling them to automate customer service interactions across voice and digital channels. The platform leverages a proprietary AI model orchestration engine, REALM™, to deliver human-like conversational experiences. By offering 24/7 self-service capabilities, Posh allows institutions to handle a significant portion of customer inquiries without the need for live agents, reducing operational costs and improving customer satisfaction. The unified AI platform integrates voice, digital, and knowledge assistants, providing a comprehensive solution for managing customer interactions and internal knowledge access.
Target Audience
Posh primarily serves banks and credit unions seeking to enhance customer service, reduce operational costs, and improve employee efficiency through AI-powered automation.
Features
- 24/7 voice and digital AI assistants capable of answering FAQs and automating banking transactions
- AI-powered knowledge assistant enabling employees to quickly access information and streamline daily tasks
- Posh Answers delivers instant, accurate responses on every page of a website
- Posh Portal provides a centralized platform to manage, configure, and analyze AI performance across all channels
- REALM™ AI model orchestration and reasoning engine for intelligent and personalized conversations
- Knowledge Explorer for training, testing, and composing content for a consistent network of assistants
- Customizable bot routing based on time and special hours, with options for selecting a distinctive brand voice
- Comprehensive analytics dashboard providing insights into chat, call, and search data