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Posh AI
Posh AI provides conversational and agentic AI solutions for banks and credit unions. The platform delivers 24/7 customer service, employee productivity tools, and operational automation through voice, digital, and knowledge-based AI agents powered by proprietary Operating Procedures and the REALM reasoning engine.
For agents: Conversational and agentic AI for banks and credit unions: voice banking assistant, digital chat assistant and employee knowledge tools.
conversational aibanking assistantvoice ai agentscustomer service automationcredit unions
Their llms.txt
The beginning of the file, from our validated copy saved 2026-10-24T03:44:28.060Z. Cached copy · Source on posh.ai
# Posh AI
> Posh AI provides conversational and agentic AI solutions for banks and credit unions. The platform delivers 24/7 customer service, employee productivity tools, and operational automation through voice, digital, and knowledge-based AI agents powered by proprietary Operating Procedures and the REALM reasoning engine.
Posh AI was founded in 2018 by Karan Kashyap and Matt McEachern out of MIT's AI lab and is headquartered in Boston, Massachusetts, operating remote-first. Posh AI serves 125+ financial institutions with 300+ deployments, including DCU, MassMutual Credit Union, Florida Credit Union, and SalemFive.
## AI Products
- [Voice Assistant](https://www.posh.ai/voice-banking-assistant): 24/7 conversational AI for phone banking that handles balance inquiries, loan payments, transactions, card controls, and intelligent call routing with multi-factor authentication and core system integration across NICE CXone, Genesys Cloud, RingCentral, Symitar, Fiserv, and Corelation platforms
- [Digital Assistant](https://www.posh.ai/digital-assistant): AI chatbot for website and mobile app chat support providing authenticated self-service, seamless escalation to human agents, and personalized experiences with real-time answer updates through the Posh Portal
- [Knowledge Assistant](https://www.posh.ai/knowledge-assistant): Employee-facing generative AI search tool that reduces search time by 93%, connects to SharePoint and document repositories, delivers role-specific answers with citations in under 7 seconds, and cuts employee onboarding time by 4x
- [Posh Answers](https://www.posh.ai/answers): Website search AI that surfaces instant, compliant answers from knowledge bases and website content, increases application completions and lead captures, and reduces bounce rates through conversational guidance
- [Posh Outreach](https://www.posh.ai/outreach): Proactive AI agents that initiate conversations across voice, SMS, email, push notifications, and personalized microsites for CD maturities, pre-approved offers, and onboarding campaigns with built-in compliance controls
- [Posh Simulator](https://www.posh.ai/ai-training-simulator): AI-powered role-play training platform with voice and text scenarios, custom scoring for empathy, compliance, and accuracy, pre-built BFSI scenarios across roles, performance dashboards, and custom member personas for realistic practice
- [Posh CoachQA](https://www.posh.ai/coachqa): Quality assurance AI that evaluates 100% of voice and chat interactions against SOPs, surfaces compliance gaps, fraud attempts, missed revenue opportunities, and escalation patterns with audit-ready insights
## Platform and Technology
- [Posh Platform](https://www.posh.ai/platform): Unified agentic AI platform built on REALM (proprietary reasoning engine) with Operating Procedures that combine LLM flexibility and code-level control for adaptive, policy-compliant automation across voice, digital, and internal workflows
- [Posh Portal](https:/
…
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