Podium

SMS & Email

The #1 converting AI Employee for local businesses that manages the full customer journey from first inquiry to booking and beyond.

AI-powered business messaging, review management, and payments—used by FI branches for member communication and reputation.

Founded: 2014
Headquarters: Lehi, UT, USA
Ownership: Private (late-stage)
Funding / valuation: ~$500M raised; ~$3.5B valuation (2021)
Serves: Both (horizontal) — Community branches
Notable customers: Community banks and CU branches
Core integrations: POS/CRM systems
Capabilities: AI Salesperson; AI Scheduler; AI Marketer; AI Concierge; AI Reputation Specialist; AI Employee

Compliance watch-outs

Branch-level SMS carries TCPA consent and financial-promotion obligations that benefit from FI-specific review.