Posh AI

Posh is the operational AI layer for financial institutions, delivering service that feels human and AI that works like a teammate.

Category

Customer Engagement

Industry

Banks & Credit Unions

Specialization

Onboarding

Country

United States

Website

https://www.posh.ai

Tags: Banks, Credit Unions, Customer Engagement, Onboarding

Agentic AI for banking—voice agents that replace IVR, chatbots, and employee AI tools—delivering service that feels human.

• Founded: 2018
• Headquarters: Boston, MA, USA
• Ownership: Private
• Funding / valuation: ~$27.5M Series A (2022)
• Serves: Both — Community to mid
• Notable customers: Multiple community FIs
• Core integrations: Symitar, Jack Henry, Fiserv
• Capabilities: REALM™; Posh Answers; Voice AI; Posh Portal; Agentic Banking AI

Compliance watch-outs

Bot responses about rates, products, and terms are marketing content under Reg DD and Reg Z, where AI grounding and review reduce exam risk.

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