Posh AI

Customer Engagement

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

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.