Articles from Posh AI

In an industry where precision and compliance leave little room for error, banking employees spend countless hours searching, clarifying, analyzing, and rewriting the same information over and over. Today, Posh AI, the leader in conversational and agentic AI for financial institutions, announced the next generation of its Knowledge Assistant, transforming from an AI-powered tool for semantic search into an AI-native workspace for agentic action.

For years, employee training in financial institutions has followed a familiar formula: shadowing seasoned reps, flipping through static manuals, and completing LMS quizzes that feel like school all over again. Add in awkward role-plays, often sugarcoated and inconsistent, and it's clear that the traditional model leaves much to be desired.

Posh AI, a leading provider of AI solutions that help financial institutions automate service, resolve issues faster, and enhance customer and employee experiences, today announced a strategic referral partnership with Corelation. Corelation clients will gain easier access to Posh’s AI-powered digital, voice, and employee-facing assistants that transform customer service while enhancing operational efficiency through this partnership.

Posh AI, a conversational and generative AI purpose-built platform for financial services that spans voice, digital, and knowledge channels, today announced that it has joined the Jack Henry™ Vendor Integration Program (VIP). Participation in the program will provide Posh AI with access to Jack Henry's technical resources to enable Posh’s platform to integrate with Symitar®. The Vendor Integration Program is designed to help ensure that Jack Henry’s customers can easily deploy third-party products.

Posh AI, a pioneering provider of advanced conversational AI solutions for the banking industry, today announced a significant advancement in its market-leading AI platform with the introduction of REALM™ (Reasoning Engine leveraging AI & Language Models). Each application serves a specific purpose, but they are designed to be interoperable, making it easy for users to work across them seamlessly.

Curql has led a new investment round in Posh alongside Canapi Ventures and TruStage Ventures, to accelerate generative and conversational AI innovation for banks and credit unions. This latest funding brings Posh’s total to over $45 million, underscoring strong support from investors for Posh’s purpose-built AI solutions.

Posh AI, the leader in conversational and generative AI solutions purpose-built for the financial industry, today announced the addition of former National Credit Union Administration (NCUA) Board Chairman Rodney E. Hood to its Board of Directors. Hood brings a long-standing legacy of public and private financial services over the last 30 years and a spirit of active participation and qualified advising based on his extensive industry experience. Most notably, he served on the NCUA Board under two presidential administrations.