Posh AI
Posh AI offers AI-powered solutions for banks and credit unions, enhancing customer and member experiences with voice, digital, and knowledge assistants.
Posh AI is an innovative platform designed to empower banks and credit unions with AI-driven solutions that revolutionize customer engagement and streamline operations. Built by experts in both AI and finance, Posh AI facilitates the provision of human-like, 24/7 self-service options, enhancing customer experiences while reducing operational costs. The platform includes various tools such as Voice Assistant, Digital Assistant, and Posh Answers, all aimed at improving interaction quality and operational efficiency for financial institutions. Posh AI provides employees with quick access to information and customers with personalized experiences, thus augmenting both service quality and internal workflows.
Utilizing advanced generative AI and the REALM™ engine, Posh AI optimizes customer interactions across various channels, helping institutions manage customer inquiries efficiently without over-relying on third-party services. With over 200 deployments, Posh AI enables financial institutions to transform their digital engagement strategy by offering a central portal for managing AI assistants, configuring custom workflows, and analyzing usage data to continuously improve service delivery.
Pros:
- Improves customer service with 24/7 self-service capabilities
- Streamlines operations and reduces costs for financial institutions
- Enhances employee productivity by reducing repetitive tasks
- Adapts to various customer service channels seamlessly
Cons:
- Initial setup and integration complexity
- Dependence on internet connectivity
- May require ongoing management to maintain peak performance
Features:
- Voice Assistant - Provides real-time assistance and automates routine banking tasks via voice commands.
- Posh Portal - A central platform for managing and configuring all AI-driven operations.
- Knowledge Explorer - Centralized knowledge management for consistent and efficient information dissemination.
- REALM™ Engine - Advanced AI model orchestration for intelligent conversation handling.
- Analytics Dashboard - Insightful data analysis tools for improving service quality and operational efficiency.
Integrations:
- CRM systems - Seamless integration with existing CRM platforms for enhanced customer interaction management.
- Payment gateways - Connect with various payment processors to streamline financial transactions.
Pricing:
- Basic - Entry-level features for small to medium financial institutions.
- Pro - Advanced analytics and additional customization options for larger enterprises.
Implementation Timeline
Not Disclosed
Onboarding
Not Disclosed
Sandbox
No
API Available
Compliance
SOC2 Type II, CSA STAR Level 1
Hashtags
Buying Persona
CRO, CFO, VP of Sales, Director, CMO, Sale Manager, RevOps, Product Marketing Manager, VP of Demand Generation, Brand Manager, Customer Success Manager, VP, FP&A Manager, Sales Finance Manager
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