Posh AI

AI Agents & Chatbots Voice & Phone AI

Independent banking AI platform giving credit unions and community banks voice, chat, and employee knowledge assistants under one control framework.

Best for

Credit unions and community banks that want member-facing voice and chat assistants plus employee knowledge and QA tools under one control framework, integrated with Fiserv, Jack Henry, Corelation, COCC, Q2, Alkami or Glia, from a vendor that remains independent.

Look elsewhere if

You are outside banking, need stated languages or residency, or want a published price: Posh sells only by quote per institution, and its verified compliance list is SOC 2 alone.

Pricing
Paid from Custom
Founded
2018
Company
Independent, venture-backed $45M+ raised; latest: Strategic round led by Curql, amount undisclosed (June 2024)
Channels
Chat, Email, Voice, SMS
Compliance
SOC 2
Integrations
Fiserv Jack Henry Symitar Corelation COCC Q2 Alkami Glia Genesys Cloud

Posh AI builds an agentic AI platform for banks and credit unions, covering both sides of the desk. Member facing products include a Voice Assistant for 24/7 phone support, a Digital Assistant for web and mobile chat, Posh Answers for help center search, and Posh Translate for live spoken interpretation. Employee facing tools include a Knowledge Assistant, a training Simulator, and CoachQA for conversation quality and compliance monitoring. All agents run inside Operating Procedures, Posh's framework for pairing LLM flexibility with code level control.

Karan Kashyap and Matt McEachern founded Posh in 2018 out of MIT, where both studied AI, and the Boston company remains independent and active as of mid 2026, with no acquisition on record. It raised a $27.5 million Series A led by Canapi Ventures in December 2021, with credit union industry funds Curql Collective and CMFG Ventures participating, and third party trackers put total funding around $45 million. Posh serves more than 100 financial institutions, including VyStar Credit Union, Citadel Credit Union, Camden National Bank, and Hudson Valley Credit Union. In late 2025 it relaunched Knowledge Assistant as an AI native workspace for agentic action.

Posh publishes no pricing. Everything is quote based per institution, shaped by asset size, products licensed, and integrations. The company leads with customer ROI stories instead, like Citadel's reported $660,000 in annual savings, so treat those as marketing anchors and negotiate accordingly. Expect a demo led sales cycle and implementation work that depends on your telephony and core stack; nothing about the process is self serve.

Choose Posh if you are a community financial institution that wants credible voice and chat automation plus employee copilots from a team that only does banking, with prebuilt hooks into cores like Fiserv, Symitar, and Corelation. Skip it if you are not a bank or credit union, or if you need transparent self serve pricing.

Key features

What the AI can do

Published customer results

Outcomes named customers have reported, as published by the vendor or the customer.

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Frequently asked questions

Who is Posh AI best for?
Credit unions and community banks that want member-facing voice and chat assistants plus employee knowledge and QA tools under one control framework, integrated with Fiserv, Jack Henry, Corelation, COCC, Q2, Alkami or Glia, from a vendor that remains independent. Look elsewhere if you are outside banking, need stated languages or residency, or want a published price: Posh sells only by quote per institution, and its verified compliance list is SOC 2 alone.
How much does Posh AI cost?
Posh AI is a paid product. The vendor does not publish prices, so expect a custom quote from sales. Compare pricing across all listed tools →
What does Posh AI integrate with?
Posh AI integrates with Fiserv, Jack Henry Symitar, Corelation, COCC, Q2, Alkami, Glia, and Genesys Cloud.
What compliance standards does Posh AI meet?
Based on the vendor's own security and trust pages, Posh AI claims SOC 2 compliance. See how that compares across vendors →
Which support channels does Posh AI cover?
Posh AI handles customer conversations over chat, email, voice, and SMS.
Can Posh AI take actions, or does it only answer questions?
Posh AI can take actions in connected systems, not just answer questions, including account updates and password & access resets.
When was Posh AI founded?
Posh AI was founded in 2018.
What are the best Posh AI alternatives?
Popular alternatives include Aircall, ASAPP, and Auto-Respond. See all Posh AI alternatives →
Sources for the facts on this page

Updated October 2026

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