Posh AI

Posh AI

Verified
AI-Native

Service that feels human. AI that works like a teammate.

SOC 2 Type II
GDPR
Public status page
Global
Audit Logs
+3
Assistant
Last updated: Nov 10, 2026
Enterprise
Visit Site
More

Quick Answer

AI

Posh AI is an agentic AI platform for financial services companies. It supports chat, voice, and automation capabilities, including RAG and speech-to-text. Best for banks and credit unions seeking to enhance member and employee experiences. Pricing is enterprise-level.

About Posh AIAI

Posh AI provides agentic AI solutions for banking, empowering financial institutions to deliver human-like customer experiences and boost employee productivity. It offers AI for contact centers, self-service, digital support, and internal knowledge management. The platform is built for measurable impact and compliance in financial services.

AI-extracted from public sources. May contain errors. Methodology · Report an error
What Makes Posh AI UniqueAI

Posh AI is the first and only AI platform built specifically for financial institutions by financial and AI experts, offering a unified, governed agentic platform powered by an institution's knowledge and Posh Operating Procedures.

Decision Intelligence

Best For

AI
Banks empowering employees and customers with AI-enhanced service
Credit Unions enhancing member and employee experiences
Collections agencies improving call practice and QA scoring
Customer Experience teams automating interactions
Information & Technology teams managing AI platforms
Digital Experience teams making online banking effortless
Call Centers creating faster, human-like phone experiences
Learning & Development teams with AI-driven training scenarios
Pricing Overview

Type

Enterprise

Dimension Scores

· 5.1 avg

How good it is, across universal quality axes

Ease of Use6/10
Customization2/10
Support6/10
Integration6/10
Compliance & Data Protection4/10
Performance5/10
Planning Quality7/10
AI-scored from up to 37 public sources, reviewed by a person·High confidenceHow we score

Task Scores

· 7.1 avg

What it can do, per category it works in · showing 10 of 10 tasks scoring 5+

Conversation Quality8/10
Knowledge Accuracy8/10
Safety Controls8/10
Context Retention7/10
Reasoning Ability7/10
Multilingual Chat7/10
Personality Customization7/10
Response Speed7/10
Citation Support7/10
File Handling5/10

Scores are AI-estimated from publicly available data — not an independent test or a verified user rating. How we rank →

Capabilities
Chat
Search
Automation
Data Analysis
Voice
Speech-to-Text
Text-to-Speech
RAG
Categories
Customer Support
AI Chatbot
Automation Agents
Search Discovery
Finance Accounting
Integrations & Connections
30 connections
AL
AltigenNative

Telephony integration for contact centers

AA
Avaya AuraNative

Telephony integration for contact centers

CU
Cisco UCCXNative

Telephony integration for contact centers

GC
Genesys CloudNative

Telephony integration for contact centers

GP
Genesys PureConnectNative

Telephony integration for contact centers

MM
Mitel MiVoice ConnectNative

Telephony integration for contact centers

NI
NiceNative

Telephony integration for contact centers

RI
RingCentralNative

Telephony integration for contact centers

Auto-updated

Fit Score

Complexity

Intermediate

Company Size

Medium
Enterprise

Team Size

Large Team

Skill Level

Intermediate
Features
AI for Contact Centers
AI for Customer Self-Service
AI for Digital Support
AI for Smarter Search
AI for Collections
Voice Assistant
Digital Assistant
Posh Answers
Technical Capabilities
SDK Available (unknown)
MCP Compatible (unknown)
Multi-Agent
Human-in-Loop
Team Features
Webhook Support (unknown)
Has Demo
Function Calling (unknown)
Sandbox Mode (unknown)
Audit Logs
No Signup
Works Offline (unknown)
Requires Host App
Framework
MCP Server

Deployment

Cloud
Compliance, Privacy & Trust
GDPR: Stated by vendor
SOC 2: Stated by vendor
Type II
HIPAA: No info available
Trains on user data: Unknown
Data deletion: Upon Request
Human review:
Never

Compliance audit trail

4 events
  1. Subprocessors

    Updated Privacy Policy, Responsible Disclosure Policy, and Security White Paper.

    2mo ago · 2026-08-26 · source

  2. SOC 2

    SOC 2 Type II and SOC 3 reports updated for the period ending Jan 2026, including AI-specific controls.

    7mo ago · 2026-03-18

  3. CSA STAR

    Received CSA’s STAR for AI level one. AI CAIQ and 2026 Certificate of Insurance available.

    11mo ago · 2025-12-09

  4. SOC 2

    SOC 3 and SOC 2 Type 2 reports updated for 2025. Google Gemini, Rime AI, Adobe, Deepgram added as Subprocessors.

    1yr ago · 2025-03-24

The Model(s) Behind It

Model details — extracted from public vendor sources by our pipeline (AI extraction plus a source check) or admin-entered. Shown as claimed by the vendor; not independently audited by Intelloro.

Model Weight Availability
Closed API (no weights)
Pricing Plans
Custom pricing — contact sales for a quote.

Looking for more Posh AI alternatives?

Explore our complete list of alternatives with filters for free, cheaper, and higher-rated options.

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User Reviews

No reviews yet. Be the first to review!

Who It's For
1 roles
Customer Service Representatives
Platform, Content & Languages
2 content types
1 languages
TextChatbotEnglish+8 more

Output Languages

English
Spanish

Content Types

Text
Chatbot

Accepts

Text
Audio
URL
PDF
Document
Spreadsheet

Produces

Text
Audio
Languages: English

Frequently Asked Questions

What can Posh AI do?

Posh AI can: AI for Contact Centers, AI for Customer Self-Service, AI for Digital Support, AI for Smarter Search. Best for: Banks empowering employees and customers with AI-enhanced service.

How much does Posh AI cost?

Posh AI uses enterprise pricing. Contact their sales team for a custom quote.

Is Posh AI free?

No, Posh AI is a paid tool. Pricing is custom — contact their sales team for a quote.

What makes Posh AI unique?

Posh AI is the first and only AI platform built specifically for financial institutions by financial and AI experts, offering a unified, governed agentic platform powered by an institution's knowledge and Posh Operating Procedures.

What platforms does Posh AI support?

Posh AI is available on web.

What languages does Posh AI support?

Posh AI supports English.

Who is Posh AI for?

Posh AI is designed for Banks empowering employees and customers with AI-enhanced service; Credit Unions enhancing member and employee experiences; Collections agencies improving call practice and QA scoring.

Trust Score

100/100

Excellent

Based on 12 data signals

Evidence: 11 of 11 expected facts verified

Evidence strength: Strong

Reflects publicly available data, not an independent audit

Compliance & Verified38/38
VerifiedYes
GDPRYes
SOC 2 reportYes
SOC 2 Type IIYes
Operational25/25
Status PageYes
Data ResidencyUS
Reliability10/10
Uptime (measured)100.00%
Market Proof10/10
Notable CustomersCitadel Credit Union, Florida Credit Union, Southern Bank
Company17/17
Company ListedYes
Team Size1001-5000
User Base100K-1M
FundingSeries A
Health—

Not yet checked

AI-Assisted Data

Some details are AI-generated estimates — verify with the vendor.

AI-generated estimate: Best For, Description, Limitations, Quick Answer, Tagline, What Makes Unique

How we source data

AI Governance & Regulatory Disclosures

Legally-sensitive fields — extracted from public vendor sources by our pipeline (AI extraction plus a source check) or admin-entered. Shown as claimed by the vendor; not independently audited by Intelloro.

EU AI Act Risk Tier
Unclassified

Switching & Migration

Migration Difficulty
Significant Effort
Support:
Support Ticket
Help Center
Knowledge Base
Documentation
Quick Stats
Agent TypeAssistant
MemoryLong Term
PlanningAdvanced
PlatformsWeb
User Base100K-1M
VerifiedNov 2026
Company & Links
Company NamePosh AI
Founded2018
Based inUnited States
Last major updateAug 2026
FundingSeries A · $45M
Changelog