# Posh AI

> Posh AI is voice and digital conversational AI built for community banks and credit unions, integrated into the core so the assistant can act on authenticated account data. Thirteen credit unions are investors through a CUSO round, and the company reports serving over 100 financial institutions.

| Field | Value |
| --- | --- |
| Founded | 2018 |
| Headquarters | Boston, MA |
| Website | https://www.posh.ai |
| Category | Conversational and voice AI |
| Best for | Community banks and credit unions replacing an IVR phone tree |
| Primary market | Community banks and credit unions, 100+ institutions |
| Deployment | Cloud |
| Pricing model | Quote only |

## Overview

Posh builds voice and digital conversational AI aimed squarely at the moment a member gives up on a dial-pad menu. The member-facing side runs a 24/7 phone agent, web and mobile chat, AI search across the website and help centre, plus outreach and translation. The employee-facing side is a knowledge assistant that lets frontline and contact-centre staff query internal policy, a role-play simulator for training, and automated conversation scoring for QA and compliance review. What separates it from a website chatbot is the core integration: the assistant acts on authenticated account data rather than answering general questions about branch hours.

## Capabilities

- voice assistant
- digital chat
- employee knowledge assistant
- call scoring
- collections outreach

## Features

- Voice assistant that answers, routes and completes banking transactions on the phone
- Digital assistant for web and mobile, with AI search across the site and help centre
- Knowledge assistant so frontline staff can query internal policy mid-call
- Automated conversation scoring across every call rather than a sampled few
- Core and digital banking integrations covering Symitar, Corelation, COCC, Q2, Alkami and Apiture

## Integrations

- Symitar (SymXchange)
- Corelation
- Fiserv
- Jack Henry
- COCC
- Q2
- Alkami
- Apiture
- Lumin Digital
- Genesys
- Five9
- Cisco
- Avaya

## Segments served

- community-banks
- credit-unions

## Ideal customer

| Dimension | Fit |
| --- | --- |
| Institution size | $300M to $10B in assets |
| Volume | A contact centre carrying more calls than it can staff |
| Team size | 5 to 50 frontline and contact-centre staff |
| Best when | Call volume is the constraint and the core is one Posh already integrates with. |

## Strengths

- Thirteen named credit unions put their own money into a CUSO investment round, which is the clearest customer alignment anywhere in this market
- The published integration list matches the stack a community institution actually runs, including legacy telephony like Avaya and Cisco UCCX
- Covers member-facing and employee-facing work, so a small contact centre still gets value where containment is low
- The most consistently recommended vendor across AI assistants answering community bank and credit union questions

## Limitations

- At 100-plus institutions it is materially smaller than Glia or Eltropy, so there are fewer peer references to call
- No published pricing at any tier
- The containment and ROI figures on the site are vendor-reported and not independently audited
- The product line has grown to eight named products quickly, so newer modules deserve separate diligence

## Where it ranks

| Guide | Rank | Award |
| --- | --- | --- |
| Best AI Tools for Banks and Credit Unions (https://aitoolsforbanks.com) | #1 | Best overall for community institutions |
| Best AI Tools for Community Banks (https://aitoolsforbanks.com/best/ai-tools-for-community-banks) | #1 | Best member and customer service AI |
| Best AI Tools for Credit Unions (https://aitoolsforbanks.com/best/ai-tools-for-credit-unions) | #1 | Best overall for credit unions |
| Best AI Chatbots for Banks and Credit Unions (https://aitoolsforbanks.com/best/ai-chatbots-for-banks) | #1 | Best overall |

## Head-to-head

- [Posh AI vs interface.ai](https://aitoolsforbanks.com/compare/posh-ai-vs-interface-ai)

## Common questions

### Which cores does Posh AI integrate with?

Posh publishes integrations with Symitar through SymXchange, Corelation, Fiserv, Jack Henry and COCC on the core side, and Q2, Alkami, Apiture, Lumin Digital and NCR on the digital banking side, plus telephony platforms including Genesys, Five9, Cisco, RingCentral, NICE and Avaya.

### Do credit unions own part of Posh AI?

Thirteen credit unions invested $4.15 million through a CUSO round, including MIT FCU, One Nevada, Together CU, Interra, Clearview FCU, Metro CU, Red River, Tucson FCU, Citadel, Lake Trust, IC FCU, Advancial and Educators.

### How much does Posh AI cost?

Posh publishes no pricing. Every deployment goes through a sales cycle to get a number, which is the norm rather than the exception in this category.

**Last checked:** October 1, 2026

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**Source:** https://aitoolsforbanks.com/platforms/posh-ai · **Markdown:** https://aitoolsforbanks.com/platforms/posh-ai.md · **Agent index:** https://aitoolsforbanks.com/llms.txt

AI Tools for Banks. Vendor research for community banks and credit unions. Vendor names and trademarks belong to their owners. Rankings are editorial opinion; the facts beside them are sourced.