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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.

Pricing

Paid from Custom

Founded

2018

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

• 24/7 voice banking assistant
• Digital chat assistant
• Employee Knowledge Assistant
• CoachQA conversation scoring
• Operating Procedures control framework

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Updated July 2026

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