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Operational AI layer for credit unions and banks across voice and digital
Updated
Posh AI describes itself as an operational AI layer for financial institutions. It offers AI agents for customers and employees across voice, digital and internal workflows, built on an institution's knowledge and operating procedures.
An institution loads its knowledge and operating procedures into Posh, and the assistants use them to serve members by voice or chat and to guide staff. The portal and knowledge studio let teams manage content, and audit trails log calls and content changes.
Posh is built for credit unions, banks and other financial institutions that want to deflect routine calls, support their contact center staff and keep answers consistent with their own procedures.
Posh does not list prices. It directs visitors to request a demo, and a free trial is listed.
Kasisto is a conversational AI vendor for banking. Character.AI, Le Chat, Grok and HuggingChat are general-purpose consumer chat products, not financial institution tools, so Kasisto is the only direct comparison.
Pricing Model
Subscription
Starting Price
Contact vendor
Free Options
Free trial
Posh for individuals and growing teams. See posh.ai for current pricing.
Posh for larger organizations with security and admin needs. Contact sales for a quote.
| Feature | Pro Popular | Enterprise |
|---|---|---|
| Voice and chat assistants | , | |
| Knowledge assistant for staff | , | |
| Higher usage limits | , | |
| Integrations | , | |
| Email support | , | |
| Everything in Pro | , | |
| Call deflection | , | |
| Analytics | , | |
| SSO and admin controls | , | |
| Dedicated support | , |
Other
CRM
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API Types
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Developer Features
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Compliance Standards
SOC 2 Type II
EnterpriseISO 27001
EnterpriseGDPR Compliant
GlobalHIPAA
HealthcarePCI DSS
FinanceCCPA
PrivacyFedRAMP
GovernmentCSA STAR
CloudDeployment & Data
Data Residency Options
Verify with vendor for your specific region requirements.
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