Posh AI

1 review

Posh AI's Voice Assistant is an advanced, AI-powered solution tailored specifically for financial institutions, designed to enhance customer service through natural, human-like interactions. Operating 24/7, it efficiently manages routine inquiries, automates banking transactions, and seamlessly routes complex issues to human agents, thereby improving operational efficiency and customer satisfaction. Key Features and Functionality: - Effortless Setup and Management: The Voice Assistant integrates hundreds of pre-built banking topics with an institution's specific knowledge, enabling rapid deployment and reducing setup time by up to 50%. An intelligent system identifies knowledge gaps to ensure comprehensive coverage, supported by a dedicated US-based client support team. - Seamless, Personalized Customer Interaction: Utilizing lifelike, multilingual voices, the assistant offers fine-grained control over response personalization. It allows adjustments between scripted and generated responses on a per-question basis and includes a diverse voice catalog to align with the institution's brand personality. Smart routing ensures smooth transitions between AI and human agents, with integrated SMS and callback scheduling enhancing communication. - Secure Banking Integration and Authentication: The assistant provides in-house core banking integration to support customized automation and self-service options. For secure tasks like balance inquiries and loan payments, it verifies user identity using PINs or one-time SMS passwords, blending convenience with security. - Real-Time Customizations: Institutions maintain full control over the assistant with instant customizations, including real-time response updates, destination configuration, and intelligent routing. It allows for effortless management of service hours, scheduling, and handling of holidays, as well as the addition of custom call flows and customer journeys tailored to specific needs. - Valuable Customer Intelligence: The system logs and makes every customer interaction searchable, providing access to chat logs, call volumes, trends, and containment rates. This data enables institutions to refine business strategies and enhance service quality through informed, data-driven decisions. Primary Value and Problem Solved: Posh AI's Voice Assistant addresses the challenge of delivering consistent, high-quality customer service in the financial sector by automating routine tasks and providing 24/7 support. This reduces wait times, lowers abandonment rates, and minimizes overflow expenses. By handling up to 91% of requests without a live agent, it allows human staff to focus on more complex and personalized customer interactions, thereby improving overall service efficiency and customer satisfaction.

Posh Voice Assistant

0 reviews

Posh Voice is an AI voice agent built for banks and credit unions. It answers inbound phone calls 24/7, understands caller intent, and completes banking tasks through natural spoken conversation rather than menu-based IVR navigation. Core capabilities include account management (balances, transaction history, pending activity, interest details, and holds), automated services (stop payments, check withdrawals, merchant check verification), and lending tasks (payoff quotes, payment processing, transaction history, maturity dates). Sensitive and regulated tasks run on deterministic flows with MFA, OTP, and PIN-based authentication, plus exception handling and context-aware handoff to live agents. Posh Voice ingests an institution's website, documents, and PDFs as live knowledge sources to keep answers current, and flags content gaps automatically. It handles interruptions, mid-conversation changes, background noise, and off-topic questions without breaking or looping. The product integrates with major contact center platforms including NICE CXone, Genesys Cloud, RingCentral, and Five9, and with core banking systems including Symitar, Fiserv, Corelation, and Jack Henry. Administrators manage call flows, responses, service hours, and routing rules through the Posh Portal without developer involvement. Every interaction is logged and searchable, with reporting on call volume, containment, drop-off, and topic trends.

Posh Digital Assistant

0 reviews

Posh Digital Assistant is an AI chatbot built for banks and credit unions. It operates on an institution's website and mobile channels, answering customer questions, guiding users through tasks, and escalating to live agents when needed, available 24/7. The assistant ingests an institution's website and documents as knowledge sources to answer questions and fill content gaps. Responses are concise and tailored to each question, and the assistant handles off-topic conversation by redirecting to the task, and clarifies unclear questions rather than defaulting to a non-answer. It links users directly to relevant product pages, applications, and help center content to complete actions. Institutions can customize tone, language, and escalation logic, and update answers, conversation flows, and links in real time through the Posh Portal without developer involvement. Implementation is handled by a US-based team, with typical deployment in weeks. Every conversation is logged and searchable. Reporting covers which topics drive volume, escalation, and drop-off, allowing administrators to identify where the experience can be improved and refine self-service flows using interaction data.