Posh

Founded in 2018, we develop artificial intelligence, machine learning, and natural language processing software for financial services, including banks, credit unions, and fintech companies. Our team has between 51 and 200 employees. We offer an operational AI platform that serves both customers and employees, helping financial institutions scale their operations with AI that meets their specific requirements.

Our platform helps with customer experience automation by handling natural, back-and-forth conversations. It adapts mid-call and completes banking tasks using our Operating Procedures, delivering instant, accurate answers across websites, mobile apps, SMS, and email through modular mini-agents.

For employee productivity, we give staff a secure workspace for accurate, policy-safe answers and quick task completion, drawing from a single source of governed knowledge. We also provide realistic AI role-play simulations for voice and chat training.

To drive growth and engagement, our AI-powered help center turns customer questions into opportunities for qualified leads, deposits, and loan applications.

Our “Operating Procedures” are a reasoning framework that combines Large Language Models (LLMs) with code to enforce policies, maintain control, and ensure safe, accurate, and consistent responses. The Posh Portal is our all-in-one command center for configuring, managing, and analyzing AI agents, knowledge, and intelligence.

Security, privacy, and compliance are core to how we operate. We use multi-layered security, including MFA, strict access control, regular reviews, continuous monitoring, and secure networks. Our secure systems integrate security throughout the software development lifecycle, conduct bi-annual disaster recovery tests, regular data backups, penetration testing, and continuous vulnerability scans. We stay ready for threats through continuous monitoring, alerting, and response. Our platform includes auditing for calls and changes to the content studio. We offer transparency through clear explanations of AI decisions, cited sources, and a Trust Center for security, compliance, and legal procedures. We adhere to SOC2 Type II and CSA STAR Level 1 compliance and serve over 100 financial institutions.

Our mission is to help financial institutions adopt AI responsibly, enabling them to offer outstanding experiences to their communities and make VIP banking accessible to everyone.

Our core values are:

• Trust
• VIP service
• Data integrity
• True partnership
• Ethical AI

We prioritize communities, approaching our work with empathy and authenticity to solve real-world problems with AI.

We operate as a remote-first company, though we have a Boston office open to anyone who wants to use it. We foster a culture of self-starters, trusting our employees to manage their work autonomously. Our team has over 100 people and we value growth, offering regular “growth days” for personal and professional development. We are structured into cross-functional teams because we believe diverse perspectives lead to success. We also understand that building a company involves challenges and that mistakes can happen.

We offer a comprehensive benefits package to support our employees’ financial, family, and emotional health.

For financial health, we provide competitive salaries, equity grants (making all employees owners), and a company-managed 401k.

Our family health benefits include medical, dental, and vision insurance, fully paid parental leave, and a Health & Wellness stipend.

To support emotional health, employees receive unlimited PTO, 13 paid holidays, volunteer time off, paid sick time (including mental health days), and a professional development stipend. We also promote work-life balance with flexible vacation and nine “growth days” for personal learning.