Posh

What have millions of banking conversations taught us about the new era of AI? Consumers expect AI to understand, adapt, and resolve - not route, script, or stall. In this webinar, we’ll reveal the signals inside millions of conversations, and how they shaped Agentic AI built for financial institutions. You’ll learn: ✅ What customers expect across millions of interactions ✅ Where intent-based automation fails ✅ How Operating Procedures enable compliant, reasoning AI ✅ How leading FIs cut overflow, improve CX, and empower staff Save your seat now.

Intent-based AI reacts to keywords. Agentic AI understands context, reasons through complexity, and completes real banking tasks with confidence. In this webinar, we’ll share what millions of customer conversations have revealed about how people actually interact with their financial institutions - and why leading banks are shifting from rigid intent trees to Operating Procedures + Agentic AI powered by a unified institutional knowledge layer. 🗓️ December 16, 2025 🕐 1:00 PM ET 📍 Virtual Event Register now and see why Agentic > Intent for modern banking.

Hey %FIRSTNAME% 👋 We’ve been reflecting on thousands of conversations with banks and credit unions across the country. Every day, these institutions show up for their communities with empathy, consistency and a deep commitment to service. In our latest video, we highlight leaders who embody that spirit: 💜 Traci Michel: Metro Credit Union 💜 Stephen Goodwine: Hudson Valley Credit Union 💜 Tom Montilli: Harvard Federal Credit Union 💜 Rob Keatts: Chartway Credit Union 💜 Melodie Myers: Camden National Bank To every bank and credit union building the future of service with Posh: thank you.

Hey %FIRSTNAME% 👋 We’ve spent the last year listening to banks, credit unions, and the teams serving members every day. What stands out isn’t technology. It’s the people behind the service. In our latest video, we spotlight leaders who raise the bar for what modern banking service looks like: 💜 Traci Michel: Metro Credit Union 💜 Stephen Goodwine: Hudson Valley Credit Union 💜 Melodie Myers: Camden National Bank 💜 Tom Montilli: Harvard Federal Credit Union To every institution choosing to build thoughtful, human service with Posh: we’re proud to partner with you.

We’ve been reflecting on thousands of conversations with banks and credit unions across the country. Every day, these institutions show up for their communities with empathy, consistency and a deep commitment to service. In our latest video, we highlight leaders who embody that spirit: 💜 Traci Michel: Metro Credit Union 💜 Stephen Goodwine: Hudson Valley Credit Union 💜 Tom Montilli: Harvard Federal Credit Union 💜 Rob Keatts: Chartway Credit Union 💜 Melodie Myers: Camden National Bank To every bank and credit union building the future of service with Posh: thank you. Explore all the successful AI stories https://lnkd.in/emG2eC6m

As the year wraps up, I’ve been reflecting on conversations with leaders across financial services, people who show up every day with empathy, discipline, and a deep commitment to serving their customers. This week, our team shared a video highlighting five partners who exemplify that commitment: - Melodie Myers, Camden National Bank - Rob Keatts, Chartway Credit Union - Traci Michel, Metro Credit Union - Tom Montilli, Harvard Federal Credit Union - Stephen Goodwine, Hudson Valley Credit Union Hearing their stories was a reminder of why we started Posh. Not to build technology for its own sake, but to support the people behind the counter, behind the screen, and behind the scenes who make banking work. They spoke about empowering employees, reducing burnout, improving service speed, creating space for high-value conversations, and earning trust through better experiences. That feedback means everything to us. To every credit union and bank that has trusted us with your vision, thank you. Thank you for pushing us, partnering with us, and building with us. And to the Posh team, thank you for approaching innovation with care, curiosity, and grit. Wishing everyone a safe and restful Thanksgiving!