Features
Proactive payment reminders
Unused subscription detection
Agentic financial task execution (e.g., auto-pay rent, Venmo split)
Automated recurring financial decisions
Conversational iMessage interface
Cash balance goal tracking
Dining spend tracking and analysis
Daily budget notifications
Personalized financial insights
Plaid integration (13,000+ financial platforms)
Venmo integration for splitting expenses
24/7 voice assistant for banking transactions with natural conversation
Digital assistant for web, mobile app, SMS, and email
Posh Answers: AI-powered website search and help center
Posh Outreach: proactive AI agents via voice, SMS, email, and push
Posh Simulator: AI-driven role-play training for employees
Knowledge Assistant: secure employee Q&A workspace grounded in governed knowledge
Posh CoachQA: evaluate 100% of conversations for compliance and coaching
Operating Procedures: reasoning framework combining LLM flexibility with code control
Posh Portal: no-code management dashboard for all products
Knowledge Management Studio: unified knowledge creation, governance, and delivery
Modular mini-agents for adaptive call handling
Multi-channel consistency (voice, chat, search from one brain)
Automated compliance enforcement and fraud prevention
Integration with existing banking technology stacks
Policy-aligned agents for customers and employees
