Posh sells conversational AI only to banks, credit unions and collections agencies. Its Voice Assistant answers inbound calls in place of a touch-tone IVR, authenticates callers by MFA, one-time passcode or PIN, carries out tasks such as balance checks, transfers, loan payoffs and stop payments through the institution’s core banking system, and hands complex calls to staff with context. It connects to the institution’s existing phone system or contact center platform, and a separate product, Posh Outreach, places outbound AI calls and texts for campaigns such as CD maturities and loan onboarding. Posh also sells digital chat, staff knowledge and QA tools, and pricing is by quote.

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Posh pricing

No prices were found on posh.ai’s homepage, Voice Assistant, Outreach or AI in banking pages; the only route is a demo request. The pricing unit is not stated.

What it does

Answers inbound calls
Yes
Places outbound calls
Yes
Books appointments
Unconfirmed
Warm transfer to a person
Yes
Text follow-up
Yes
Call recording
Unconfirmed
Transcripts
Yes
CRM sync
Unconfirmed
Keep your number (porting)
Unconfirmed
Spanish
Yes
Other languages
Yes
Web chat
Yes
API
Unconfirmed
Custom voice
Unconfirmed

The Voice Assistant page says it ‘supports multiple languages, including Spanish’; no other languages are named. A separate product, Posh Translate, is described as ‘Real-time voice interpretation across 100+ languages’ on inbound calls, outbound calls and in-branch.

Integrations

As listed by Posh. Integrations not listed may still be possible through an API or Zapier.

Security and compliance

Signs a HIPAA BAA
Unconfirmed
SOC 2
Type II
Discloses it's an AI
Unconfirmed
Consent capture tools
Unconfirmed
Do-not-call scrubbing
Yes
Calling-hour controls
Yes

Posh markets only to financial institutions and its pages make no HIPAA or BAA statement.

“Unconfirmed” means Posh's public pages don't say either way. Rules for AI phone calls

Company

Headquarters
Boston, MA
Founded
2018
Built for
Mid-market, Enterprise
Industries
Financial services

Sources

  1. Posh homepage company, features, compliance, status. Accessed October 15, 2026
  2. Posh Voice Assistant features, integrations, pricing. Accessed October 15, 2026
  3. Posh Outreach (proactive voice, SMS and email agents) features, compliance, pricing. Accessed October 15, 2026
  4. Posh integrations integrations. Accessed October 15, 2026
  5. Posh AI in banking company, features, compliance. Accessed October 15, 2026
  6. Posh: Who we are company. Accessed October 15, 2026
  7. Posh careers company. Accessed October 15, 2026
  8. Posh trust (security overview) compliance. Accessed October 15, 2026
  9. Posh privacy policy company, compliance. Accessed October 15, 2026
  10. Posh partners affiliate. Accessed October 15, 2026
  11. Posh press release: CU*SOUTH partnership (January 5, 2026) company. Accessed October 15, 2026

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