Posh Turns Knowledge Into Action: A Next-Gen AI Workspace Built for Financial Institutions
Banks don't have a search problem. They have an action problem. Teams spend hours finding answers, then more hours rewriting, explaining, and executing the same work by hand.
Posh AI's new Knowledge Assistant shifts AI from quick replies to actual outcomes. It's a secure, auditable workspace where employees can summarize, reframe, draft, compare, decide, and execute from one governed source of truth.
From Search to Substance
Most tools retrieve information. Few help you finish the job. Knowledge Assistant is built for that last mile-where precision, compliance, and accountability matter.
- Policy to practice: Ask about a new overdraft rule and instantly produce a compliant customer explanation.
- Docs to delivery: HR updates a benefits file, reframes it in plain language, and pushes it across systems with confidence.
- Review to decision: A risk manager compares vendor contracts, flags exceptions, drafts a memo, and shares it for leadership review-all in one place.
Every interaction is grounded in verified institutional knowledge via Posh's Knowledge Management Studio (KMS), keeping answers accurate and consistent across channels.
The Human Side of AI Work
Early clients describe it less like a bot and more like a reliable colleague-one that never gets tired of policy nuance. Unlike single-department tools, it adapts to how every team works.
- Frontline and branch: Clarify procedures and respond to customers with confidence.
- Lending: Interpret requirements and move applications forward safely.
- IT and operations: Summarize incidents and compare configurations.
- HR and training: Reframe complex policies into clear takeaways.
- Risk and compliance: Analyze contracts and stay audit-ready.
- Marketing: Produce accurate content aligned with brand voice.
Everyone works from the same governed source of truth. The Assistant proactively flags inconsistencies before they spread.
At Hudson Valley Credit Union, employees saved thousands of minutes of manual work, accelerating onboarding and improving clarity. Across Posh clients, institutions report an average 12× ROI and $2,400 in annual value saved per user.
Why It Matters
Generative AI made information accessible. The gap is usability-turning policy into action without risking accuracy or control.
- AI that doesn't just chat-it collaborates.
- AI that doesn't just recall-it reasons.
- AI that doesn't replace judgment-it reinforces it with clarity, compliance, and confidence.
A New Layer in the Posh AI Ecosystem
This launch expands the Posh AI ecosystem, unifying intelligence, work, and knowledge under a governed framework. As AI agents progress toward executing structured workflows autonomously, Knowledge Assistant empowers employees to act more intelligently and compliantly right now.
"In banking, the work doesn't stop when you find the answer. You still have to apply it, write the email, explain the policy, update the form, or make the decision. Knowledge Assistant bridges that gap. It's where work actually gets done," said Karan Kashyap, Co-Founder and CEO.
"Clients don't want generic AI. They want something that understands the precision and risk of banking work," added Matt McEachern, Co-Founder and CTPO. "Knowledge Assistant was built for exactly that-AI that supports every employee, in every department, with answers they can trust."
What to Do Next
If you lead operations, risk, or service teams, map the workflows where search ends and work begins: policy explanations, contract comparisons, benefits updates, branch procedures. Pilot there. Measure time saved, error rates, and consistency across channels.
Set the guardrails up front: define your source of truth, access controls, audit logs, and escalation paths. Validate explainability before scale.
Learn more: Explore the product and ecosystem at posh.ai. For finance teams building AI capability, here's a curated list of AI tools for finance.
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