Posh Turns Knowledge Into Action: An AI Workspace Built for Financial Institutions
Bank employees don't need faster answers. They need the right action, taken the right way, the first time. Posh AI's next generation Knowledge Assistant shifts from simple semantic search to a secure AI workspace where work actually gets done.
Instead of bouncing between intranets, policy PDFs, and chat tools, teams can summarize, reframe, draft, compare, decide, and execute from a single, governed source of truth. That means fewer cycles wasted, fewer errors, and clearer outcomes across the institution.
From Search to Substance
Most tools retrieve information. This one applies it. The Knowledge Assistant blends intelligence with accountability so you can move from "found the answer" to "completed the task" without leaving the workspace.
"In banking, the work doesn't stop when you find the answer," said Karan Kashyap, Co-Founder and CEO of Posh. "Knowledge Assistant bridges that gap. It's where work actually gets done."
- Policy to customer-ready: Turn a new overdraft rule into a compliant, plain-language explanation instantly.
- HR to distribution: Reframe benefits updates for employees and push across systems with confidence.
- Risk to decision: Compare vendor contracts, flag exceptions, draft a summary memo, and share for leadership review in one place.
Every interaction is grounded in verified institutional knowledge via Posh's Knowledge Management Studio (KMS). You get accuracy, consistency, and auditability across channels.
The Human Side of AI Work
Clients describe the Assistant less like a bot and more like a reliable teammate. It adapts to how each function works, without fragmenting knowledge across silos.
- Frontline and branches: Clarify procedures and respond confidently to customers.
- Lending: Interpret requirements and move applications forward safely.
- IT and operations: Summarize incident logs and compare configurations.
- HR and training: Reframe complex policies into simple, shareable takeaways.
- Risk and compliance: Analyze contracts and stay audit-ready.
- Marketing: Generate clear, accurate content aligned with brand voice.
The Assistant proactively flags inconsistencies or conflicting guidance before they spread. Everyone works from the same governed source of truth.
Measured Outcomes, Not Hype
At Hudson Valley Credit Union, employees saved thousands of minutes of manual work, accelerating onboarding and improving clarity of communication. Across Posh clients, institutions report an average 12× ROI and $2,400 in annual value saved per user.
"Clients don't want generic AI," said Matt McEachern, Co-Founder and CTPO at Posh. "They want something that understands the precision and risk of banking work."
A New Layer in the Posh AI Ecosystem
This launch expands Posh's unified environment for safe, explainable, enterprise-grade AI in financial services. It connects intelligence, work, and knowledge under a governed framework with advances in workflow orchestration, reasoning, and knowledge management.
As Posh moves toward agents that can autonomously execute structured workflows, the Knowledge Assistant helps employees act more intelligently and compliantly right now.
Why This Matters for Finance Leaders
- AI that doesn't just chat - it collaborates across tasks and teams.
- AI that doesn't just recall - it reasons, applies policy, and produces deliverables.
- AI that doesn't replace judgment - it reinforces it with clarity, compliance, and confidence.
Practical Next Steps to Capture Value
- Identify three high-value workflows with policy friction (e.g., fees, disclosures, vendor reviews).
- Centralize approved content in a governed KMS; define ownership and refresh cadences.
- Set role-based access, escalation paths, and audit logging from day one.
- Pilot with cross-functional users; measure handle time, error rates, and downstream rework.
- Integrate where work happens (email, CRM, ticketing) so outputs flow into execution.
- Train teams on prompts, compliance guardrails, and when to escalate to human review.
- Operationalize a monthly model/prompt/knowledge review to keep outputs aligned with policy.
To explore the product and governance model, visit Posh AI. For the official announcement, see the Business Wire release.
If you're upskilling teams on AI in finance, this curated list can help: AI tools for finance.
Your membership also unlocks:
