There’s no need to visit the website or reach out to your call center. If users have trouble checking a balance, making a payment, or transferring funds, this AI assistant helps with a simple conversation. To get the most out of online banking, customers just have to ask a question.
Want to get something done? Just ask. Your Digital Banking 360 brings a conversational interface to online banking, offering an approachable way to complete common transactions, access information, and more. Boost self-service success with in-portal chat assistance.
Answer common questions inside your customer portal. Digital Banking 360 supports more than 140 banking conversations out of the box—and you can add custom topics at will.
Digital Banking 360 is AI trained on the language of banking and optimized for banks and credit unions. It understands what your customers say, regardless of phrasing.
Digital Banking 360 knows your customer. Once a user logs into online banking, there’s no need to re-authenticate—even if the chat escalates to a live agent.
Most chatbots aren’t built for online and mobile banking environments, which can lead to frustrations for your customers. After all, “check my balance" has a clear meaning in a banking chat—but an entirely different meaning on a gymnastics website. Chatbots get around this issue by defining simple rules and sticking to them, not by analyzing user intent.
Posh's Digital Banking 360 is different. It automates self-service interactions, from describing your services to paying a credit card bill—all through chat.
Is your institution prepared for the future of banking communications?
With Posh, the answer is yes. Your Digital Banking Assistant creates a secure connection to your core banking system, preparing you for the next wave of digital customer service. By introducing a Digital Banking 360 today, you’ll be ready to deliver automated personal advice and other advanced functions the instant they’re available—instead of trying to catch up with the competition.
Some conversations require the human touch. Digital Banking Assistants deliver chats to live agents with Intelligent Routing technology, matching customers to agents perfectly. They pre-authenticate users, identify the perfect specialist, and forward key data before routing—so agents can focus on outstanding customer experiences.