Digital Banking 360

Meet your Digital Banking Assistant

Online banking portals are your best bet for customer self-service, but they’re not perfect. Customers could use a hand navigating the system. Digital Banking 360 is always there to help—and will run the transaction themselves. It doesn’t matter if your customer’s not the most tech-forward person in the world. Help is just a sentence away.
   
Digital Banking 360 answers questions inside the online and mobile banking environments so there’s no need to visit the website or reach out to your contact 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.

Robust, resilient, and proactive security

Digital Banking 360 answers key customer questions inside the online banking environment

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.

Confidentiality, integrity, and availability

Banking self-service simplified

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.

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Smart

Ready for FAQs

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.

Intuitive

Banking-Specific AI

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.

Familiar

Single Sign-On Connections

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.

Chat support for mobile and online banking

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.

Prepare for the future of digital-first customer service

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.

Help live agents reach a higher level of service

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.

Digital Banking Assistants
create stronger online services.

Commonly asked questions are handled with ease

Our digital banking assistant can even complete transactions

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Another banking transaction goes about here if you want

Interactive Demo

Try the Digital Banking 360
with a personalized demo

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