Posh Turns Knowledge Into Action with Next-Generation AI Workspace for Financial Institutions

AI-powered workspace transforms how financial institutions turn knowledge into action.

BOSTON--(BUSINESS WIRE)--In an industry where precision and compliance leave little room for error, banking employees spend countless hours searching, clarifying, analyzing, and rewriting the same information over and over. Today, Posh AI, the leader in conversational and agentic AI for financial institutions, announced the next generation of its Knowledge Assistant, transforming from an AI-powered tool for semantic search into an AI-native workspace for agentic action.

For years, financial institutions have invested in knowledge bases, intranets, and chat tools that could retrieve information but struggled to do much with them. The result was an illusion of productivity: quick keyword-based replies that rarely solved the full (or real) problem. The new Knowledge Assistant changes that equation. It's a secure, auditable AI workspace designed specifically for financial institutions where employees can summarize, reframe, draft, compare, make decisions, and execute actions all from a single, governed source of truth.

"In banking, the work doesn't stop when you find the answer," said Karan Kashyap, Co-Founder and CEO of Posh. "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."

From Search to Substance

The new Knowledge Assistant reflects a broader shift in enterprise AI: away from generic chat interfaces toward purpose-built, governed workspaces that blend intelligence with accountability.

Real-world impact:

• When an employee asks about a new overdraft rule, they can instantly turn the policy into a compliant customer explanation
• When HR updates a benefits document, they can reframe it into employee-friendly language and push it across systems with confidence
• When a risk manager compares vendor contracts, they can highlight exceptions, draft a summary memo, and share it for leadership review, all in one place

Every interaction is grounded in verified institutional knowledge through Posh's Knowledge Management Studio (KMS), ensuring accuracy, compliance, and consistency across channels.

The Human Side of AI Work

Early clients describe the new Knowledge Assistant less as a bot and more as a colleague who is reliable, knowledgeable, and always ready to help.

Unlike most AI tools built for a single department, Knowledge Assistant is universal by design, adapting to how every team works:

• Frontline and branch teams clarify procedures and respond confidently to customers
• Loan officers interpret requirements and move applications forward safely
• IT and operations staff summarize incident logs and compare configurations
• HR and training teams reframe complex policies into simple, shareable takeaways
• Risk and compliance officers analyze contracts and ensure audit readiness
• Marketing teams generate clear, accurate content aligned with brand voice

Across the institution, every employee accesses the same governed source of truth with the Assistant proactively flagging inconsistencies or conflicting guidance before they spread. AI works for everyone, and everyone works from the same knowledge.

At Hudson Valley Credit Union, the Assistant helped employees save thousands of minutes of manual work, accelerating onboarding, improving communication clarity, and freeing teams to focus on member experience. Across Posh clients, institutions report an average 12× ROI and $2,400 annual value saved per user.

"Our 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. Knowledge Assistant was built for exactly that, AI that supports every employee, in every department, with answers they can trust."

A New Layer in the Posh AI Ecosystem

This launch marks the continued expansion of the Posh AI ecosystem, Posh’s unified environment for safe, explainable, and enterprise-grade AI in financial services. Building on ongoing advancements in workflow orchestration, reasoning, and knowledge management, the ecosystem connects how intelligence, work, and knowledge come together under one governed framework. As Posh advances tools that will enable AI agents to autonomously execute structured workflows, Knowledge Assistant empowers employees to work more intelligently and compliantly.

Why It Matters

The banking workforce is at a turning point. Generative AI has made information accessible, but not always usable. What financial institutions need now isn’t just faster answers, they need the ability for employees across the institution to act with greater clarity and confidence.

Knowledge Assistant is designed for that moment:

• 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

About Posh AI

Posh AI builds trusted AI products for banks and credit unions, combining deep financial expertise with secure, compliant technology. With more than 125 financial institution clients and 300 deployments, Posh powers the future of banking through conversational and agentic AI built on governance, reasoning, and control.

Learn more at www.posh.ai.