Posh

AI in Banking isn’t just hype—it’s happening. And Posh is helping lead the conversation. We’re honored to be invited to speak at Tech Talk South 2025 hosted by the Community Bankers Association of Georgia. This is just one of many events where Posh is asked to share our perspective on the future of AI in banking. From executive roundtables to industry innovation summits, organizations are turning to Posh for guidance on how to design an AI roadmap that aligns with their customer needs, internal capabilities, and pace of change. As a trusted AI partner to banks and credit unions across the country, we don’t just talk about innovation—we help institutions implement it. If you’d like to schedule an AI Advisory Session with our team, connect with us here: https://hubs.ly/Q03dw3130 Let’s build a smarter, more human banking experience—together. #AIinBanking #Fintech #BankInnovation #TechTalkSouth #PoshAI

Last week, I had the chance to keynote at the SymCentral conference, right near my hometown of Frisco (in Allen TX)! The audience leaned technical (given it's a core banking system user group event) and in my conversations afterward, one thing stood out: ???? AI still feels overwhelming, even for the technical folks ???? Every financial institution knows they need it but most aren’t sure where to begin. The smartest teams keep it simple. They don’t try to reinvent the wheel. They focus on three things: 1?? Solve a real problem, not an “AI problem.” Start where the friction is highest: overwhelmed support teams, internal knowledge gaps, manual workflows. AI creates value when it removes pain and/or frees up your humans to do what they do best. 2?? Prioritize implementation, not invention. Most FIs shouldn't pivot to become tech companies and build AI products in house (or at least be very thoughtful before trying). Even JPMorgan didn’t train their own models. They applied what already worked. Community FIs should do the same: work with proven tech and trusted partners, focus on fit and execution. 3?? Drive adoption, not just deployment. Projects fail when people don’t use the tool(s), and AI is no exception. Train teams. Build trust. Make it the easiest option, not the fanciest one. Like with any other software initiative, AI isn’t a launch-and-leave... it’s a long game of integration and iteration. Maintaining something for the long haul is often harder and more daunting than building a prototype the first time. Anyway, appreciate the warm welcome from the SymCentral crew and the great convos with folks throughout. Look forward to speaking at SymEast and SymWest in the coming weeks too!

Meet us at the National Credit Union Collections Alliance (NCUCA) Alliance to see how AI is making an impact across the credit union ecosystem. We’re sharing real-world strategies on how credit unions can use AI to elevate member experiences and drive smarter operations. General Session | Wednesday, March 26 | 1:10–2:00pm “Generative AI in Credit Unions: Promises, Pitfalls, and Potential” Join our CEO, Karan Kashyap, for a deep dive into how credit unions can responsibly harness generative AI to transform member service, boost efficiency, and navigate the evolving AI landscape. Roundtable | Thursday, March 27 “Starting the AI Journey: Tailored Strategies for Credit Unions” Catch Kathy Sianis, VP of Strategic Relationships at Posh, for an interactive roundtable on adopting AI that aligns with your institution’s goals, risk appetite, and vision for the future. Want to connect 1:1? Schedule time with Karan or Kathy during the event to dive deeper into your credit union’s AI strategy. Whether you're exploring what's possible or ready to scale, we’d love to talk. DM us or email [email protected] to lock in a time. Let’s shape the future—together. #CreditUnions #GenerativeAI #AIinBanking #CUEvents #PoshAI #ResponsibleAI #Fintech #MemberExperience #CreditUnionInnovation

?? Kicking Off 2025 with Big Wins! ?? 2025 has started off with incredible momentum for Posh! We are thrilled to announce that we've been honored with multiple recognitions, including The Top Startups to Watch, The Banker’s Choice Award, and most recently, the Fintech Breakthrough Banking Innovation Award. These accolades highlight the impact of our work and the incredible innovation happening in the fintech space. A huge thank you to our partner institutions for believing in our vision and growing with us. Your trust and collaboration make these achievements possible, and we’re excited for what’s ahead. Here's to a year filled with continued growth, innovation, and strengthening partnerships! ?? Learn more about the power of Posh AI here: https://hubs.ly/Q03cwSN50 #Growth #Fintech #Innovation #ICBA #FintechBreakthrough #AIinBanking

?? Big News! Posh Wins the 2025 FinTech Breakthrough Award! Innovation is at the heart of everything we do, and today, we’re thrilled to be recognized as the "Banking Innovation Award" winner in the 9th annual FinTech Breakthrough Awards! At Posh, we’re not just building technology—we’re shaping the future of finance by empowering financial institutions with intelligent, trusted solutions. This achievement is a testament to the passion of our team, the trust of our partners, and the relentless pursuit of innovation. A huge thank you to FinTech Breakthrough for this recognition. Here’s to redefining what’s possible in FinTech! Read more here: https://hubs.ly/Q03cw8nX0 #FinTechBreakthrough #BankingInnovation #FinTechAwards #PoshAI #FutureofFinance

The Posh team is ready to connect with you today at SymCentral! Curious about Posh AI and why now is the time to embrace it? Stop by Booth B3 in the Exhibit Hall to see what all the buzz is about! ?? Bonus Alert! Don’t miss our Co-founder & CEO, Karan Kashyap, delivering the closing keynote: ?? Wednesday, March 19th at 11:00 AM ?? Terrell Hall III ?? "Exploring Changing Member Expectations in the Age of Generative AI” Two incredible opportunities to discover how AI-driven solutions can transform your organization. We can’t wait to see you there! https://hubs.ly/Q03cm6pW0 #SymCentral #AIInnovation #GenerativeAI #FutureofFinance #Keynote #Networking

We're thrilled to announce that our Co-founder & CEO, Karan Kashyap, will be delivering the Closing Keynote Presentation at the SymCentral Users’ Conference this week! ?? Don’t miss his session: "Exploring Changing Member Expectations in the Age of Generative AI" on March 19th at 11:00 AM in Terrell Hall III. ?? Are you onsite today? Swing by Booth B3 in the Exhibit Hall tonight at 5 PM for the Vendor Reception! The Posh team is excited to meet you and chat all things AI. Looking forward to connecting with you in person! https://hubs.ly/Q03c45j_0 #SymCentral #AI #GenerativeAI #KeynoteSpeaker #Conference #TechInnovation

Big news! Posh is honored to be named the ICBA ThinkTECH Accelerator Banker's Choice Award Winner at ICBA LIVE 2025! ?? A huge thank you to ICBA for an incredible program, their continued support, and the dedication of their members to innovation in community banking. This partnership is just the beginning—we're excited for what’s ahead! Shoutout to our fellow fintechs in the ThinkTECH Accelerator! It’s been an amazing journey connecting, learning from each other, and seeing all the incredible solutions being built for community banks. The future of banking is bright, and we’re grateful to be part of this innovation journey! Read the Press Release here: https://hubs.ly/Q03bNpVg0 Want to see why Posh was named the Banker's Choice Winner? Click here to learn more! https://hubs.ly/Q03bN5-q0 #ICBAThinkTECH #CommunityBanking #AIInnovation #BankersChoiceAward #PoshAI

Excited to share Posh won the Banker's Choice Award, voted on by hundreds of community banks as the most promising solution at ICBA LIVE in Nashville! ?? I'm especially grateful for the past 10 weeks as part of the ICBA ThinkTECH cohort, meeting with dozens of community bank leaders who are both eager and cautious about beginning their AI journeys. From all my FI meetings this year, something sticks out to me though ?? several plan to build their own AI applications. In-house. It may seem like a strategic, even frugal move… until they realize what it actually takes in the long run: ?? It's more than just hiring capable engineers… ?? Operationalizing frontier AI models with a compliance-first mindset is more than just prompt design… ?? And let's not overlook the challenge of integrating with legacy banking systems, with latency considerations… JPMorgan recently announced an in-house AI application for 200K employees. Even with their resources, they chose to use off-the-shelf models vs. train their own foundational AI. They are taking a phased approach starting with modest internal use cases for 'AI exposure' and operational efficiency. They're bullish on how transformative AI will be across the bank, but they understand that 'banking AI is hard' Yet some mid-sized FIs, with a tiny fraction of JPM's budget and technical resources, decide to try building even more ambitious AI applications themselves. The reality? It's much harder than it seems ?? With software, and now especially with AI applications (and AI coding tools that make building MVPs much easier), we shouldn't underestimate total cost of ownership. People often focus on what's required to build a working product from 0 to 1, but don't realize what it takes to maintain a best-of-breed solution for the long haul. So here's what often happens ?? You invest months building something "good enough" internally, only to realize AI evolves so fast that within a few months, your solution has already fallen behind. Meanwhile your engineers, who were once excited about this project, have moved on to their next… leaving you with a tool that is now behind the curve, that no one truly owns. Suddenly, you're back at square one (not to mention the time and dollars spent) ??♂? And while that's happening... the FIs who partner with the right vendors (AI specialists who prioritize vertical depth not horizontal breadth) are already reaping the benefits of improved service, lower costs, scaled operations, and more personalized experiences ?? For most banks out there, it doesn't make sense to pivot to become AI companies. Instead, adopt AI solutions from the right partners, integrate AI seamlessly, and stay focused on the mission: being a great bank + best serving your communities ?? #AI isn't just a cool, short-term project to highlight on resumes. It's a long-term *strategy* that will shape the success of your organization. And the winners in #banking will be the ones who act accordingly.

ThinkTECH in an Instant Spotlight: Posh AI It’s the final day of ICBA ThinkTECH—don’t miss your chance to see why ICBA selected Posh to help community banks reimagine customer service with AI. Where: ThinkTECH Hub Stage When: 1:00PM – 1:20PM What: Posh AI ThinkTECH in an Instant featuring a live demo of Posh’s AI-powered solutions See firsthand how AI-powered banking is transforming customer and employee experiences. If you're at ICBA Live, stop by and discover how AI is driving efficiency and elevating service for community banks. Let’s shape the future of banking—see you there! #ICBALive #ICBAThinkTECH #BankingInnovation #AIforBanks #CommunityBanking