AITrader

Elevate banking efficiency with 24/7 support from an AI Voice

Enhance contact center operations for your customers and employees using Posh's Voice Assistant powered by artificial intelligence. With 24/7 availability, you'll be able to elevate customer service by eliminating wait times, reducing abandonment rate, and the need for overflow and after-hours providers. Empower your agents to concentrate on high-value priorities and foster stronger customer relationships while Voice Assistant handles the rest.

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This AI assistant skillfully fields each customer query with automatic speech recognition

Customers call. When a customer calls into your bank, our voice AI assistant will step in to answer immediately. The conversational AI platform can handle hundreds of questions for any customer interaction, leveraging automatic speech recognition and natural language processing to deliver instantaneous, personalized customer service.

Authentication. For a conversation involving sensitive information, Posh Voice Assistant can authenticate users, with the option of using voice authentication for a more seamless experience. In the event that a human agent is required, it will route the call directly to the appropriate person with full context and a transcript of the call.

Customer data is saved. Gather valuable insights from every customer interaction — it’s all saved in the Posh Portal. You can use this information to design responses, flows, escalation, routing and more.

Effortless Call Handling

AI doesn’t replace your teams — it gives them the support and information they need to better leverage their talents. You have the right people; now, give them the right tools. Employee-assisted AI delivers instant answers during live interactions. This doesn’t just accelerate employee onboarding and training — it also frees up valuable time for deeper customer engagement and innovative business development.

Banking Made Easy

Go further with fewer resources. Build better customer relationships with less employee time. Reduce costs without cutting corners. It’s all possible with AI built for banking.At Posh, we've eliminated the need for third-party call centers, allowing us to effortlessly handle growing call volumes without the added expense of hiring extra staff. It’s just one way our Operational Excellence enables yours.

Seamless Integration

Meet our comprehensive voice AI banking concierge, available 24/7 with no wait time. Our AI can greet your customers, handle FAQs, provide seamless banking by phone, process transactions, and even verify customer identities autonomously. When live agent assistance is required, our intelligent routing technology efficiently directs calls to the appropriate destination, equipping agents with essential background information. This solution is tailored to suit your institution’s specific needs and customer preferences.

Your Unique Touch

Knowledge Assistant uses generative AI to significantly improve staff's ability to address any queries, provides easy review and management of gaps in knowledge, and shortens employee onboarding time. This centralized platform grants all employees access to knowledge, democratizing information and eliminating the risk of relying on key individuals. That means staff will no longer face challenging questions without immediate answers, eliminating accuracy issues, downstream impacts, and slow and potentially unsuccessful searches.

Insights at Your Fingertips

Discover the power of our AI-driven assistant specialized in banking. Automate your frontline customer service with our chatbot, equipped to handle customer inquiries 24/7 with intelligent hand-off to live agents when necessary. Our Digital Assistant can live on your website and within online and mobile banking. Built on the ability to answer over a thousand end-user inquiries, it efficiently addresses questions without human intervention. Better yet, we work with your existing solutions and partnerships to ensure website and mobile banking integrations are seamless.

Discover the benefits of virtual agents for banking

AITrader takes care of routine calls, freeing up agents to dedicate their attention to customers who need guidance from a financial institution. Our approach ensures ample time for complex situations, cultivating happy banking moments and fostering customer satisfaction.

65%

Customer Conversation Volume and Efficiency

Handle millions of calls (over 65% of conversations) without a live agent.

63%

Time and Cost Savings

Reduce the cost of overflow calls by 63%
Save thousands of hours spent on routine questions.

92%

Call Handling and Efficiency

Reduce speed to answer by 92%.
Reduce average handle time.
Reduce abandon rates by 93%.

Find out how conversational AI can improve your IVR, customer engagement and operational efficiency.

Supercharge Efficiency Through Automation

Say goodbye to long waits and expensive overflow centers. With your Voice Assistant, you'll breeze through customer calls, sharing important info with call center teams during escalations. Result? Faster service and cost savings.

Elevate Experiences for All

Get instant answers, 24/7! From branch hours to account balances, we're here with quick responses. Human call center staff can focus on more complex issues, armed with caller insights, for a better experience.

Rev Up Revenue with Smart Routing

Direct calls to the right experts, anytime, or schedule when needed. Plus, users get the scoop on awesome financial products. It's a win-win!

AITrader partners with telephony, call center, and core banking systems to ensure seamless
integrations

When you partner with us, we work with you and your existing solutions and partnerships. We follow a flexible process that prioritizes the way you work — and, when helpful, we also partner with System Integrators.

1

Planning

We learn how your institution works and what tooling or APIs may already be in place.

2

Implementation and Integrations Strategy

We work with your team to implement your chosen Posh solutions in a way that makes sense to you and your team.

3

Security Review

From network testing to SOC 2 compliance, Posh works closely with each client to address potential barriers.

4

Go Live!

With over 100 deployments already under our belt, our experts integrate with your systems while constantly communicating with your IT team or vendor.

5

Partnership for Life

As a Posh client, you'll benefit from unparalleled customer support through our ongoing Partnership for Life program. We will consistently offer feedback and make continuous improvements to optimize your product, ensuring it consistently delivers the best service and ROI.

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