Posh AI unveiled an upgraded Knowledge Assistant that moves beyond semantic search to become an AI-native workspace tailored for banks and other financial firms. The platform is designed to help employees not only find information, but also act on it—drafting communications, reframing policies, comparing documents, and executing follow-up tasks from a single, governed source of truth. Clients report an average 12× ROI and roughly $2,400 in annual value saved per user.
“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.”
Posh positions the Assistant as a secure, auditable workspace that ties every output to verified institutional knowledge via its Knowledge Management Studio (KMS), helping ensure compliance and consistency across teams. The product reflects a broader enterprise trend: moving away from one-off chatbots toward domain-specific, accountable AI that supports task completion.
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Practical use cases include turning regulatory changes into compliant customer explanations, converting benefits language into employee-friendly summaries and pushing updates across systems, and enabling risk teams to flag contract exceptions, draft executive memos, and route items for review — all within the same environment. The Assistant adapts to the needs of frontline staff, loan officers, IT, HR, compliance, and marketing, proactively surfacing conflicting guidance before it proliferates.
Early adopters such as Hudson Valley Credit Union say the tool has reduced manual work dramatically, speeding onboarding and improving clarity in member communications. Posh co-founder Matt McEachern emphasized the platform’s industry focus: “Our clients don’t want generic AI… Knowledge Assistant was built for exactly that, AI that supports every employee, in every department, with answers they can trust.”
The release extends Posh’s broader AI ecosystem, pairing knowledge management with workflow orchestration and guarded reasoning as the company advances toward agentic features that can execute structured tasks autonomously while preserving governance and auditability.
