Process Automation & Operations

Documented AI implementations for aI and RPA that automate repetitive banking operations — account servicing, regulatory reporting, reconciliation, and back-office processing. in banking, with reported results where available.

Posh AI

Conversational AI for banks and credit unions

Customer ServiceProcess Automation

Posh AI builds conversational AI solutions purpose-built for financial institutions, with deployments at community banks and credit unions across the US. Their virtual assistants handle inbound calls and digital inquiries, resolving routine service requests without human intervention. Published case studies include Citadel Credit Union ($660K saved annually, 1M+ calls handled, +6 NPS), Ion Bank, Camden National Bank, and Freedom First Credit Union ($225K saved, 25K calls/month automated).

Eltropy

AI-powered voice and digital communication platform for credit unions and community banks

Customer ServiceProcess Automation

Eltropy provides AI voice and chat solutions for credit unions and community banks, with a focus on contact center automation and member service. Published case studies include Cobalt Credit Union (83% AI voice containment rate) and TruStone Financial Credit Union (20% call volume reduction, 46% of conversations handled entirely by AI). Their platform combines conversational AI with voice biometrics, appointment scheduling, and deep core banking integrations.