Field Research

    Real deployments. Analyzed to show what governance should look like.

    Independent executive briefings on publicly announced Generative AI deployments at community banks and credit unions. We do not govern these programs — we study them to translate what examiners will look for into a repeatable governance framework.

    Latest briefing

    Bank Ready AI creates a Governed Knowledge Assistant — Case Study #2

    Community Finance AI Adoption

    Case Study #2 – From Source Documents to a Governed Knowledge Assistant

    First Heritage FCU deployed Posh’s Knowledge Assistant to give frontline and contact-center staff instant, source-linked access to current policy and product knowledge — a widespread, commoditizing use case where the differentiation is not the technology, but the governance and ground-truth work that produce examiner-ready evidence as a byproduct of the build.

    First Heritage Federal Credit UnionNCUA (Charter #9604)Vendor: Posh AI
    Alex ZaboliJune 26, 202625 min read
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    The next step

    Turn these lessons into a governed build at your institution.

    A complimentary 20-minute go/no-go call with Alex Zaboli to discuss one AI use case and make a preliminary decision on the next step: explore further, gather more information, or pause. This is not a conclusive feasibility assessment; technical, operational, and governance diligence is required before an implementation decision.

    Microsoft Bookings lets you book as a guest — no Microsoft account is required.