Course Description
Format: Full day (6–7 hours) | Audience: Credit union employees (all levels)
AI is changing how financial services work. Credit unions that move early will serve members faster, cut admin time and make sharper decisions, without losing the personal touch that sets them apart.
This hands-on workshop gives your team a clear, practical framework to use AI in daily work. Built around five pillars – People, Process, Platforms, Data and Products – it covers everything from writing simple prompts for member queries to using your own data as a competitive advantage.
No jargon. No theory-heavy slides. Your team will work through real credit union scenarios, leave with ready-to-use templates and know exactly what to do.
What Your Team Will Learn
1. Use AI with Confidence
Write effective prompts for everyday tasks (e.g. member queries, emails, notes and reports), using shared templates and safe practice sessions. Gain a clear understanding of what AI is, how tools like ChatGPT and Microsoft Copilot work, and why it matters for credit unions right now.
2. Speed Up Key Processes
Apply AI to common workflows. e.g. loan checks, forms, document summaries, meeting notes and reports. See how days of work become minutes.
3. Use Approved Tools Safely
Know which AI platforms are approved, how they fit into existing systems (email, docs, CRM, core banking) and how to stay compliant. Understand and manage risks like bias, hallucinations and data privacy, with clear ethical guidelines for AI use in your credit union.
4. Work Smarter with Your Data
Understand how internal policies, FAQs and member insights connect to AI tools, with strong privacy controls and data quality standards in place.
5. Improve the Member Experience
Support faster loan decisions, clearer communications, personalised outreach and smarter service journeys. Compete on speed, not size.
6. Build an AI Action Plan
Create a practical strategy for safely introducing and scaling AI in your department or credit union with quick wins you can act on straight away.
What You’ll Take Away
- A 5-pillar AI readiness scorecard for your credit union.
- Shared prompt templates you can use immediately.
- A clear action plan with quick wins and 90-day goals.
- A security and compliance checklist for approved AI tools.
Who Should Attend
This workshop is designed for all credit union staff; no technical background needed.
- Front-Line Teams: Member Services Representatives, Loan Officers, Tellers.
- Leadership and Management: Branch Managers, Department Heads, Assistant Managers.
- Support amd Operations: Marketing, HR, Compliance & Risk, Operations.
- Innovation Champions: Anyone ready to bring AI tools into their daily work.
What to Bring
- A fully charged laptop or tablet with internet access.
- A free ChatGPT/OpenAI account or Microsoft account (for Copilot access). Simple setup instructions will be sent before the course.