Restructuring Operations To Incorporate AI
Before getting started on executing your AI-centric strategy or initiatives, credit unions and community bankers must take a hard, honest look at their operations – and restructure them. AI and other new technologies can be used throughout the FI in any number of ways, from HR to customer service. However, doing so requires the ability for collaboration, orchestration, and proactivity - qualities that traditional operations and infrastructure are not built for.
This interactive and lively discussion, with fintech thought leaders Stessa Cohen and Jim Perry will answer:
Why deploying AI is not like deploying a new customer service solution.
Why AI agents require you to rethink your infrastructure & operational processes
What the strategic and quantifiable benefits FIs can gain from restructuring
How you can still start small to scale big
Speakers:
Stessa Cohen is an independent banking industry analyst and consultant. She's also a member of The Fintech Book Club. A former Gartner analyst, she is an internationally recognized expert on the digital transformation of the global banking industry. She provides strategic analysis, go-to-market and advisory services to financial institutions, fintechs, and investors.
Jim Perry is a senior strategist at Market Insights with more than two decades of experience advising community banks, credit unions, fintechs, and industry associations on growth strategy, consumer behavior, and the impact of technology on financial services. A trusted advisor to banks and credit unions coast to coast, Jim brings clarity to complex challenges, and a fresh perspective to conversations about growth, innovation, and relevance in a rapidly changing landscape. A frequent speaker and writer, he focuses on how demographic shifts, data, and emerging technologies, especially AI, are reshaping banking, payments, and the future of money.
Venue:
Bistro Perrier (4207 Walnut St, Philadelphia, PA 19104) is a classic French bistro at Walnut Hill College. Set inside a charming European courtyard, Bistro Perrier showcases traditional French fare and tableside service under the helm of Executive Chef Todd Braley. Bistro Pierre is the winner of a 2024 Diners’ Choice Award. Culinary and hospitality students prepare and serve our dinner.