What You'll Learn
From Data to Member Delight: How Credit Unions Can Use AI to Streamline Operations
See how AI can help credit unions reduce complexity, boost compliance, and create more meaningful member experiences.
Credit unions are under pressure to do more with less—balancing rising member expectations, regulatory requirements, and operational challenges. Too often, fragmented data and manual processes hold back innovation and efficiency.
This 45-minute webinar will explore how AI, powered by Microsoft Azure and Copilot, can help credit unions streamline tasks, unify data, and unlock new opportunities for member engagement and growth. The focus is not on technology features, but on tangible business outcomes that matter to your teams, from frontline member service to marketing, operations, and compliance.
Showcasing Real-World Use Cases
Break down silos by modernizing your data estate
Unlock growth opportunities with cross-sell and up-sell capabilities powered by AI
Simplify daily work for loan officers, marketers, and service teams with Copilot
Deliver personalized experiences with AI-powered CRM and marketing insights
Strengthen compliance and reporting through automation and connected data
Watch Now
Who Should Watch:
- CIOs, CTOs, IT Directors, Heads of Data
- Heads of Risk, Compliance, and Governance
- Operations and Transformation Leaders
- Heads of Member Experience, Marketing, Service, Chief Sales Officers
How to Watch: To watch the recording in full-screen mode, click on the icon in the lower right corner of the presentation after the video begins.
Your Speakers
Jonathan Tripple, HSO
Microsoft Cloud Specialist, Financial Services
Ted Steffner, HSO
Sr. Account Executive, Financial Services
Mike Hammons, HSO
Senior Functional Solution Architect
Jared Cadahia, Microsoft
Cloud & AI Accelerate Specialist
Mayka Thao, TruStone Financial Credit Union
SVP/IT Development, Global Planning & Delivery
Small steps with AI today create lasting loyalty tomorrow.
AI Briefing for Credit Unions: Work with industry experts to plan your AI journey
With HSO's AI Briefing, our business and AI experts will:
- Provide you with a better understanding of AI in Credit Unions
- Discuss the advantages and benefits of AI adoption
- Compare different types of AI
- Compare different use cases and their relative value to your business
- Determine where you are on the AI "maturity scale“
- How to get started with Microsoft AI
