Tech Drive: AI and Automation Supercharging Credit Union Innovation

8.45 am to 10.15 am CT,
21 February 2024

Automated Operations

Automate manual tasks, eliminate errors and allow strategic allocation of the workforce.

Seamless onboarding and KYC (Know Your Customer)

Reduces the need for physical documentation and ensures compliance with regulatory requirements.

Robo advisors for Investment and wealth management

Create varied investment portfolios customized to individual risk preferences and financial goals.

Credit scoring and risk assessment

Enables banks to make more accurate lending decisions, extending credit to a wider range of customers.

Personalized recommendations

Improves customer satisfaction and drives cross-selling and upselling opportunities.

Enhanced customer service

AI chatbots in retail banking offer 24/7 assistance with inquiries and transactions.

AI-powered communication tools enhance engagement through targeted messages and alerts, keeping customers informed and satisfied.

Banks and credit unions that deploy AI wisely will see a 14% increase in jobs.

Elevated member experience

Complex pattern recognition

Simplified underwriting procedures

Enhanced and faster credit and lending decisions

Personalize calls

Highly targeted marketing campaigns

Exclusive Partners & Sponsors

Knowledge & Innovation Partner

Technology Partner


21 February 2024 (08.45 am to 10.15 am CT)
08:45 am
Aganda 1

Introduction of Speakers

Nitin Naveen, Vice president-Innovation Strategy, AICorespot


08:50 am
Aganda 6

Credit Unions at the forefront: AI and Automation driving innovation.

Panel Discussion
Yuvaraj Mohan, AVP – BFI, InfoVision (Moderator) 
– Zack Protogeros, Sr. Director Advanced Analytics, Enterprise Data & Analytics Center of Excellence, First Tech Federal Credit Union
– Himanshu Shah, Senior Director – Data, Analytics & AI/ML, Edelman Financial Engines
– Laura Moore, Vice President of Technology Engineering, Global Credit Union


10:10 am
Aganda 1

Thank you note and conclusion of event

-by Nitin Naveen, Vice president-Innovation Strategy, AICorespot