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Kate Rogerson

The Difference Between AI that Answers and AI that Acts – and Why it Matters for Credit Unions
Members Public

A member calls to move money between accounts. Your AI answers. It tells her the balance. It confirms that yes, transfers are something the credit union offers. It suggests she log into online…

Kate Rogerson
Agentic AI

How Agentic AI is Moving the Efficiency Ratio for Credit Unions
Members Public

In a CUInsight webinar featuring Navigator Credit Union and Red Rocks Credit Union, the conversation focused on what AI in the contact center looks like in production—not in pilots or theory, but at…

Kate Rogerson
Agentic AI

How Agentic AI Helps Resolve Delinquency Earlier (Without Burning Trust)
Members Public

Collections officers at credit unions and community banks live in a constant balancing act: cure delinquency early enough to protect the portfolio, but do it in a way that protects the relationship. The…

Kate Rogerson
Agentic AI

From Automation to Autonomy: How Agentic AI Represents a Complete Shift in Service Operations
Members Public

The first wave of AI in banking was built around automation. Its goal was straightforward: reduce manual workload, streamline repetitive tasks, and improve efficiency inside the contact center. For credit unions and community…

Kate Rogerson
Agentic AI

How AI Helps Credit Unions Stay Personal at Scale
Members Public

Credit unions have always differentiated on relationships. Personal service isn’t a marketing message – it’s an operating model rooted in trust, familiarity, and community presence. But maintaining that model is becoming more difficult….

Kate Rogerson
Agentic AI

How AI Helped Securityplus FCU Prioritize Frontline Work
Members Public

Securityplus Federal Credit Union took a practical approach to AI. As contact center demand increased, leadership focused on a simple question: which work truly requires a human, and which does not? By using…

Kate Rogerson
AI Banking

Why Older Credit Union Members are Ready for AI
Members Public

There’s a long-standing assumption in financial services that AI is “for younger generations” – that older members are resistant to new technology and prefer traditional, human-only service models. But real-world adoption is beginning…

Kate Rogerson
AI Banking

Why ‘We’re Not Ready Yet’ No Longer Cuts it in 2026’s AI Landscape
Members Public

In 2026, saying “We’re not ready for AI” is like saying “We don’t need the internet” in 2000. It’s not a strategic stance – it’s a signal that the world is moving faster…

Kate Rogerson
AI Banking