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Agentic AI

Unlocking the Future: Unleashing the Potential of Artificial Intelligence in Banking. Dive into the dynamic world of AI and its game-changing impact on the banking sector. From personalized customer experiences to fraud detection, witness how this groundbreaking technology is reshaping financial services for a smarter, more secure future.

Not All AI is Equal – A Framework for Evaluating Banking AI Agents
Members Public

For years, banks and credit unions have been promised “AI” that would transform service. But in reality, much of what’s been delivered are scripted bots in disguise. They look polished in a demo,…

Kate Rogerson
Agentic AI

AI for Credit Unions: What’s Hype vs What’s Working
Members Public

Ask ten vendors what AI will do for your credit union, and you’ll get ten different promises – most of them impossible. The truth? Some AI is already transforming how members experience their…

Jaimadhav Senapati
Agentic AI

5 Questions Banks and Credit Unions Should Ask Before Buying AI
Members Public

AI is no longer a “nice-to-have” in financial services. It’s quickly becoming the backbone of customer experience and operational efficiency. From automating routine interactions to detecting fraud, the opportunities are enormous. But rushing…

Jaimadhav Senapati
Agentic AI

AI in Banking 2025: What Every Credit Union Executive Needs to Know
Members Public

In 2025, AI isn’t just shaping the future of banking – it’s defining who wins in the market. For credit unions, staying competitive means more than keeping pace with digital trends. It requires…

Jaimadhav Senapati
Agentic AI

Advanced AI Chat: The Future of Digital Member & Customer Interaction
Members Public

AI Chat has evolved rapidly—from simple scripted bots that answered FAQs to intelligent, conversational systems that now rival human fluency. But the next leap is here: Advanced AI Chat, capable of not just…

Jack Chawla
Agentic AI
Re-thinking-Omni-Channel-Strategy-with-Latest-Advances-in-Generative-AI-and-Agentic-AI-blog_Mar-2025_v1

Re-thinking Omni-Channel Strategy with Latest Advances in Generative AI and Agentic AI
Members Public

In today’s fast-paced financial services landscape, credit unions and community banks face a dual challenge: delivering exceptional customer experiences while keeping costs in check. Many institutions have adopted a multi-channel approach—chat, text, social…

Jack Chawla
Agentic AI

Agentic AI vs Generative AI: How Are They Different?
Members Public

Artificial intelligence has become a critical technology across almost every industry, powering groundbreaking advancements in efficiency, creativity, and automation. Among the many branches of AI, Agentic AI vs Generative AI stand out as…

Kate Rogerson
Agentic AI
Business professionals discussing with a robot icon about AI's impact on a future tech boom.

What Agentic AI Leaders are Saying About the Next $140bn Tech Boom
Members Public

In 2023, enterprise investment into Generative AI was projected at $16bn. By 2027, this investment is predicted to soar to over $140bn.  This trend is possibly not a surprise to many. 77% of…

Kate Rogerson
Agentic AI