Will Crosswell

AI is reshaping the financial services landscape, offering transformative opportunities for banks and credit unions– if there is the will, momentum, and cross-organization collaboration to put together the roadmap. In this fireside chat, Brandon McGee, Chief Digital Strategy Officer from A+ Federal Credit Union, will offer real-world insights on navigating the complexities of AI adoption. Attendees will learn about potential use cases for AI as well as considerations and strategic planning that can be used to align the organizational approach incorporating AI into your workflows, tools, and teams. The discussion will highlight examples of successful implementations, providing actionable frameworks for integrating AI into operations, digital platforms, and decision-making processes. Get insights into: 

• Identifying use cases where AI can be helpful to financial institutions  
• Developing an AI implementation strategy tailored to your institution's needs 
• Considering ethical implications in AI deployment, including data privacy, bias reduction, and more 
• Defining metrics to measure success in an experimental environment 

As the banking industry undergoes rapid transformation, the roles and skills required for branch staff are evolving at an unprecedented pace. This session will explore how banks and credit unions can prepare their workforce for the future by redefining traditional roles, creating new positions driven by technological advancements, and equipping employees with the skills needed to thrive in a hybrid, customer-centric environment. Drawing from real-world examples, this session will address the importance of fostering a culture of continuous learning and adaptability. Attendees will also learn how to: 

• Leverage modernized training tools, mentorship programs, and data-driven insights to empower employees while enhancing productivity and customer satisfaction 
• Retain skilled employees in an increasingly competitive market 
• Implement upskilling and reskilling programs tailored to branch staff needs 
• Foster a culture of continuous learning to stay ahead of industry needs