How Artificial Intelligence Changes Member Service
On-Demand Webinar:
StreamedJul 18, 2025Duration90 minutes
- Unlimited & shareable access starting two business days after live stream
- Available on desktop, mobile & tablet devices 24/7
- Take-away toolkit
- Ability to download webinar video
- Presenter's contact info for questions
Can your financial institution continue to thrive without AI?
This
intro to AI will emphasize its impact on accountholder service and provide a
concrete checklist you can use to evaluate and implement
AI-supported member service. Attend this webinar and
don’t be left behind!
AFTER THIS
WEBINAR YOU’LL BE ABLE TO:
- Define artificial intelligence (AI)
- Identify an AI-solvable problem
- Explain potential risks and benefits of using AI for accountholder service
- Recommend best practices for evaluating an AI solution
WEBINAR DETAILS
This program will explain the increase in AI
performance, provide guidelines for identifying AI-solvable business problems,
present AI legal and reputation risks, make the argument for adopting AI for
member service, and provide actionable steps you can take to prepare. The
webinar presenter has implemented some of the first international multilingual
web surveys, holds patents with Microsoft and eBay, was recognized with the
Google Founders Award for the Chrome web browser, and trained Amazon executives
on applying AI. Member service is one of the first areas to be transformed by
AI. Come prepared to learn practical approaches and ask questions.
WHO SHOULD ATTEND?
This timely webinar will benefit teller managers, loan office
managers, portfolio managers, branch managers, member service leaders, and
legal counsel assigned to regulatory compliance.
TAKE-AWAY TOOLKIT
- Checklist for evaluating and implementing AI-supported member service
- Employee training log
- Interactive quiz
- PDF of slides and speaker’s contact info for follow-up questions
- Attendance certificate provided to self-report CE credits
NOTE: All materials are subject to copyright. Transmission, retransmission,
or republishing of any webinar to other institutions or those not employed by
your institution is prohibited. Print materials may be copied for eligible
participants only.
Presented By

VersionX
Other Webinars That Might Interest You

AI/ChatGPT, Email, Social, E-Collaboration, Web & Mobile Policies
by Nancy Flynn

Introduction to Call Reports: Overview, Focus & Internal Controls
by Stephen J.M. Schiltz

When a Business Owner Dies, Sells, or Delegates Authority
by Elizabeth Fast

Seven Keys to Effective Succession Planning
by Greyson Tuck

Harness the Power of AI in Your Marketing Strategy
by Eric C. Cook

Call Report Series

Common Mistakes in Consumer Collection
by David A. Reed

Taking the Mystery Out of Loan Stress Testing
by Robert L. Viering

ACH Disputes Part 2: Reg E vs. ACH Rules After 60 Days
by Emily Nelson

Changing or Closing Deposit Accounts for Consumers & Businesses
by Susan Costonis
© 2025 FINANCIAL EDUCATION & DEVELOPMENT, INC