Session Description

As financial services undergo rapid transformation, credit unions face a choice: innovate with emerging technologies or risk being left behind. In this third installment of their popular AI series at MAXX, Eltropy Co-founder & CEO Ashish Garg and Head of AI Saahil Kamath will demonstrate how conversations remain the heart of credit union success — and how AI can completely transform these interactions at every level.

Credit unions need concrete strategies that deliver real results without sacrificing personal connections. This session moves beyond theory to showcase implementations that enhance rather than replace the human touch that differentiates credit unions.

Building on their insights from previous years, this session will showcase a practical three-tier framework for implementing AI across your organization:

  • AI Agents: How autonomous AI systems can handle routine member inquiries across channels with 98% accuracy, enabling 24/7 service and boosting self-service rates by 30%
  • AI Assistants: How augmentation tools can empower your staff, reducing knowledge access time by 20x and increasing first-call resolution by 25%
  • AI Intelligence: How advanced analytics can provide unprecedented visibility into member interactions, reducing QA time by 90x and generating actionable insights for leadership


Key Takeaways

  • Learn how to implement AI that matches your credit union’s culture and service philosophy
  • Discover best practices for responsible AI adoption with appropriate guardrails
  • Hear real-world case studies showing measurable improvements in member experience and operational efficiency
  • Explore practical steps to get started on your AI journey, regardless of size or budget


Audience/Content Track

  • Board of Directors
  • CEOs
  • Department Heads
  • Executives
  • Functional Leaders
  • Innovation
  • Member Experience
  • Technology


CPE Credit Information

Information Technology: This field of study encompasses subjects related to information technology that include, but are not limited to, the following:

  • Artificial Intelligence
  • Blockchain
  • Cloud Computing
  • Computer Systems
  • Cyber Security

CPE Credit Offered: 1.0
Field of Study: Information Technology – Technical
Delivery Method: Group Live
Prerequisites: None

Event Date / Time

October 15th from 11 am — 12 pm

Location

OR Convention Center
C123-124

Speakers

Ashish Garg
Founder & CEO
Saahil Kamath
VP, Product

Sponsors