Session Description

AI isn’t a futuristic concept; it’s a practical solution that credit unions can use today to solve real problems. From managing call volumes to improving the employee experience, AI is reshaping how institutions serve their members.

Posh CEO and Co-founder Karan Kashyap will share a front-line view of how credit unions deploy AI to drive meaningful impact, not just efficiency. Drawing from firsthand examples and industry trends, Karan will outline how leaders can take a practical, phased approach to AI adoption that fits their strategy, culture, and size.

Whether you’re exploring AI for the first time or refining your digital member experience, this session will offer insights to help you move forward confidently, with a focus on control, trust, and tangible results.


Key Takeaways

  • Understand how AI can support both service teams and digital self-service goals
  • Learn the difference between “plug-in” AI and purpose-built solutions
  • Hear real examples from credit unions that started small and scaled with success
  • Understand what to look for in AI partners and platforms and how choosing the right AI solutions is critical to reach long-term goals


Audience/Content Track

  • Department Heads
  • Functional Leaders
  • Employee Department
  • Executives
  • Human Resources
  • 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 1:30 pm — 2:30 pm

Location

OR Convention Center
A105-106

Speakers

Karan Kashyup
CEO and Co-Founder

Sponsors