Why AI, why now: Practical AI use cases for better member, agent and management outcomes

The gap between big banks and credit unions is widening, driven by a 40% surge in digital account openings at major institutions. To survive, credit unions must move beyond simple chatbots and embrace a unified AI strategy.

In this strategic session, TTEC Digital’s CX and product leaders break down why AI is no longer a luxury — it’s a survival requirement. Discover how to turn your core data into a conversational engine that serves members 24/7, reduces agent burnout and delivers an ROI in under a year.

Meet the panel:

  • Sue Hodson, Executive Director of Digital Sales, TTEC Digital
  • Cliff Martin, Executive Director of CX Transformation, TTEC Digital
  • Michael Schrole, Director of Product Management, TTEC Digital

What you’ll learn:

  • The difference between traditional deterministic bots and the new agentic AI that can actually execute tasks within your core system.
  • Data behind the breakeven point and why waiting until next year creates an insurmountable opportunity cost.
  • Why your knowledge base is the single most important investment you can make today to prepare for AI.
  • How to build an AI gas pedal that drives adoption while keeping human oversight on critical financial decisions.

Watch the session:

Go beyond the chatbot.

Discover how to integrate AI across your entire service ecosystem — from internal staff workflows to complex member financial milestones — in our featured session on CUTimes.com.

Watch the webinar
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Artificial intelligence
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