
AI + Knowledge Management:
Webinar


The Key to Exceptional Member and Employee Experience

Wednesday, March 12, 2025

12:00 PM PT / 3:00 PM ET

Zoom/LinkedIn Live
Description
We’re excited to invite you to you to a fresh conversation on how AI-powered knowledge management can elevate member and employee experiences. You won’t want to miss this new success story!
Entrepreneur and senior business advisor Rick Cranston will lead an insightful discussion with:
• Tyler Valentine, President & CEO, StagePoint Federal Credit Union
• Pete Lunenfeld, President & CEO, CurrentWave AI
They’ll reveal how StagePoint’s AI-driven approach to knowledge management:
-
Preserves institutional expertise—even when key team members move on
-
Empowers employees to quickly find the answers they need, reducing stress and improving efficiency
-
Drives higher member satisfaction by delivering fast, accurate support
Why Attend?
• Real-World Results from StagePoint FCU
Get a behind-the-scenes look at how documented processes and quick access to information can positively transform member service and employee satisfaction.
• Learn How AI Enhances Knowledge Management
Discover how AI helps teams quickly find answers, reducing anxiety and improving efficiency.
• Practical Takeaways You Can Implement
Hear tangible strategies and success metrics that can help your own credit union or organization thrive.

Tyler Valentine
President & CEO
StagePoint Federal Credit Union

Pete Lunenfeld
President & CEO
CurrentWave AI

Rick Cranston
Senior Business Advisor
PivotAll-ID
Speakers
This is a prior event. Click on the thumbnail to view the recording.
Never miss an upcoming event by clicking here!
Upcoming Events
