Our CEO Pete Lunenfeld hosts a 30-minute fireside chat with and Geoff Shimp, VP of Technology at StagePoint Credit Union. Hear an IT perspective on how financial institutions are using AI to turn hidden expertise into faster service, stronger compliance, and lower operational risk.

A 30-minute fireside chat with our CEO Pete Lunenfeld and Christopher Moss, CEO at Volt Credit Union, featuring a special CEO perspective on how financial institutions are using AI-driven knowledge management to deliver faster service, strengthen compliance, and lower operational risk.

Discover in this webinar how banks and financial institutions are using AI to improve efficiency, strengthen compliance, and deliver better customer experiences, without a major technology overhaul. Organizations lose valuable time and introduce unnecessary risk when employees spend minutes searching for the right policy, procedure, or document. That hidden cost adds up, slowing operations, creating compliance exposure, and frustrating both employees and customers. ​ In this 30-minute session designed exclusively for bank leaders, you’ll see how AI can make institutional knowledge instantly accessible, consistently applied, and easy to manage.