Resources
Talking,teaching,writing.
Where to find us, and what we've been working on.
Come find us in person.
We speak, exhibit, and sit on panels across the credit union and banking calendar. If you'd like us at your next event, we'd love to hear from you.
Watch a conversation.
Fireside chats with the credit union leaders using this every day, plus podcast appearances on where AI actually helps.
Podcast
Rethinking Knowledge Management in the Age of AI
CEO Pete Lunenfeld on The Work Intelligence Loop with Todd Michaud.
Podcast
Is AI the Greatest Innovation or the Biggest Threat?
Pete Lunenfeld on The Blueprint with Brad Rice.
Unlocking Institutional Knowledge with AI
Unlocking Institutional Knowledge with AI
Banking's "Forever Problem": Knowledge Management, Capture & Analysis
What we're thinking about.
Practical writing on knowledge management, AI in regulated environments, and the teams doing the work.
Why Knowledge Management Remains a Persistent Challenge for Banks
Speed and complexity overwhelm even the most experienced teams. Legacy systems and scattered documentation are the reason.
ReadHow Banks Are Using AI to Preserve Institutional Knowledge
As banks grow, institutional knowledge becomes harder to access, govern, and preserve. Here's how explainable AI changes that.
ReadCustomer Success Story: misterb&b
How a global travel platform reduced support response time to seconds across 200 countries and 50+ languages.
ReadCurrentWave AI × Credit Union of the Rockies
In most small and mid-sized credit unions, information lives everywhere: shared drives, emails, and the heads of your most experienced staff.
ReadFollow us on LinkedIn.
Conference recaps, product news, and notes from the road, posted as they happen.
Want us at your next event?
We speak on knowledge management, AI adoption, and what actually changes for front-line teams.