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Webinar

Unlocking Institutional Knowledge with AI

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December 11, 2025

3:00PM ET/12:00PM PT

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Description

Join this 30-minute live session to see how financial institutions are using AI to turn hidden expertise into faster service, stronger compliance, and lower operational risk.

Our CEO, Pete Lunenfeld, will lead an insightful conversation with Peter Bullard, CEO of Credit Union of the Rockies to gain real-life perspective on adopting AI solutions. 

What You’ll Hear

• The problems Peter hoped AI could solve

• Why knowledge management is a challenge for financial institutions

• The realities of implementation

• The impact on staff and service speed

• Practical advice for leaders considering AI

Speakers

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Peter Bullard

President & CEO

Credit Union of the Rockies

Pete Lunenfeld

Pete Lunenfeld

President & CEO

CurrentWave AI

Learn more about how we can supercharge your CX teams

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