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

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Our CEO, Pete Lunenfeld, will lead an insightful conversation with Geoff Shimp, VP of Technology at StagePoint Federal Credit Union to gain real-life perspective on adopting AI solutions. 

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What You’ll Hear

• Why knowledge management is a challenge for financial institutions

• The realities of implementation and roll-out

• How to address security and privacy concerns

• How SharePoint integration supercharges your knowledge base

• The impact on staff and service speed