Event Profile

Community banks are exploring AI tools such as Microsoft Copilot and ChatGPT, but many bankers are unsure about how to use them beyond basic tasks. This session helps bridge the gap between experimentation and practical implementation by examining how AI can support everyday banking activities while maintaining responsible and effective use.

Participants explore real-world use cases that progress from simple productivity enhancements to more impactful banking applications. The session also addresses effective prompting techniques, output validation, risk considerations, and best practices for incorporating AI into daily workflows. Designed to be highly interactive, the program will conclude with dedicated time for questions, and exploration of opportunities where AI may enhance efficiency, decision-making, and customer service within community banks.

Learning Objectives:

• Apply generative AI tools to streamline everyday banking tasks.
• Expand AI use beyond basic tasks to enhance workflow efficiency and productivity.
• Identify opportunities to create value with AI across individual roles and banking operations.
• Write effective prompts to generate accurate, relevant, and actionable outputs.

Duration: 90-minutes

Presented live and recorded on 12/01/26.