Every leader in banking and credit unions faces the same challenge: how to do more with less while maintaining the high-trust relationships that are the foundation of our industry. With the rise of AI, a new answer is emerging. It's not just about cutting costs—it's about creating a new, dynamic workforce.
This session, led by James White, Principal Technology Strategist at Engage FI, will show you how to leverage AI and automation to unlock the full potential of your team. We'll explore how leaders can go beyond simply improving efficiency in the contact center and strategically repurpose, reskill, and reinvest your employees across the entire organization. Learn how to transform your branches, empower your frontline staff, and boost performance in areas like loan conversions and outbound sales.
Join James White to discover a new way of thinking about your most valuable asset—your people—and leave with a clear roadmap for building a more efficient and impactful institution.