Webinar On-demand
The Community FI of the Future:
AI, Integration, and what It actually takes to succeed
AI readiness isn't about AI. The models have already converged. The credit unions and community banks that win the next decade won't be the ones with the cleverest tools. They'll be the ones that built the right foundation underneath: connected systems, data you can use in real time, and every action logged, tracked and governed.
In 60 minutes, we'll cut through the hype and focus on the foundation that makes your institution AI-ready, AI-safe, and uniquely positioned to deliver what no megabank can replicate.
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Key takeaways
Foundation over magic
AI won't fix broken underlying processes; success starts with clear business intent ("finding your why") before buying tools
Real-time data is required
AI agents cannot act safely without replacing slow, legacy batch processing with clean, real-time, API-first data access
AI-ready means AI-safe
Treat AI like a new employee—apply familiar access controls, logging, and data boundaries instead waiting on regulators
Focus on specialisation
Modernising your stack lets you automate manual tasks (like document QC) and launch localised products that drive growth
Speakers
One point of view is never enough. You'll get the whole picture: the strategist, the technologist and the practitioner, together.
Amber Harsin
VP of Credit Unions
Mambu
(The strategy and member-experience view:
turning organisational readiness into targeted growth)
David Wexler
CEO
PortX
(The technology and architecture view:
building an AI-native, API-first foundation that scales)
Jason Tilley
CIO
First Advantage FCU
(The practitioner view: driving core modernisation and execution from inside the credit union)
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