Callahan's Virtual Roundtable:
How Is AI Impacting MX?
Thursday, January 22 | 2:00 PM ET
Artificial intelligence is quickly moving from concept to capability across the member experience. For credit union leaders, the question is no longer whether AI will play a role, but how it can be applied in ways that support members, teams, and long-term strategy.
This virtual roundtable brings together peers to share how they are approaching AI today, from early experimentation to real-world application. In a small-group, peer-driven format, you will have space for candid discussion, practical insight, and honest conversation about what is working and what is not as AI becomes part of everyday operations.
This virtual roundtable brings together peers to share how they are approaching AI today, from early experimentation to real-world application. In a small-group, peer-driven format, you will have space for candid discussion, practical insight, and honest conversation about what is working and what is not as AI becomes part of everyday operations.
What's On the Agenda?
The agenda is driven by participants, ensuring the conversation stays practical and immediately applicable. Topics already on participants’ minds include:
- AI use cases in MX: Where are credit unions seeing early impact across service, marketing, lending, and digital channels?
- Personalization at scale: How is AI being used to deliver more relevant, timely member interactions?
- Efficiency and automation: Where can AI support staff and streamline workflows without sacrificing service quality?
- Governance and risk: How are teams approaching data quality, model oversight, compliance, and member trust?
- Buy vs. build decisions: How are credit unions evaluating vendors, tools, and internal capabilities?
Have a specific challenge or opportunity you want to explore? Let us know in advance.
Who Should Attend?
This roundtable is designed primarily for credit union leaders responsible for the member experience. Titles may include chief experience officer, vice president or director of member experience, or other leaders who play a key role in shaping how members interact with your credit union.
We understand that organizational structures vary across credit unions. If you are unsure whether this roundtable is the right fit, or who should attend, please reach out — we’re happy to help identify the best participant for your team.
To keep the discussion focused and productive, we ask that no more than two participants per credit union attend.
We understand that organizational structures vary across credit unions. If you are unsure whether this roundtable is the right fit, or who should attend, please reach out — we’re happy to help identify the best participant for your team.
To keep the discussion focused and productive, we ask that no more than two participants per credit union attend.
*Our roundtables are open to those with a subscription that contains roundtable access, and over 200m in assets.
Register Your Seat At The Table.
Keep Collaboration Going
Join us at our upcoming Member Experience Roundtable in Atlanta, GA.
There’s no substitute for the impactful discussions and inspiration that happen when like-minded leaders gather with a shared purpose. Our in-person roundtable events expand on virtual discussions by offering a full day for deeper conversations about the industry. Combined with an introductory happy hour and dinner the night before, attendees return to their organizations with invaluable insights and connections they can’t find elsewhere.
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