How to Harness AI to Drive Efficiency and Member Satisfaction

Live Webinar:  March 5th | 2 PM EST

Produced and sponsored by: 


 

Driving operational efficiencies and improving member satisfaction are key priorities for nearly every financial institution.

Although they seem at odds, today's advanced technologies enable credit unions to achieve both.


When integrated into existing processes, AI and other technologies can simplify workflows, save costs, and deliver more personalized member interactions. In this webinar, you'll learn how to use these tools to eliminate inefficiencies and accelerate key processes, while strengthening member relationships.


Key Takeaways:
  • Streamline Operations: Discover how AI and automation can optimize back-office workflows.
  • Accelerate Lending: Learn about technologies that speed up loan processing and increase efficiencies.
  • Enhance Member Experiences: See how digital tools create personalized and engaging member journeys.
  • Ensure Robust Security: Understand advanced security measures to protect member data and build trust.
  • Integrate Seamlessly: Get tips on incorporating these technologies into your existing systems.

Join this webinar for insights you can use to drive operational efficiencies, while still
delivering a member experience that sets you apart from the competition.

Don’t miss this chance to transform your credit union with the latest technologies.
Register now!

Register Your Spot

Speaker Bios:

James Sampson

Founder & CEO


Fueled by a passion for building people-centric organizations, James Sampson is the Founder & CEO of FileInvite. An entrepreneur from a young age, he has co-founded five businesses over the past 25 years—delighting customers, improving the human experience, and driving operational efficiency. When he’s off the clock—as much as that’s possible for a Founder—James can be found spending time with his family in beautiful Auckland, New Zealand.

Gerald Leveritt

Director of Enterprise Solutions


Meet Gerald Leveritt, FileInvite’s Enterprise Solutions Director. Gerald is a B2B sales expert who specializes in identifying roadblocks to growth and delivering solutions that drive efficiency. His mission? To provide a seamless, secure, and intelligent document collection tool that integrates effortlessly into existing workflows and enhances customer satisfaction. Outside of work, you’ll find him carving up the slopes or exploring Denver, Colorado’s beautiful outdoors.